McKeany-Flavell Hot Commodity Podcast Series
A short & sweet look at the sugar market

A short & sweet look at the sugar market

February 14, 2020
  • Forward look at the domestic raw sugar market
  • What’s influencing the rise in the #11 market?
  • Prediction for tightness Q3 2020
  • Register for our Spring Seminar!
  • And Happy Valentine’s Day!

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

Whoop-de-doo: WASDE update overshadowed by a fedora

Whoop-de-doo: WASDE update overshadowed by a fedora

February 11, 2020
  • Corn
    • Yawn
    • Although possible changes to acreage over the next few months
  • Soybeans
    • Drop in ending stocks
    • Impact of the coronavirus
  • Sugar
    • Little change this month
  • Going to the Sweetener Colloquium? Take a pic with Mike and get a discount to our Spring Seminar!

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

What would the world look like without the Sugar Policy?

What would the world look like without the Sugar Policy?

February 7, 2020

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

When commodity fundamental & technical indicators align, opportunity is created!

When commodity fundamental & technical indicators align, opportunity is created!

January 31, 2020
  • Systematic indicators suggest now is a good time to buy:
    • soybean and soybean products
    • possibly other markets?
  • Just how much more length will specs take out of positions?

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

Long-term market perspective: Three-year outlook on commodity market dynamics

Long-term market perspective: Three-year outlook on commodity market dynamics

January 24, 2020
  • Changing global dynamics to shape grain and oilseed markets.
  • Biodiesel uncertainties add complexity to traditional edible oil supply and demand factors.
  • Volatility for #11 contrasts with stability in normal year conditions for #16, domestic sugar markets.

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

A tale of three trade deals

A tale of three trade deals

January 17, 2020
  • Suspension Agreements reinstituted
  • USMCA ratified
  • U.S.-China Phase One agreement
    • Minor impact on commodities

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

First WASDE, first podcast, & first company announcement of 2020!

First WASDE, first podcast, & first company announcement of 2020!

January 10, 2020
  • Sugar
    • Louisiana cane production revised lower, beet slightly higher
  • Soybeans
    • Lower harvested soy acreage = more supply?
  • Corn
    • Sharp increase to corn for feed supported by livestock inventories, meat exports
  • And introducing Eric Thornton, our newly hired commodity specialist!

Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services

Hot predictions for 2020: Sugar, edible oils, ethanol, dairy, & CBD

Hot predictions for 2020: Sugar, edible oils, ethanol, dairy, & CBD

December 20, 2019
  • New face coming to McKeany-Flavell in early 2020?
  • Sugar: 2017 Amended Suspension Agreement reinstated
  • Edible oils markets to stay strong.
  • Ethanol industry to keep up the good fight.
  • Dairy herd on the rebound.
  • CBD sales to hit $1.0 billion.
  • Geaux Tigers!

Happy Holidays!

Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Expert: Jeffrey Rasinski, Consultant
Expert: Craig Ruffolo, Vice President – Commodity Specialist

Santa’s bringing trade agreements for Christmas (& lumps of coal in the form of flat interest rates)

Santa’s bringing trade agreements for Christmas (& lumps of coal in the form of flat interest rates)

December 13, 2019
  • Old folks reminisce about 1980s holiday shopping
  • U.S.-China and U.S.-Mexico-Canada deals
    • Are they done deals?
  • Fed keeps rates flat and indicates no immediate rate cuts to come
    • Could hikes come post-trade agreements?

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

WASDE update: Corn’s a yawn but sugar markets are wide awake!

WASDE update: Corn’s a yawn but sugar markets are wide awake!

December 10, 2019
  • Review of domestic hog, poultry, and cattle inventories
  • Export market opportunities?
  • Impact on feed prices
  • Massive reductions in sugar supply
  • Ratification of the USMCA?

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