McKeany-Flavell Hot Commodity Podcast Series
Corn update: Planting intentions & market activity

Corn update: Planting intentions & market activity

May 17, 2019
  • Planting intentions report summary
  • Unusual market response
  • Planting activity update
  • Corn S&D and lack of a trade deal
  • Corn futures market outlook

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

Meet IQ! Plus a WASDE recap

Meet IQ! Plus a WASDE recap

May 10, 2019
  • An inside look into McKeany-Flavell’s newly launched IQ platform
    • What information is available to you
    • How to join
  • WASDE recap
    • Late planting for corn and sugar crops
    • Soybean outlook continues bearish trend
    • Tariff increases adds more uncertainty to market

Host & Expert: Nicole Thomas, Vice President – Information Services
Guest: Pete Church, Dir. of Marketing, McKeany-Flavell

There’s a big, bad wolf blowing over all the piggies: A look into African swine fever

There’s a big, bad wolf blowing over all the piggies: A look into African swine fever

May 3, 2019
  • African swine fever:
    • What is it?
    • Global implications of the disease
    • Related price influences

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services

Mike check! Live from our 2019 Spring Seminar

Mike check! Live from our 2019 Spring Seminar

April 24, 2019
  • Mike runs down highlights from this year's Spring Seminar in Chicago.

Host: Michael Caughlan, President & CEO

 

Mimosas anyone? An in-depth look into orange juice & beet sugar plantings

Mimosas anyone? An in-depth look into orange juice & beet sugar plantings

April 19, 2019
  • FCOJ
    • Go long!
    • Inventory spike of 26%
    • Imports in January up 23% YOY
  • Sugar beets
    • No red flags on planting yet

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

 

Weather woes, transportation, & sugar deliveries

Weather woes, transportation, & sugar deliveries

April 12, 2019
  • Bomb cyclone disrupts transportation
  • Sugarcane refiners grab market share with low raw sugar prices
  • 2020 sugar contracting still quiet

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

Once more, with feeling: WASDE recap for sugar, corn, soybean, & biodiesel

Once more, with feeling: WASDE recap for sugar, corn, soybean, & biodiesel

April 9, 2019
  • Sugar production lowered 43,000 tons
  • U.S. corn ending stocks rising
  • Soybean balance sheet remains bearish
  • Biodiesel demand driving soybean oil stocks lower

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

Chatting China with Ron Mark of The PRICE Futures Group

Chatting China with Ron Mark of The PRICE Futures Group

April 5, 2019
  • Potential trade dispute resolution and Asian swine flu to drive soybean market
  • Pricing opportunities for corn and soybean futures
  • Bond yield inversion and what it means

Host: Nicole Thomas, Vice President – Information Services
Guest: Ron Mark, President & Dir. of Risk Management, The PRICE Futures Group

Fireworks in the futures market: Prospective Plantings & Grain Stocks reports

Fireworks in the futures market: Prospective Plantings & Grain Stocks reports

March 29, 2019
  • Sugar beet plantings up slightly as anticipated
  • Corn and soybean plantings near expectations
  • Corn and soybean stocks up vs. last year
  • Mike and Craig live from the Western Candy Conference!

Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Our traveling crusaders: Michael Caughlan, President & CEO
Craig Ruffolo, Vice President – Commodity Specialist

Planting intentions & weather concerns for corn & sugar

Planting intentions & weather concerns for corn & sugar

March 22, 2019
  • 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