Corn, Soybeans, & Cocoa: What’s Behind Current Pricing

December 8, 2017
  • Corn and soybeans
    • A look at the corn-to-soybean futures ratio
    • Expected plantings this spring
    • Argentina's potential impact
  • Cocoa
    • Why have cocoa futures declined over 300 points in the last 30 days?
    • Good start to Ivory Coast crop
    • Surplus estimated between 50,000 and 200,000 metric tons
    • Consumption on the rise
    • Where do we go from here?

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

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Evolving Supply Outlook: OJ & Sugar

December 1, 2017
  • OJ
    • Fruit drop in Florida could lower box count
    • Greening disease affecting OJ Brix content
    • NFC users sourcing juice from California and Mexico
  • Sugar
    • Beet harvest complete
    • Mexican crop harvest finally underway
    • All is quiet on bookings
    • NAFTA: uncertainty persists

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

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What Is Impacting Corn Prices

November 17, 2017
  • Corn yields burst through analysts’ expectations
  • NAFTA
    • If it is terminated, exports could collapse
  • Changes to RFS could drive corn values
  • If noncommercials go long, watch for a short-term rally

Host: Craig Ruffolo, Vice President - Commodity Specialist
Expert: Nicole Thomas, Vice President - Information Services

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Impact of WASDE on Sweeteners

November 10, 2017
  • Sugar
    • Adjustments to production, imports, and demand
    • Commercial market update: All is quiet
    • Sugar policy
      • New legislation submitted to reform the sugar title in the Farm Bill
  • Corn
    • Unexpected improvement in estimated yield
    • Corn futures stable

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

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Let’s Play 10 Questions on the Market

November 3, 2017
  1. Will the corn crop get larger in the upcoming WASDE report?
  2. Will strong cocoa butter prices eventually pressure cocoa powder pricing?
  3. Will the soybean crop get smaller?
  4. Sugar prices have been increasing since the Suspension Agreements were amended. Will the harvest bring any relief?
  5. Which futures markets are most likely to fall in the next few weeks?
  6. Which futures markets are most likely to rise?
  7. Has tropical oils pricing hit its seasonal low?
  8. The spread between the #11 and #16 has been providing good opportunities for re-export. Will that continue in 2018?
  9. Think we'll get a La Niña this year?
  10. Will Mexico have enough sugar to meet its quota to the U.S.?

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

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Sugar Beet Harvest & Mexico Sugar Update

October 27, 2017
  • Sugar beet harvest
    • Harvest progress
    • What is the expectation for the current crop?
  • Mexico sugar update
    • Where are sugar prices in Mexico and why?
    • How will Mexico monitor raw vs. refined shipments moving forward?
    • Update on NAFTA

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

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Highlights on the Bioeconomy from the ABLC NEXT Conference

October 23, 2017
  • What is the bioeconomy?
    • Ag-tech
    • Food-tech
    • Renewable and efficient energy 
  • How big is the bioeconomy?
    • $4.5 billion currently invested by wet millers, VCs, U.S. governments, etc.
    • May reach $9 billion next year
  • Biggest hurdles?
    • Scaling up
    • Being cost competitive
    • Funding

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

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Corn & Cocoa Update

October 20, 2017
  • Corn futures market
    • Have we hit bottom?
    • Looks like a very exciting corn market!
  • Q3 cocoa grind results
    • Met some expectations in certain regions, other areas not so much. Overall, not a mover.
  • Farmgate prices announced in Ivory Coast and Ghana
    • How will Ghana pay for keeping the farmgate price high despite a huge decline in cocoa futures year on year?
    • Will smuggling from Ivory Coast to Ghana increase due to a low farmgate price in Ivory Coast?
  • Will the cocoa bean market break out of its range? What will drive it?

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

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WASDE Update: Corn, Soy Complex & Sugar

October 13, 2017

Today's Hot Commodity podcast covers updates on Thursday's USDA WASDE report.

  • Corn Estimates
    • Upward revisions to corn yields
    • Stocks-to-use updates
    • Unusual movement of futures markets
  • Soy Complex
    • U.S. soybean balance sheet
    • Lowering of yield estimates
    • Role in multi-market price direction
  • Sugar Update
    • Offsetting revisions in report
    • Decreased cane production in Florida
    • Increased production estimates in Louisiana
    • Beet harvest updates by region
    • Potential impact of Farm Bill

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

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Market Update: Sugar & Edible Oils

October 6, 2017

Today's Hot Commodity podcast covers this week's updates on the sugar and edible oils markets.

  • Sugar Update 

    • Harvest updates for both beet and cane
    • Weather issues and the potential threat from tropical storm Nate
    • Mexico update
      • The impact of extreme high prices on imports
      • Looking to the reference price announcement for the upcoming year
  • Annual Global Oils and Fats Forum USA 2017 

    • Highlights from the event in Washington DC

      • Pricing trends and factors affecting the edible oils markets
      • Palm oil: opportunities for growth in the US
      • Expansion in production and potential new crop areas
      • Expansion of sustainable palm oil production

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

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