Episodes
Friday Jan 27, 2023
Your MKF Weather Center Update!
Friday Jan 27, 2023
Friday Jan 27, 2023
- Some insights on La Niña and what could be ahead weatherwise for 2023
- What regions and crops may benefit or see challenges?
- Is a return to El Niño in the works?
- 2023 Spring Market Seminar registration is now open!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Friday Jan 20, 2023
Q1 comin’ in hot: Is this the new normal?
Friday Jan 20, 2023
Friday Jan 20, 2023
- 2023 hits the ground running for commodities with early concerns about:
- Supply chain
- Global economies
- Consumer demand and inflation
- Seasonal influences in grain markets are often more about probability than magnitude
- Sugar demand or no sugar demand? That is the question!
- Tracking consumers and the influence of inflation
- Register here for next week’s Risk Management webinar!
- Wednesday, January 25
- 11:00 AM Pacific | 2:00 PM Eastern
- 2023 Spring Market Seminar registration is now open!
- April 26, 2023 in Oak Brook, IL
- Visit mckeany-flavell.com to register!
Host/Expert: Shawn Bingham, Director of Risk Management|
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Thursday Jan 12, 2023
WASDE New Year! (& Grain Stocks, too!)
Thursday Jan 12, 2023
Thursday Jan 12, 2023
- Corn
- U.S. production reduced
- Soy complex
- U.S. production reduced
- Wheat
- Wheat stocks-to-use tightens further amidst a myriad of changes
- Whoa! How many winter wheat acres?!?
- Sugar
- Surprising production, STU increase for domestic sugar
- Register now for our Risk Management webinar!
- Wednesday, January 25
- 11:00 AM Pacific | 2:00 PM Eastern
Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Friday Jan 06, 2023
Stay warm with this toasty, cozy sugar update
Friday Jan 06, 2023
Friday Jan 06, 2023
- Freeze in December to lower Louisiana cane production
- Early Mexico cane yields lower than last year
- Will beet production exceed USDA forecast?
- Register here for our Risk Management webinar!
- Wednesday, January 25
- 11:00 AM Pacific | 2:00 PM Eastern
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Dec 30, 2022
Energy year-end review
Friday Dec 30, 2022
Friday Dec 30, 2022
- Natural gas
- A busy year for natural gas!
- Final activation halted on Russian Nord Stream 2 pipeline
- Russian exports of gas on Nord Stream 1 pipeline a no-go
- Explosion at Freeport, TX LNG facility
- EIA inventories continue to lag both 2021 levels and five-year average
- What to watch for in 2023:
- Winter weather and drawdown in inventory
- Ukraine, China's re-opening, and potential recession
- A busy year for natural gas!
- Crude oil
- Average price of crude oil 39% above 2021
- Record-high gasoline and diesel prices last June
- Global crude demand to slow but could be offset by China and SPR
- Be on the lookout for your invite to our upcoming Risk Management webinar!
- Wednesday, January 25
- McKeany-Flavell’s Spring Market Seminar is happening on April 26, 2023!
- Mark your calendars, registration opens in January!
- Happy New Year!
Host/Expert: Shawn Bingham, Director of Risk Management
Expert: Jeffrey Rasinski, Consultant
Friday Dec 23, 2022
Holiday fun with Shawn & Nicole!
Friday Dec 23, 2022
Friday Dec 23, 2022
- Special holiday message from President & CEO Michael Caughlan
- Reindeer games and holiday movie trivia!
- Sit back with a warm cup of cocoa and enjoy
- Happy Holidays to all!
Host: Shawn Bingham, Director of Risk Management
Expert: Nicole Thomas, Vice President – Information Services
Friday Dec 16, 2022
Loading sequence for 2023! How 2022 shaped the outlook for the new year
Friday Dec 16, 2022
Friday Dec 16, 2022
- Dairy
- Herd size fluctuations
- Price volatility looks to calm
- Economy & energy
- Stock market will look better than 2022
- No big drops to energy due to plentiful reserves
- Sugar
- Weather concerns for the #11 crop
- Expect great #16 crops from Louisiana and Florida
- Beet crops will be planted on time!
- Corn
- Acreage will compete once again with soybeans
- Prices releasing by Q4?
- Wheat
- Increase in production for U.S.
- Decrease on the global front
- Edible oils
- Optimism once we get through Q1
- Prices should equalize between soybean oil and canola oil
- McKeany-Flavell’s Spring Seminar coming April 26, 2023!
- Mark your calendars
- Registration opens in January
- Happy Holidays!
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Expert: Shawn Bingham, Director of Risk Management
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Eric Thornton, Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services
Friday Dec 09, 2022
December WASDE: Not a creature was stirring…
Friday Dec 09, 2022
Friday Dec 09, 2022
- Wheat
- Minimal changes for wheat
- Argentina’s wheat crop now 45 percent below last year
- Corn & soy complex
- Minimal changes for both
- Sugar
- Beet sugar production lowered 67,000 STRV
- Cane production increased 20,000 STRV
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Dec 02, 2022
Baking season is upon us!
Friday Dec 02, 2022
Friday Dec 02, 2022
- Congress to intervene and keep railroads operating
- Beet crop concerns lead to tight S&D and higher prices
- Plenty of raw sugar, but limitations on refining capabilities
- Plantings for 2023/24: Will farmers plant fewer sugar beets?
- Don’t miss Craig speaking at the 2022 Sosland Publishing Winter Webinar!
- Next Wednesday, Dec. 7
- Register here!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Wednesday Nov 23, 2022
Thanksgiving fun with markets & movies!
Wednesday Nov 23, 2022
Wednesday Nov 23, 2022
Nicole splices your favorite commodity markets with her favorite movies by the "Master of Suspense," Alfred Hitchcock.
Play your role and guess which market goes with which movie as she takes you on a thrilling journey.
Happy Thanksgiving!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services