September 25, 2020
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
September 18, 2020
- Wheat:
- Supply and demand overview
- Global increases in production drive up ending stocks
- We're in a wheat glut
- Hemp/CBD:
- Hemp harvest underway
- Impact of western fires
- Regulatory status and new bill reaches Congress
- Download our free CBD study!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
September 11, 2020
- Corn
- Production reduced but ending stocks remain high
- Soybeans
- Ending stocks drop by 25%
- Soybean oil down by over 200 million pounds
- Sugar
- USDA lowers Mexican imports 191,000 STRV to bring STU to 13.5%
- U.S. production raised 27,000 STRV
- Welcome back, Nicole!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Sweeteners Specialist
September 4, 2020
- Changes in the infrastructure?
- No catastrophic damage to refineries, but days were lost
- More storms to come this season
- Will we overlap the alphabet?
- Long-term perspective on the energy markets
- Suggestions for the future
For our IQ members, check out Jeff’s IQ post, “Crude oil stocks down after Hurricane Laura”
Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Jeffrey Rasinski, Consultant
August 28, 2020
- Shame on you, Laura!
- Hurricane’s impact on Louisiana sugarcane industry
- Vuna, plant-based seafood
- CBD
- Education will lead to CPG product introductions
- COVID-19 has you snacking more than ever
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
August 21, 2020
- Retail growth
- Supply chain challenges
- Increased dependency on tech and communication
- Trucking: game of numbers
- Manufacturing & plant challenges
- Honey
- COVID impact on table honey market
- Increased retail demand
- Ingredient honey
- Risk to price to the upside
- Crop dependent marketplace
Host: Michael Caughlan, President & CEO
Expert: Drew Burke, Vice President – Procurement & Risk Management, Sweetener Supply
August 14, 2020
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
August 12, 2020
- Corn
- Yield placed at record 181.8 bpa
- Ethanol demand outlook
- Derecho windstorm impact
- Sugar
- Beet production raised to 5.199 million STRV
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
August 7, 2020
- Will December corn futures go sub $3.00 per bushel?
- Healthy soybean balance sheet all depends on yield hitting over 51 bushels per acre
- Can beet sugar production reach 5.2 million short tons?
Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Kevin Combs, Vice President – Sweeteners Specialist
July 31, 2020
- Today we introduce our CBD partner, KND Labs!
- Opportunities and challenges in CBD space for Food & Bev manufacturers
- Background on sourcing efforts and vetting a CBD partner
- Complete KND product portfolio overview
- Capability and quality overview
- Download our free CBD study!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Guest: Dave Swanwick, Director of Sales, KND Labs
