McKeany-Flavell Hot Commodity Podcast Series
Roadside WASDE recap: Few answers & even more questions

Roadside WASDE recap: Few answers & even more questions

September 12, 2019
  • USDA reduces 2019/20 corn production minimally, but offset by weak demand in 2018/19
  • 2019/20 soybean balance sheet finally shows “normal” stocks-to-use ratio
  • Significant reduction in projection for 2019/20 beet sugar crop

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

 

Goin’ hog wild: Livestock markets & their effect on feed prices

Goin’ hog wild: Livestock markets & their effect on feed prices

September 6, 2019
  • Review of domestic hog, poultry, and cattle inventories
  • Export market opportunities?
  • Impact on feed prices

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

 

Hurricane Dorian & its potential impact on sugar

Hurricane Dorian & its potential impact on sugar

August 30, 2019
  • Historical hurricane devastation on sugar crops
  • Dorian headed to Lake Okeechobee
    • What might happen to the sugar industry there
  • Stay safe, Florida!

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

Unusual headlines highlight changes in the sugar & corn markets

Unusual headlines highlight changes in the sugar & corn markets

August 23, 2019
  • Unforeseen weather events impact beet sugar crops
  • Grain farmers’ frustration boils over
  • And more!

Host/Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Craig Ruffolo, Vice President – Commodity Specialist

Go long, baby! Value buy opportunity in equities & commodities

Go long, baby! Value buy opportunity in equities & commodities

August 16, 2019
  • Managed money switches from long to short positions in commodities
  • Are we headed for a global recession?
  • Is this a good buying opportunity for commodities?

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

SURPRISE! Corn production isn’t so bad…or is it? (WASDE update)

SURPRISE! Corn production isn’t so bad…or is it? (WASDE update)

August 12, 2019
  • Corn
    • USDA raises corn acreage, yield despite partial information
  • Soybean complex
    • Soybean acreage lower, but ending stocks still above 700 million bushels
    • Less soybean oil demand for biodiesel this year and potentially, next
  • Sugar
    • Cane and beet sugar forecast increased
    • Deliveries increase provides industry with some optimism

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

Is this an anomaly market year?

Is this an anomaly market year?

August 9, 2019
  • 1995/96 vs. 2019/20
    • Crop production similarities
  • How might futures behave under these circumstances?

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

The big picture for sugar

The big picture for sugar

August 2, 2019
  • Global production deficit for 2019/20?
  • India’s sugar production falling
  • Other factors that will affect the sugar market

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

Cocoa & chocolate update

Cocoa & chocolate update

July 26, 2019
  • Minimum price guarantee for Ivory Coast and Ghana
  • Results from grind

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

Sugar beet & cane crop progress update

Sugar beet & cane crop progress update

July 19, 2019
  • Louisiana cane crop escaped any significant damage from Hurricane Barry
  • Idaho beet crop is strong but offset by poor Southern Minnesota crop
  • And, who smashed Kevin in the go-kart grand prix?!?

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