Planting intentions & weather concerns for corn & sugar

• Prospective Plantings report
  • What to expect: corn and sugar acreage
    
  • Shift in planting intentions?
    • Corn
    • Soybeans
    • Beet sugar
• Weather and flooding concerns
  • Missouri and Mississippi Rivers
  • Red River Valley
  • Logistics concerns

Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist

From dairy to donuts with Jeff Rasinksi

• Recap of important dairy reports
• Price direction for dairy component
• Implications of spring flush
• Sugar: A quick recap

Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant

Fun with letters: W-A-S-D-E spells recap!

• Much ado about nothing: 100 million bushel decline in demand for corn
• Cumbersome soybean stocks remain
• As predicted, lower stocks-to-use ratio for sugar
• Mike says hi from the Natural Products Expo West!

Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services
Our man on the street: Michael Caughlan, President & CEO

Potential changes in next week’s WASDE report for sugar

• Will USDA lower Mexican sugar imports?
• Deliveries for food use may fall for a second consecutive year

Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist

Live from the International Sweetener Colloquium!

• Top 3 takeaways from this year’s Colloquium
• Suspension agreements
• Commercial activity

Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist

Tour the non-gluten flour world with Western Foods

• Introduction to Western Foods
  • Based in Woodland, California
  • Only non-gluten supplier with plants on both coasts
• Facts on non-gluten flour
  • Fast growth sector
  • Science helping fuel growth
• What’s happening commercially in the non-gluten market?
  • Rice production and prices in California
  • Sales and lower milling issues in the southern U.S.
• Challenges
  • Focus on micro processes and maintaining quality
  • Ancient grains supply chain factors

Host: Michael Caughlan, President & CEO
Western Foods Guests:
Tom Andringa, V.P. of Sales & Business Development
Matt Cox, Dir. of Sales & Procurement
www.westernfoodsco.com

Talking honey with Joe Gardella of Sweetener Supply

• Honey facts
  • Industrial vs. retail
• Current commercial market
  • Review of 2018
  • 2019 expectations
• Honey market challenges
  • Fluid global market
  • Currency valuations
  • Color consistency
  • Sustainability

Host: Michael Caughlan, President & CEO
Guest: Joe Gardella, President & CEO, Sweetener Supply

WASDE recap, finally!

• Sugar
  • Cane production increased 71,000 STRV
  • Supply changes
  • Looking ahead to 2020
• Corn
  • Supply declines
  • Reduction in production
  • Ending stocks pressured
• Soybeans
  • Expected supply reductions
  • U.S. ending stocks remain uncertain
  • Looking ahead, export number is key

Spring Market Seminar 2019
Registration now open at mckeany-flavell.com
(Seating is limited)

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Commodity Specialist

What to expect from next week’s WASDE

• Sugar
  • How’s the cold weather affecting the sugar beet crop?
  • How will USDA manage the stocks-to-use ratio?
  • Sugarcane grower protests in Mexico
• Corn
  • South American corn production
  • U.S. corn exports and ethanol demand

Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist

What’s happening in the sugar market?

• Commodity market quiet; absence of government reports
• CSC formally files lawsuit: What’s the impact?
• Preview of the 2019 Sweetener Colloquium

Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist