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?
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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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Sweet Beat: WASDE Recap

September 14, 2017

Today's Hot Commodity podcast recaps this week's USDA WASDE report and its impact on the corn and sugar markets.

  • Corn 
    • Surprise September yield revisions
    • Effect on long-term prices
    • Impact on sweetener negotiations
  • Sugar 

    • Impact of Hurricanes Harvey and Irma
    • Increases in demand
    • Cane refining and production projections

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

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Weather Woes

September 8, 2017

This week's Hot Commodity podcast update covers:

  • The aftermath of Hurricane Harvey

    • Impact on the sweetener market
    • Crop conditions
    • Transportation
    • Inventories
  • Hurricane Irma

    • Potential impact on the sugar market
    • Announcements of refinery closures
    • Possible supply issues
    • Effect on stocks/use ratios
    • Potential impact on the orange juice market

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

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Sweetener Market Update: August 25, 2017

August 25, 2017

This week's Sweetener Market Update covers:

  • President Trump's outbursts and their effect on NAFTA negotiations
  • Hurricane Harvey's potential impact on the sweetener markets
  • Continued updates on our discussion of corn sweetener negotiations

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

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Developments in Biofuels

August 25, 2017

It’s been a busy couple weeks in the world of Biofuels. We continue to keep our attention focused on two major developments specific to trade in this sector.

  • Ethanol: The Brazilian government imposing a duty on U.S. Ethanol imports.
  • Biodiesel: The biodiesel anti-dumping case currently with the Department of Commerce versus Argentina and Indonesia.

Today's podcast episode covers the impact of these two developments on the U.S. markets, including the potential significance to soybean oil ending stocks and pricing.

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

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Sweetener Market Update: August 18, 2017

August 18, 2017

This week's Sweetener Market Update covers:

  • USDA Announcement of TRQ Increase
  • Increase in Mexico Sugar Prices
  • Corn Sweeteners & Sweetener Negotiation Season
  • 35th International Sweetener Symposium

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

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Hot Commodity Podcast

August 7, 2017
Impact of the Amended Suspension Agreements
 
Recently the Department of Commerce and Mexican Secretary of Economy announced a new deal in principle to continue the suspension of antidumping and countervailing duties against Mexican imports. This podcast covers the major changes to the Suspension Agreements and their impact on prices and the industry.
 
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President & Commodity Specialist
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Sweet Beat July 2017

July 17, 2017

Nicole Thomas offers her insights and updates on the Corn and Sugar markets for the month, including the impact of last week's USDA WASDE reports.

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