McKeany-Flavell Hot Commodity Podcast Series
Cocoa update: Grinds, arrivals, & more!

Cocoa update: Grinds, arrivals, & more!

October 22, 2021
  • Q3 grinds post solid results for Europe, N. America, and Asia
    • Lifting crop-year grind results to an impressive +3.4% globally
  • Three weeks into the new season and arrivals have been sluggish
    • Dry weather experienced earlier this spring and disappointingly lower farmgate price are being blamed
  • Remember to register for our Fall Market Outlook Webinar!
    • Nicole Thomas and Kevin Combs cover corn, soy complex, and sugar
    • Next Wednesday, Oct. 27, 2pm ET

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

Catching up with natural gas

Catching up with natural gas

October 15, 2021
  • Natural gas rally year to date tops 200% in U.S. and 400% in Europe
  • TTF Hub (Europe) vs. Henry Hub (U.S.) traders caught the wrong way on the spread may have contributed to the recent spike above $6.00
  • Spike in prices has caused the collapse of multiple British energy suppliers
  • Political winds both here and abroad are likely to keep prices elevated along with lower-than-average U.S. stored supplies this winter
  • Remember to register for our Fall Market Outlook Webinar!
    • Wednesday, Oct. 27, 2 pm ET

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management

October WASDE harvests a few surprises

October WASDE harvests a few surprises

October 12, 2021
  • Corn & soy complex
    • Big bear day for corn, soybeans, and soybean oil—higher stocks
  • Wheat
    • Production now the lowest in 19 years
    • Ending stocks fall to 580 million bushels
  • Sugar
    • Record beet crop forecasted at 5.348 million STRV

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

 

 

Up to speed on CBD with Swany of KND Labs

Up to speed on CBD with Swany of KND Labs

October 8, 2021
  • General CBD market update
    • Retail sales through COVID
    • Market consolidation
    • Crop pricing and harvest
  • Regulatory environment
    • Recent Californian legislation
  • Developments and education
    • R&D guidance
    • Formulations, solutions, and blending
    • CBD inclusions for oils, chocolate liquor/butter
  • Download our newly updated CBD study for free!

Host: Michael “Caughy” Caughlan, President & CEO
Expert: Dave “Swany” Swanwick, Director of Sales, KND Labs

In memoriam: CME futures trading pits

In memoriam: CME futures trading pits

October 1, 2021
  • Open outcry has been silenced
  • Remembrances from the past
  • Impact on the markets
  • UB Executive Conference. Thank you, Urner Barry!

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Shawn Bingham, Director of Risk Management

 

A whole lot mooving in the dairy markets

A whole lot mooving in the dairy markets

September 24, 2021
  • Milk product report
    • Milk output up slightly as herd continues to drop
  • Fonterra GDT auction
    • Both skim and whole milk gain ground
  • Cold storage report
    • Butter stocks fall
  • Remember to register for our Wheat Fundamentals Webinar!
    • Eric Thornton covers all you need to know on wheat
    • Next Wednesday, Sep. 29, 2pm ET

Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Jeffrey Rasinski, Consultant

Technically speaking with Shawn Bingham

Technically speaking with Shawn Bingham

September 17, 2021
  • Break on through… Shawn's doors
  • Managed money AUM sees big first-half increases
  • Increased speculator activity
  • Long liquidations continue, but funds not yet selling short
  • Seasonal corn low may not be in, but the floor seems pretty clear

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management

September WASDE recap: Friday fun!

September WASDE recap: Friday fun!

September 10, 2021
  • Corn and soy complex
    • Steady, but bump on yields for both
    • Soybean oil crush lowered
  • Sugar
    • Adjustments galore!
    • TRQ imports trimmed by 96,000 STRV
    • Beet production raised
      • Damage assessments in Louisiana still underway after Hurricane Ida
    • Numerous changes in imports
  • Wheat Fundamentals Webinar! Mark your calendars on Sep. 29!
    • Invites out soon

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

 

What to expect from next week’s WASDE

What to expect from next week’s WASDE

September 3, 2021
  • Expect USDA to be conservative
  • We don’t anticipate any further reduction to yields for corn and soybeans
  • Stay vigilant on orders
    • FEMA is going to stress pool of truck drivers over the next 5-6 weeks
  • Craig’s college football picks!

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

 

The edible oils situation

The edible oils situation

August 27, 2021

Urner Barry Executive Conference | Las Vegas | Sept. 26-28, 2021

 

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

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