McKeany-Flavell Hot Commodity Podcast Series
Another groovy WASDE update

Another groovy WASDE update

July 10, 2020
  • Corn
    • Lower acreage but still record corn production of 15 billion bushels!
  • Sugar
    • 2019/20 ending stocks increased to 14.5%
    • 2020/21 beet crop estimate conservative at 5.0 million STRV?

Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist

 

Corn Belt crop tour 2020

Corn Belt crop tour 2020

July 8, 2020
  • Early observations on corn and soybean crop development
    • In line with USDA crop progress reports
  • Indications of degradation? 
  • Where was the unplanted acreage?
  • Are we likely to hit trendline yields?
  • Read Eric's complete crop tour posts on IQ!

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

USDA surprise & a lesson on COT reports, an overlooked tool for buyers

USDA surprise & a lesson on COT reports, an overlooked tool for buyers

June 30, 2020
  • Big day! Both USDA Acreage Report and USDA Grain Stocks Report throw zingers.
    • Corn acreage well below expectations
    • Soybean acreage below expectations
    • 4-million-acre mystery
    • Impact on basis
  • Commitment of Traders (COT) reports
    • History and importance of these reports
    • Rules-based trend trading
    • Creation of market momentum
    • Procurement: How this information helps buyers
  • Don't miss our own Eric Thornton's early crop road tour on the IQ platform!

Host: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Founder, ABSR Research, Chicago

Wheat: McKeany-Flavell’s new category on the Hot Commodity podcast!

Wheat: McKeany-Flavell’s new category on the Hot Commodity podcast!

June 26, 2020
  • Wheat overview
  • Fundamental outlook on wheat for 2020/21
  • Look for more wheat info on our IQ Ingredient Intelligence platform
  • Virtual crop tour next week!
  • Upcoming CBD report and webinar

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

Celebrating National Dairy Month with dairy updates & ice cream!

Celebrating National Dairy Month with dairy updates & ice cream!

June 19, 2020
  • Fonterra’s Global Dairy Trade auction
    • Most categories on the rise
    • Demand returning from Asia/China
  • USDA’s Milk Production report
    • Lower total dairy output
    • Decrease in total dairy herd
  • Summer and fall expectations for dairy markets

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

Geeking out on WASDE day!

Geeking out on WASDE day!

June 11, 2020
  • Corn
    • Expected reduction in ethanol
    • Ending stock projections for 2020/21
  • Soybeans
    • Modest rise in stocks for 2019/20
  • Sugar
    • Demand down for food use
    • Sugar deliveries lowered 75,000 STRV
    • Imports from Mexico increased 205,000 STRV
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Sweeteners Specialist

 

Looking ahead to WASDE report, but first a little empathy

Looking ahead to WASDE report, but first a little empathy

June 5, 2020
  • Corn
    • What additional changes will be made in the ethanol category for 2019/20?
  • Soybeans
    • Will USDA adjust acreage numbers for 2020/21?
  • Sugar
    • A tough year for production and deliveries numbers

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

How COVID-19 is changing consumer trends & the industrial food industry

How COVID-19 is changing consumer trends & the industrial food industry

May 29, 2020
  • Consumer trends and eating habits will be varied post COVID-19
  • How this ultimately affects those making industrial food products
  • Education is the key
  • Commercial market intelligence helps establish timing for negotiations
  • Congrats to all the 2020 Grads!

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

Edible oils: The cure for low prices is low prices (& a COVID-19 cure)

Edible oils: The cure for low prices is low prices (& a COVID-19 cure)

May 22, 2020
  • Edible oils markets hampered by weak demand.
  • To book, or not to book? That is the question.
  • Current pricing for key oil markets.

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

Get your ethanol & coproducts update, & win a visor!

Get your ethanol & coproducts update, & win a visor!

May 15, 2020
  • Lack of ethanol demand bullish to feed prices
  • Wet mill operating rates limit co-product production
  • Closure of slaughterhouses may force farmers to liquidate herds
  • How many Grateful Dead concerts has Craig attended? Send us your best guess at inquiry@mckeany-flavell.com. Winner gets a McKeany-Flavell visor!

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