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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Aug 25, 2023
Friday Aug 25, 2023
- The Pro Farmer crop tour and why it's important
- A boots-on-the-ground look at crops in over seven states
- What exactly the group measures
- Findings for corn and soybeans
- Takeaways from the 2023 crop tour:
- Main word: Variability
- Record potential in Ohio? Struggles for Minnesota?
- Any shockers?
- Corn market reaction and what lies ahead for yield expectations
- Upcoming webinar on inflation and the economy
- Mark your calendars: Wednesday, Sep. 13, 2023, 11am PT / 2pm ET
- Invites out soon!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Friday Aug 18, 2023
Friday Aug 18, 2023
- A look at fundamental conditions this year compared with last year
- Update on U.S. active rig counts and storage trends across the country
- What are OPEC and the world's large natural gas exporters up to?
- Lastly, how is weather impacting this market?
- Mark your calendars!
- Upcoming webinar on inflation and the economy
- Wednesday, Sep. 13, 2023, 11 am PT / 2 pm ET
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Friday Aug 11, 2023
Friday Aug 11, 2023
- Corn
- Exports down: Still a little high?
- Domestic stocks maintain more than 2.0 billion for 2023/24
- Soy complex
- Soybean yield lowered to 50.9 bushels per acre
- Globally, not many changes to production: Argentina still not reduced!
- Food consumption for soybean oil continues to be strong
- Wheat
- Little pullback in yield and acreage
- Exports lowered
- Many changes ahead for global production
- India wheat production stays the same: Why?
- China, EU, and Canada reduced: Makes sense
- Ukraine crop revised higher: Way to go, Ukrainian farmers!
- Sugar
- Sugar deliveries lowered once again: Should it be even lower?
- 2022/23 ending stocks up
- Production in Louisiana and Texas lowered
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 Aug 11, 2023
Friday Aug 11, 2023
- The American Sugar Alliance
- Who they are and what they do
- Key topics discussed at the symposium:
- The Farm Bill is up for renewal: Will we get a new Farm Bill?
- Update on beet and cane crops
- Sugar reduction at the federal level
- Sustainability investments: What’s its economic worth?
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Aug 04, 2023
Friday Aug 04, 2023
- What’s the current scenario in Ukraine?
- Updates from VFI office in Kiev
- Resilience of farmers and processors
- Crops getting delivered despite war damage and financing challenges
- How is it affecting oil availability?
- Oilseed crops in Europe looking mostly good
- Recent weather helping sunflower and soybeans
- Canola better than expected
- Rapeseed variable but good overall
- Anticipated price direction for specialty oils
Host: Nicole Thomas, Vice President – Information Services
Guest: Klemens Rauch, co-owner of VFI
Guest: Joevic Fabregas, co-owner of SF Bay Commodities
Friday Jul 28, 2023
Friday Jul 28, 2023
- Ukrainian ports on the Danube River attacked by Russia
- Wheat
- Concerns rise in the wheat market
- Wheat goes limit-up Monday
- Corn
- Some supportive impact on futures
- Corn buyers have one thing going for them: Brazil’s safrina crop now in harvest
- Sunflower oil
- Folks looking for alternatives
- Glut of inventory in Europe
Host: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
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