61.7K
Downloads
435
Episodes
Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday May 19, 2023
Friday May 19, 2023
- Enough good, bearish news to go around!
- Oh, but wait…pesky palm oil?
- Can you guess?
- Soybean STU and energy price assumptions for soybean oil trading ranges
- 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/Expert: Shawn Bingham, Director of Risk Management
Expert: Nicole Thomas, Vice President – Information Services
Friday May 12, 2023
Friday May 12, 2023
- Sugar
- Beet production initiated at 4.961 million STRV
- Cane production estimated at 4.264 million STRV
- USDA raises 2022/23 food use deliveries 75,000 STRV
- Wheat
- USDA pessimistic on U.S. wheat production
- Stocks decline further for 2023/24 to 556 million bushels
- Global production and stocks surprisingly bearish
- Corn and soy complex
- Bearish, bearish, bearish! Stocks improvement for corn and soybeans has been a long time coming!
- Maybe more growth to come for U.S. soybean oil stocks (this year and next)?
- Don’t forget to register for our upcoming webinar!
- Dairy Market Update webinar with Jeff Rasinski
- Wednesday, May 17, 11 am PT / 2 pm ET
- Check your inbox for your invite or you can also register here
- 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 will be able to access at no extra charge
-
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 May 05, 2023
Friday May 05, 2023
- Corn wet milling takes the 2023 Spring Market Seminar award for Unforeseen Demand
- The horse is in the gate (Cautiously Optimistic)
- Corn plantings outlook
- Will corn stocks build or retreat?
- New era for managing coproducts
- Sugar marketplace is set for 2024
- Beet progress looking good
- Prices still elevated with a tight balance sheet
- Register today for access to our Virtual 2023 Spring Market Seminar!
- Seminar recorded live on April 26, 2023
- Available for digital download May 8, 2023
- Visit mckeany-flavell.com to pre-order
- Will be available for clients to purchase via the IQ platform
- Attendees will be able to access at no extra charge
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Apr 28, 2023
Friday Apr 28, 2023
- Another Spring Market Seminar in the books!
- Great time! Lived up to the theme!
- Awards given:
- Supply disruption: Edible oils
- Unforeseen demand: Corn wet milling
- Crop production issue: Wheat
- Non-USDA commercial market: Cocoa
- Market price change: Sugar
- Special recognition: Energy
- A special thanks to our guest speaker Amanda Prochaska of Wonder Services
- Digital version available next week for registered attendees
- Didn't attend but interested in purchasing the seminar on video? Contact us and we’ll set you up!
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management
Expert: Eric Thornton, Commodity Specialist
Friday Apr 21, 2023
Friday Apr 21, 2023
- ADPI (American Dairy Products Institute) annual conference kicks off this weekend
- Milk production report out last week
- Milk production up from last year
- February numbers revised higher
- Herd has increased
- Jeff does the math!
- Bigger herd + higher yield = more milk!
- Awaiting the cold storage report next week
- Stayed tuned: What will butter do?!?
- Look for your invite coming soon for our next webinar
- Dairy market outlook webinar – May 17
- Seats still available for our 2023 Spring Market Seminar!
- Next Wednesday, April 26, 2023 in Oak Brook, IL
- Attend in person or virtually
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Friday Apr 14, 2023
Friday Apr 14, 2023
- #11 market trading near $0.24 per lb on speculative trading influence
- What’s supporting higher prices?
- Lower production in India
- A weak U.S. dollar
- Higher crude oil prices
- #16 domestic raw sugar following along for the ride as high-tier imports prevail
- 2023 Spring Market Seminar registration is almost here!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Tuesday Apr 11, 2023
Tuesday Apr 11, 2023
- Sugar
- No changes to demand
- Stocks-to-use ratio up to a healthy 14.9%
- Although prices don't reflect that
- Supplies increased on added high-tier imports
- USDA reversed course on Mexico
- Wheat
- Reduction in ending stocks
- Small change to the U.S. balance sheet
- Soy complex
- All about Argentina!
- Drought and lower production
- Brazil offsets lower numbers to a degree
- More active Chinese importing from Brazil
- All about Argentina!
- Corn
- Slight reduction in global ending stocks
- U.S. shows reduction in imports, no change in ending stocks
- Markets are watching for planting intentions and upcoming 2023/24 crop
- The farmers are out in the fields!
- 2023 Spring Market Seminar registration is open!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Apr 07, 2023
Friday Apr 07, 2023
- Economy
- Employment data comes in mostly as expected, but still the softest jobs growth in over two years
- The unemployment rate dips to 3.5%, holding at multi-year lows
- Wage growth slowed considerably to 4.2%, from 4.6% in February
- Barring significantly higher inflation data next week, this could give the Fed reason to pause in May
- Crops and commodities
- Loads of reports to digest next week!
- First crop progress report of 2023
- Winter wheat conditions remain abysmal
- Are we headed for a “Super El Niño?”
- 2023 Spring Market Seminar registration
- Seats are going fast! Register today!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host/Expert: Shawn Bingham, Director of Risk Management
Expert: Eric Thornton, Commodity Specialist
Friday Mar 31, 2023
Friday Mar 31, 2023
- Corn & soy complex
- Corn acreage above expectations, no additional help for soybeans
- Corn stocks slightly below analysts’ forecast but bigger story is on-farm holdings
- Soybean stocks may indicate improvement to come for 2022/23 balance sheet
- Wheat
- Wheat acreage up 4.2 million acres
- Stocks for wheat down 8%
- Sugar
- Sugar beet acreage down 4% YOY
- 2023 Spring Market Seminar registration is open
- Seats are going fast!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register today!
Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Friday Mar 24, 2023
Friday Mar 24, 2023
- Learn about Pamoja Farms and Ten Senses
- Farmers, producers of macadamia nuts
- Focused on sustainability
- Smarter growing practices and methodology
- Where are macadamia nuts grown and harvested?
- Current state of the macadamia nut market
- Three factors influencing the market today
- What does the future hold for macadamia nuts?
- McKeany-Flavell's 2023 Spring Market Seminar registration is open!
- April 26, 2023 in Oak Brook, IL
- In-person or virtual
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Guest expert: Guillaume Maillard, Founder & Director at Pamoja Farms