McKeany-Flavell Hot Commodity Podcast Series
Hand sanitizer & OJ demand

Hand sanitizer & OJ demand

March 27, 2020
  • Disruption in dogs' lives
  • Hand sanitizer
    • Is it the savior for ethanol industry?
    • Are companies looking to utilize bio-based glycol over traditional?
  • Does the current environment set up for early 2021 price negotiations for corn sweeteners?
  • Orange juice
    • The rush on groceries is creating a temporary spike in orange juice demand; will it sustain?

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

 

Navigating the commodity markets in a COVID-19 world

Navigating the commodity markets in a COVID-19 world

March 20, 2020
  • What’s the impact for:
    • Commodity markets
    • Supply chain
    • Consumer demands
  • Sugar
    • What to expect from USDA after April 1
  • IQ Ingredient Intelligence Platform
    • Remember our IQ platform has all the commodity information you want at your fingertips from anywhere 24/7.

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

How’s corn holding up against COVID-19?

How’s corn holding up against COVID-19?

March 13, 2020
  • Corn
    • Ongoing fears of COVID-19
    • Perceived effect on demand
    • Fundamentals on the wayside
    • Sneak-peek on planting intentions

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

 

WASDE update: Some wows with sugar, corn & soybeans not so much

WASDE update: Some wows with sugar, corn & soybeans not so much

March 10, 2020
  • Corn
    • Balance sheet unchanged
    • COVID-19 sidelining Phase One deal with China
  • Soybeans
    • Soybean oil shows offsetting changes in balance sheet
    • Impact of crude oil prices
  • Sugar
    • Lowered beet production
    • Significantly lowered Mexico production
    • 7.2% stocks-to-use ratio

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

A wrinkle in Mexico sugar

A wrinkle in Mexico sugar

March 6, 2020
  • Mexican sugar production likely to fall to 5.38 MMT
  • Will USDA increase imports from other sources?
  • Will production rebound next year?

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

Double feature: Sweetener Colloquium recap & coronavirus impact on commodities

Double feature: Sweetener Colloquium recap & coronavirus impact on commodities

February 28, 2020
  • Sweetener Colloquium recap
    • Sugar supply & demand concerns
    • Where are 2021 prices headed?
    • Sugar Program management
      • Will USDA increase imports?
    • Mexico
      • Potential sugar production and supply to U.S.
  • Coronavirus and impact on agricultural commodities
    • Supply fears
    • Exports to and from China

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

 

 

Live from the 2020 International Sweetener Colloquium!

Live from the 2020 International Sweetener Colloquium!

February 26, 2020

Recorded Tuesday, February 25, 2020

  • Colloquium recap
  • Sugar industry update
    • Buyer/seller gap
    • Tightness in Mexico sugar supply
    • Sugar policy

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

The Amazing Raz with a cocoa & chocolate update

The Amazing Raz with a cocoa & chocolate update

February 21, 2020
  • Cocoa futures increase 20 percent: Why?
  • Production concerns?
  • The future of the LID

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

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