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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Feb 17, 2023
Friday Feb 17, 2023
- Jobs grow by 517,000
- Double the normal expectations
- Consumer prices up 6.4% ahead of expectations
- Retail sales jump 3%
- More than double the estimate
- Producer prices revised higher for December and beating expectations in January at 6.0%
- Overnight Fed funds rate at year-end jumps from 4.40 to 5.08% on talk FOMC might return to 50bp hikes
- 2023 Spring Market Seminar registration is now open!
- April 26, 2023 in Oak Brook, IL
- Attend in person or virtually
- Visit mckeany-flavell.com to register!
Host: Eric Thornton, Commodity Specialist
Expert: Shawn Bingham, Director of Risk Management
Friday Feb 10, 2023
Friday Feb 10, 2023
- Main season starting to wind down
- Weather and market expectations for mid-crop
- Q4 grinds weaker than expected
- That helps offset trimmed production forecasts
- Deficit or surplus year? What buyers are doing
- Origins continue to sign agreements
- Look for increasing domestic bean processing
- Jeff’s take on the cocoa futures market
- 2023 Spring Market Seminar registration is now open!
- 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
Wednesday Feb 08, 2023
Wednesday Feb 08, 2023
- Corn & soy complex
- Corn and soybean balance sheets reflect status quo
- Soybean ending stocks improve
- Brazil soybean crop phenomenal!
- Edible oils
- Soybean oil: Reduction in crush
- Vegetable oil up YOY
- Wheat
- U.S. wheat balance sheet rises “an entire” 1 million bushel: Hardly any changes
- USDA finally raised Russian wheat crop production, but was it enough?
- Sugar
- Beet production raised 52,000 STRV to 5.1 million STRV
- Louisiana cane production lowered 83,000 STRV on December freeze damage
- 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: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Feb 03, 2023
Friday Feb 03, 2023
- Was Dr. Strange a market forecaster?
- Factors creating soft floors and ceilings for corn and soy (and soybean oil)
- Extended: Edible oils timing and coverage in uncertain markets
- 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: Nicole Thomas, Vice President – Information Services
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
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
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
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
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
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