November 16, 2018
- What are prices doing?
- Time to extend coverage?
- What factors could turn the market bullish?
- What is your perspective on trade with Canada and Mexico?
Host: Michael Caughlan, President & CEO
Special Guest: Phil Plourd, President, Blimling and Associates, pplourd@blimling.com, www.dairy.com
November 9, 2018
- Sugar
- Adjustments to demand and beet production
- Sugar stock to use under target of 13.5 percent
- Corn
- Reduction in corn yield results in little impact on corn price
- Corn demand steady
- Craig tells tales from the ABLC Global Conference!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
November 2, 2018
- Sugar policy will stay same under a new Farm Bill?
- Sugar policy creates price floor and cap
- Don’t look for a new Farm Bill until Q1 2019
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
October 26, 2018
- Impressive rally over the last month!
- Factors driving the market
- Brazil increases ethanol processing
- Higher energy prices
- U.S. sanctions
- Noncommercial short covering
- What does the future hold?
- Fundamentals at play
- Stocks and global surplus
- Stagnate consumption growth
- “The cure for low prices is low prices.”
–Dr. Craig Ruffolo
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
October 19, 2018
- Corn and sugar
- Poor weather slows crop progress and harvest
- Cocoa
- Recap of Q3 grinds for major regions
- Factors that could bull the market
- What would Doug Flutie do? Go long!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
October 12, 2018
- Sugar
- Beets scaled back from last month’s optimism
- Bigger cane crop in Louisiana?
- Corn
- Exports looking strong
- Potential impact of E15
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Rebeca Sanchez, Commodity Market Analyst
October 5, 2018
- Factors influencing refined sugar pricing
- Is there regionality to sugar pricing and why?
- Thank you for a great season, Oakland Athletics! Until next year!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
September 28, 2018
- Soybeans and soybean oil
- What are the technicals saying?
- How can you hedge your price risk for a trade tariff reversal?
- Crude oil and natural gas futures
- Where do we go?
- Are we closing in on $100 per barrel in crude?
Host: Nicole Thomas, Vice President – Information Services
Special Guest: Ron Mark, President & Director of Risk Management, The PRICE Futures Group
September 21, 2018
- Mexico sugar stocks are growing as a result of lower exports to the U.S.
- Will Mexico export sugar to the world market?
- North American sweetener trade under the Suspension Agreements
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
September 14, 2018
- Domestic production for corn and soybeans revised higher for 2018/19
- Super Typhoon Mangkhut: Will it affect coconut production?
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Craig Ruffolo, Vice President – Commodity Specialist
