McKeany-Flavell Hot Commodity Podcast Series
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

Trade agreements, sugar, & CBD: What to know

Trade agreements, sugar, & CBD: What to know

December 6, 2019
  • Trade agreement and USMCA
    • The impact on sugar
  • Physical delivery of refined sugar is next hurdle
  • CBD products
    • Will it gain GRAS status?

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

 

USDA delivers its promise on sugar

USDA delivers its promise on sugar

November 26, 2019
  • USDA increases refined sugar quota
  • 100,000 tons of sugar is a drop in the bucket
  • Gobble-gobble: Happy Thanksgiving!

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

Edible oils update: Oil boy!

Edible oils update: Oil boy!

November 22, 2019
  • Soybean oil futures offer coverage opportunities
  • Biodiesel production has plateaued
  • Canola harvest take a little hit, but oil production remains strong
  • Corn oil coproduct credit update
  • Palm oil prices continue to march higher

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

Sugar-nado! Analyzing the status of a damaged sugar market

Sugar-nado! Analyzing the status of a damaged sugar market

November 15, 2019
  • Not all sugar is created equal
  • Mind the details on quality differences

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

Sugar beet crops abandoned: What’s the impact on the industry?

Sugar beet crops abandoned: What’s the impact on the industry?

November 13, 2019
  • Sugar beet production to decline further as unprecedented acreage is abandoned
  • Two beet marketing companies issue force majeure notifications
  • How will USDA respond to lower beet production?

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

WASDE recap: Sugar woes, corn & soy complex holds

WASDE recap: Sugar woes, corn & soy complex holds

November 8, 2019
  • Sugar
    • USDA lowers beet sugar production 467,000 STRV: More to follow?
    • Record harvest abandonment
    • Louisiana cane crop production lowered a net 76,000 STRV
    • Where will additional imports come from if needed?
  • Corn
    • Changes for corn in WASDE? “Meh”
  • Soybean complex
    • Soybean stocks rise and soybean oil stocks fall on lower crush

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

Mike & Craig attempt to save the world: Updates from the ABLC Next Conference

Mike & Craig attempt to save the world: Updates from the ABLC Next Conference

November 1, 2019
  • The theme is “disruptive technology”
    • Using biomass to create bioplastics
    • Using pheromones as insecticides
    • Making Mother Earth more healthy!
  • Seemingly far-fetched ideas coming to fruition
    • Taking spent CO2 and converting to fuel
  • How this all can impact the food and beverage industry

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

The ruling on the amended Suspension Agreements & its impact on the sugar market

The ruling on the amended Suspension Agreements & its impact on the sugar market

October 25, 2019
  • What are the Suspension Agreements?
  • Explanation of the ruling on the amended Agreements
  • What is the impact on the sugar market?

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