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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Jul 21, 2023
Friday Jul 21, 2023
- Taffy Town, a multi-generational, family-owned candy manufacturer
- Maintains 80 flavors of taffy every year!
- Most current: honey lavender (yum!)
- Look for bold, new mash-ups next year
- Past and present challenges
- Labor more of a challenge 18 months ago
- Fuel spikes down from last year
- A looming UPS strike, expected on Aug. 1
- Latest innovation for Taffy Town
- Derek discusses the benefits of attending industry conferences and trade shows
- Sweets & Snacks Expo
- Record attendance for 2023 expo
- Great way to meet qualified buyers
- Sweets & Snacks Expo
- Western Candy Conference
- Family oriented, lots of fun
- Great way to connect with peers and suppliers
- Highly recommend for small- to mid-sized candy manufacturers
- WCC 2024: March 20-24, 2024 in Scottsdale, AZ!
Host: Michael Caughlan, President & CEO
Guest: Derek Glade, VP Sales & Marketing, Taffy Town
Friday Jul 14, 2023
Friday Jul 14, 2023
- Fête de la Fédération? Happy Bastille Day!
- BIG data dump this week included WASDE, CPI, PPI, and EIA STEO
- Multiple moving parts this week
- Soy complex moving one way and corn the other
- Crude oil rallying
- CPI/Inflation lower, sending the dollar into a tailspin
- Machine trading adding steam to the extreme volatility situation
- Tracking value requires prepared analysis tools designed to quantify multiple variables
- Contact us to receive Shawn's Daily Technical Outlook report
- Don’t forget to register for next week’s webinar!
- Wheat Market Update webinar with Eric Thornton
- Wednesday, July 19, 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
Wednesday Jul 12, 2023
Wednesday Jul 12, 2023
- Sugar
- Beet and cane numbers are down
- Due to early harvest adjustments?
- Big changes in imports: Up, up, up!
- What’s Kevin got to say about the 2023/24 beet crop and the number we could hit?
- Beet and cane numbers are down
- Wheat
- Some yield appreciation
- Boost to harvest acres: Big surprise!
- Production and demand see nice uptick
- EU wheat production down: Could other countries follow suit?
- Corn
- Got what was anticipated, for the most part
- Reduction in yield and ending stocks
- Ethanol and export demand lowered, while feed went up
- Argentina’s production improves: Yay!
- Soy complex
- Decrease in soybean acreage, while no change in yield
- Adjustments made to demand on the consumption side for soybeans
- Soybean oil imports raised
- No changes made to biofuels
- Don’t forget to register for next week’s webinar!
- Wheat Market Update webinar with Eric Thornton
- Wednesday, July 19, 11 am PT / 2 pm ET
- Invites are in your inbox, or register at mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Jul 07, 2023
Friday Jul 07, 2023
- USDA acreage report whipsaws speculators in corn, who were forced flat by dry weather in June
- Corn selloff accelerated by seasonal bias, new speculator shorting, and producer selling
- Risk premium still present in most commodity prices
- Additional supply suggests corn still has room lower
- Volatility already increased from weather
- Risk likely to linger on further
- Save the date for our next webinar!
- Wheat Market Update webinar with Eric Thornton
- Wednesday, July 19, 11 am PT / 2 pm ET
- Registration opens June 10 at mckeany-flavell.com
Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Shawn Bingham, Director of Risk Management
Friday Jun 30, 2023
Friday Jun 30, 2023
- Corn and soy complex
- Corn wins big with 2 million more acres in prospective plantings
- Holy soybeans, Batman! 4 million acre loss in prospective plantings
- Sugar
- Beet acreage down from 2022, but up 17,700 acres vs. March intentions
- Cane acreage down 7,800 acres, or 0.8% vs. last year
- Wheat
- Wheat acreage comes out lower at 49.6 million
- Stocks of wheat surprisingly low, despite weak demand
- Mark your calendar for our next webinar!
- Wheat Market Update webinar with Eric Thornton
- Wednesday, Jul 19, 11 am PT / 2 pm ET
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Jun 23, 2023
Friday Jun 23, 2023
- Concerning crop conditions and weather outlooks
- Not time to panic, but corn yield will fall short of USDA target (181.5 bushels per acre)
- Spring wheat crop should improve: Off to a good start!
- Upside potential for corn/soybean acreage
- Stocks for wheat should rise above 600 million bushels for 2022/23
- Don’t forget to register for our upcoming webinar!
- Summer Market Outlook webinar
- Next Tuesday, June 27, 11 am PT / 2 pm ET
- Go to mckeany-flavell.com to register
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Friday Jun 16, 2023
Friday Jun 16, 2023
- Three central committees met last week to make decisions on interest rates and where the economy is going
- The Federal Reserve
- “Hawkish pause” on raising interest rates, but future hikes may be needed
- Problem areas to watch:
- Jobless rate
- Housing prices: Starting to abate?
- New and used car prices
- Japanese Central Bank left rates unchanged
- European Central Bank
- Raised rates by a quarter-point
- Plans for further hikes over the next few years
- Big question: How is this all affecting the food market?
- Don’t forget to register for our upcoming webinar!
- Summer Market Outlook webinar
- Covering the sugar, corn, soybeans, and wheat markets
- On Tuesday, June 27, 11 am PT / 2 pm ET
- Check your inbox for your invite or you can also register here
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Friday Jun 09, 2023
Friday Jun 09, 2023
- Corn and soy complex
- Mostly unchanged for new crop
- Export demand still lower for old crop
- Wheat
- Spring wheat off to a good start!
- USDA surprises with sizeable increase to global wheat production
- Sugar
- Slightly more bullish outlook for old and new crops
- 2022/23 stocks-to-use down to 13.1% on lower imports from Mexico
- Will Mexico come up short, or will they have that sugar available? Should be an interesting July WASDE!
- 2023/24 cane production lowered 87,000 STRV, with Texas down 56,000 STRV, pulling STU to 10.6%
- Don’t forget to register for our upcoming webinar!
- Risk Management webinar with Shawn Bingham
- Next Wednesday, June 14, 11 am PT / 2 pm ET
- Check your inbox for your invite or you can also register here
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Jun 02, 2023
Friday Jun 02, 2023
- Summer driving has arrived, along with hot dry weather in the Midwest
- Total petroleum stock situation
- Refined products
- EIA in Short-Term Energy Outlook (STEO)
- What new higher stocks-to-use ratio for corn suggests
- Crude oil and gasoline prices relative to last year
- Continued Ukraine uncertainty
- Ethanol and renewable diesel demand
- Don’t forget to register for our upcoming webinar!
- Risk Management webinar with Shawn Bingham
- Wednesday, June 14, 11 am PT / 2 pm ET
- Check your inbox for your invite or you can also register here
Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Shawn Bingham, Director of Risk Management
Friday May 26, 2023
Friday May 26, 2023
- El Niño looms…
- What is it? What impacts can we expect? And when?
- Near-term weather outlook is dry
- Markets reacting
- Our Virtual 2023 Spring Market Seminar is available for digital viewing!
- Seminar recorded live on April 26, 2023
- Learn more and order access at mckeany-flavell.com
- Available to clients for $475 and non-clients for $675
- Attendees may access at no extra charge
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist