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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Oct 27, 2023
Friday Oct 27, 2023
- Draught in Mexico reducing cane prospects
- U.S. beet and cane harvest update
- Red River Valley and Florida look great
- Texas is suffering from drought
- What will the USDA do?
- Mark your calendars for our next webinar on the energy market
- Wednesday, Nov. 15, 2023, 11am PT / 2pm ET
- Be on the lookout for your invite coming soon!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Oct 20, 2023
Friday Oct 20, 2023
- Cocoa and chocolate
- Q3 cocoa grind deteriorates further
- North America suffers worst reported Q3 grind in past 15 years
- Soybean oil
- Soybean oil futures may “rise from the dead”?
- Strength in soybean oil consumption: providing a jump scare down the road!
Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Jeffrey Rasinski, Consultant
Thursday Oct 12, 2023
Thursday Oct 12, 2023
- Corn and soy complex
- Lower yields expected and were delivered for both
- Wheat
- U.S. wheat production bucks trend of global reduction
- Sugar
- 2022/23 US sugar imports lowered 154,000 STRV
- 2023/24 production lowered 12,000 STRV as lower beet production mostly offset by higher cane production
- 2023/24 ending stocks lowered 157,000 STRV
- Next Wednesday! Join us for our Fall Market Outlook webinar
- Wednesday, Oct. 18, 2023, 11am PT / 2pm ET
- Register now at mckeany-flavell.com
Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Oct 06, 2023
Friday Oct 06, 2023
- Non-farm jobs jump 336,000 in September, beating estimates by 166,000!
- July and August revised higher, an indicator for potential increased wage inflation
- Fed funds increased the chance of a Nov. 1 rate hike from 20 to 30%
- Triple whammy of bearish energy news this week
- Crude oil falls more than $7 per barrel
- Relief for soybean oil buyers, but the downside still remains mostly limited
- Don’t forget to register for our Fall Market Outlook webinar!
- Wednesday, October 18, 11 am PT / 2 pm ET
- Invites are in your inbox, or register at mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management
Friday Sep 29, 2023
Friday Sep 29, 2023
- Corn
- Carry-in lowered for 2023/24
- A surprise reduction in production
- Soy complex
- Soybean stocks up from September WASDE projections
- Causing a ripple effect through the soy complex
- Soybean oil: Good opportunity for futures coverage?
- Soybean stocks up from September WASDE projections
- Wheat
- Big surprise for wheat!
- Yield increase well outweighs harvested acre decline
- Stocks as expected at 178 billion bushels
- Big surprise for wheat!
- Next webinar: Fall Market Outlook
- Mark your calendars: Wednesday, Oct. 18, 2023, 11am PT / 2pm ET
- Invites coming soon!
- Carry-in lowered for 2023/24
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Friday Sep 22, 2023
Friday Sep 22, 2023
- Planting has begun for winter wheat and the 2024/25 crop year
- More acres anticipated for hard red winter wheat
- Why germination could be different this Fall
- Long-term outlook is promising
- Still risk and weather to work through
- Upcoming webinar: Fall Market Outlook!
- Mark your calendars: Wednesday, Oct. 18, 2023, 11am PT / 2pm ET
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Friday Sep 15, 2023
Friday Sep 15, 2023
- Two weeks away from the new 2023/24 cocoa crop year
- Ghana has already opened its new season: Why?
- Farmgate prices have increased
- Competition is heating up between the different origin countries
- Save the date for our 2024 Spring Seminar!
- Wed., April 17, 2024
- Oakbrook, IL
- More details to follow: Be on the lookout!
Host: Eric Thornton, Commodity Specialist
Expert: Jeffrey Rasinski, Consultant
Tuesday Sep 12, 2023
Tuesday Sep 12, 2023
- Wheat
- No changes to the U.S. balance sheet
- Global production and stocks are down
- Ukraine production is up: Impressive given the war
- Corn
- USDA finds more acreage: Magic!
- Minor reduction to carry-in
- Look to the Grain Stocks report out end-of-month for a better idea on 2022/23 consumption
- Have we reached a soft floor for Dec-23 corn futures?
- Soybeans
- USDA finds more acreage here, too: More magic!
- Yield, production, and crush all lowered
- Predictions for total increased soybean meal
- Weaker exports in 2023/24?
- Soybean oil
- Battle between oil and meal for crush continues!
- Ending stocks? Wait until consumption for 2022/23 has been finalized
- Soybean oil prices: What to focus on
- Sugar
- Plenty of fireworks to see here!
- Production raised beyond Kevin’s expectations
- Louisiana production lowered to 2019/20 levels
- High-tier exports increased to craziness
- Are sugar deliveries back to pre-COVID levels?
- Mexico gets a haircut on its quota
- Don’t miss tomorrow’s webinar!
- Inflation and the Economy webinar with Shawn Bingham
- Wednesday, Sep. 13, 2023, 11am PT / 2pm ET
- Go to mckeany-flavell.com to register!
- Plenty of fireworks to see here!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Sep 08, 2023
Friday Sep 08, 2023
- Commodity prices across the board are well above their long-term median prices
- Energy, weather and geo-political events have pushed most into the top quartile of their historical ranges
- The top 5 as ranked today versus the last 20-years are mostly driven by input costs as well as demand for biofuel
- Food inflation may change consumer habits but there are few cost avoidance alternatives
- Upcoming webinar: Inflation and the Economy with Shawn Bingham
- Wednesday, Sep. 13, 2023, 11am PT / 2pm ET
- Register by clicking here!
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management
Friday Sep 01, 2023
Friday Sep 01, 2023
- Florida and Louisiana cane crops are spared from Hurricane Idalia
- Beet sugar harvest is ready to get started
- Sugar deliveries flat YOY for first 9 months of 2022/23 crop
- Bulk sugar deliveries are down 4%
- Liquid sugar deliveries are up 3%
- Upcoming webinar: Inflation and the Economy with Shawn Bingham
- Wednesday, Sep. 13, 2023, 11am PT / 2pm ET
- Register by clicking here!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist