McKeany-Flavell Hot Commodity Podcast Series
Next stop at Inflation Station

Next stop at Inflation Station

June 24, 2022
  • World Bank slashes global growth forecast
  • Commodities reacting to threat of deeper recession
  • Another debt crisis in EU?
  • Time to take some risk off the table and then look again near seasonal low period
  • Mark the date:
    • Risk Management webinar scheduled for Wed., Jul. 13
    • Look for your invite or check mckeany-flavell.com soon!

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management

What’s new in the world of sunflower oil? Special update with SF Bay Commodities

What’s new in the world of sunflower oil? Special update with SF Bay Commodities

June 17, 2022
  • Latest on the Ukrainian situation
  • How are processors responding?
  • How are users adapting and what makes the most sense?
  • Supply outlook for sunflower and safflower
  • Need more info on Edible Oils? Call 832.2866 to schedule an Edible Oils consultation! Or visit our website here!
  • And you don’t want to miss our Summer Market Outlook webinar!

Host: Nicole Thomas, Vice President – Information Services
Guest: Joevic Fabregas, Managing Partner, SF Bay Commodities
Guest: Dustin Nelson, VP of Sales & Marketing, SF Bay Commodities

June WASDE update

June WASDE update

June 10, 2022
  • Corn
    • Little in the way of change for corn balance sheets
  • Soy complex
    • U.S. soybeans get tighter
      • Will late harvest be impactful?
  • Sugar
    • Red River Valley plantings finally finished
    • 2022/23 production estimates lowered
    • Demand left unchanged
      • Stocks-to-use ratio for 2022/23 NOT a typo!

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

CBD update: Checking in with Swany of KND Labs

CBD update: Checking in with Swany of KND Labs

June 3, 2022
  • A quick recap of the benefits of Cannabinoids
  • Latest on GRAS status and the regulatory front
    • FDA needs to get moving on decisions
    • Some good news from the Ninth Circuit court
  • What's on the horizon for demand, trends, and the market
  • Download our free CBD study!

Host: Michael Caughlan, President & CEO
Expert: Dave “Swany” Swanwick, Director of Sales, KND Labs

 

Wheat: The good, the bad, & the downright ugly

Wheat: The good, the bad, & the downright ugly

May 27, 2022
  • U.S. balance sheet
    • Southern Plains struggling with worse drought in 20 years
      • Crop tour reporting yield numbers down 30-35%
    • Spring wheat behind on planting pace
  • Global balance sheet
    • India's crop estimates go from savior to survivor with unexpected weather conditions
    • Canada sees a 6% increase to acreage
    • France and Germany has best winter conditions in 6-7 years
    • EU wheat crop production
      • Could go higher than expectations?

Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist

Edible oils market outlook

Edible oils market outlook

May 20, 2022
  • Soybean oil
    • U.S. acreage vs. strong demand
  • Canola oil
    • Canadian production rebound with consumption growth to come
  • Palm oil
    • Indonesian policy and general supply dynamics
  • And don’t forget to register for episode 3 of our Hot Ingredients webinar!
    • Next Wednesday, May 25
    • Covering eggs, keto diet, and GMO foods
    • Register here!

Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services

Transportation challenges: Going the distance with Foodliner

Transportation challenges: Going the distance with Foodliner

May 13, 2022
  • How the industry is maneuvering to meet today's challenges
  • Truck driver and mechanic shortages and how to incentivize them
  • More flexible and collaborative relationships with food manufacturers, shippers, and end customers
  • Energy cost concerns and possible shortages?
  • Have more questions about transportation?
    Email us at 
    inquire@mckeany-flavell.com and we’ll answer them in our next transportation episode!

Host: Michael Caughlan, President & CEO
Expert: John Dillman, Executive VP & Chief Marketing Officer, Foodliner

May WASDE kicks off 2022/23 crop year with thrills or chills?

May WASDE kicks off 2022/23 crop year with thrills or chills?

May 12, 2022
  • Wheat
    • Today’s report was bullish for 2022/23
    • Wheat futures up sharply
    • 2021/22 export numbers raised
  • Corn
    • No changes to 2021/22
    • 2022/23 forecasted production down 4%
    • Surprising change to yield: Way to under-promise and over-deliver!
  • Soy complex
    • Crush/exports expected to rise
    • Good upcoming year for soybeans? USDA thinks so!
    • Soybean oil share higher than meal share
  • Sugar
    • 2021/22 imports increased to reflect USDA quota increases and TRQ reassignments
    • Beet production lowered 84,000 on late plantings
    • Sugar deliveries increased for third consecutive month

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

 

The dairy market is really mooving!

The dairy market is really mooving!

May 6, 2022
  • Global Dairy Trade auction event
    • Chinese mostly absent
    • Most prices collapse
    • Weakest in seven years
  • Dairy products report
    • Stocks and cold storage raising
  • Dairy herd and milk production update
    • Feb/Mar sees massive increase in herd count
    • New record for milk yield
    • Cows love the cold!
    • Price relief on the horizon?

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

An update on crop progress & looking ahead to the Fed meeting

An update on crop progress & looking ahead to the Fed meeting

April 29, 2022
  • Crop progress
    • Limited plantings for some key commodities like corn and sugar beets
    • Slowest start in years for sugar and probably two weeks behind where we ought to be
    • More rain on the way through this weekend for parts of the upper Midwest 
  • Fed
    • Meeting starts Tuesday of next week with decision on rates coming May 4
    • Likely to raise rates by 50 basis points 
    • Recession appears to be around the corner?
  • Thanks to all those who attended our Spring Seminar in Oak Brook (both in-person and virtually)!  Videos of the presentations will be available soon for attendees.

Host/Expert: Shawn Bingham, Director of Risk Management
Expert: Jeffrey Rasinski, Consultant

 

 

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