63.4K
Downloads
451
Episodes
Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
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
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