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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Jul 15, 2022
Friday Jul 15, 2022
- Plant proteins
- What have retail sales looked like for plant proteins in recent years?
- Have plant-based foods been successful at foodservice?
- Is the plant protein market facing similar supply chain challenges as traditional meat?
- What is the current state of the market for plant proteins?
- Pork
- How have retail sales been impacted throughout the pandemic?
- Has foodservice been on par with retail recently? How do these two channels differ? Do any specific items have more traction than others?
- How has the supply chain and logistics within pork been impacted throughout the pandemic?
- What factors have led us to elevated bacon prices?
- Is pork still competitively priced vs. other proteins?
- Register now for Urner Barry’s Global Protein Summit!
- Oct. 17-19 in Chicago
- Register on their website: www.urnerbarry.com
Host: Michael Caughlan, President & CEO
Expert: Andraia Torsiello, Plant Protein & Egg Market Researcher, Urner Barry
Expert: Ryan Hojnowski, Market Researcher/Analyst, Urner Barry
Tuesday Jul 12, 2022
Tuesday Jul 12, 2022
- Corn
- Boost to ending stocks for 2021/22
- Feed and residual use lowered
- Soy complex
- Crush reduced
- Soybean exports reduced for Brazil and Argentina
- Soybean oil still looking tight
- Wheat
- Wheat prices plunge despite a quiet July WASDE
- Stocks to use ratio unchanged at 33%
- Sugar
- 2022/23 sugar supply & demand at 12.4 % STU, under the 13.5 % target
- USDA increases 2021/22 Imports 217,000 STRV
- 2021/22 deliveries increased another 150,000 STRV
- Make sure to register for tomorrow’s Risk Management webinar!
- Wednesday, July 13
- Register here!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Eric Thornton, Commodity Specialist
Friday Jul 08, 2022
Friday Jul 08, 2022
- Freeport Texas LNG terminal event and its effect on natural gas futures
- Impact of the scheduled shutdown of Nord Stream 1 pipeline from Russia to Western Europe
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Friday Jul 01, 2022
Friday Jul 01, 2022
- Recap and insights from executives up and down the global food supply chain
- Topics included:
- State of the economy and impending recession
- Ukraine
- Food shortages/food waste and how tech is working to combat these challenges
- Make sure to register for our upcoming Risk Management webinar!
- Wednesday, July 13
- Register here!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Expert: Shawn Bingham, Director of Risk Management
Thursday Jun 30, 2022
Thursday Jun 30, 2022
- Corn
- Acreage increases modestly
- Farmers say: Still have 2 million to plant!
- Soy complex
- Soybean acreage points to another tight year ahead
- Wheat
- Total wheat acres slip to 47.1 million acres
- Spring wheat acres still in question
- Jun. 1 stocks a lowly 93 million bushels, 34% lower
- Sugar
- Beet area up 35,000 acres vs. March planting intentions report
- Red River Valley up 47,000 acres while other regions offset this increase
- Cane area harvested projected down 10,900 acres
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Eric Thornton, Commodity Specialist
Friday Jun 24, 2022
Friday Jun 24, 2022
- World Bank slashes global growth forecast
- Commodities reacting to threat of deeper recession
- Another debt crisis in EU?
- Time to take some risk off the table and then look again near seasonal low period
- Mark the date:
- Risk Management webinar scheduled for Wed., Jul. 13
- Look for your invite or check mckeany-flavell.com soon!
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management
Friday Jun 17, 2022
Friday Jun 17, 2022
- Latest on the Ukrainian situation
- How are processors responding?
- How are users adapting and what makes the most sense?
- Supply outlook for sunflower and safflower
- Need more info on Edible Oils? Call 832.2866 to schedule an Edible Oils consultation! Or visit our website here!
- And you don’t want to miss our Summer Market Outlook webinar!
- Next Wednesday, June 22
- Register here!
Host: Nicole Thomas, Vice President – Information Services
Guest: Joevic Fabregas, Managing Partner, SF Bay Commodities
Guest: Dustin Nelson, VP of Sales & Marketing, SF Bay Commodities
Friday Jun 10, 2022
Friday Jun 10, 2022
- Corn
- Little in the way of change for corn balance sheets
- Soy complex
- U.S. soybeans get tighter
- Will late harvest be impactful?
- U.S. soybeans get tighter
- Sugar
- Red River Valley plantings finally finished
- 2022/23 production estimates lowered
- Demand left unchanged
- Stocks-to-use ratio for 2022/23 NOT a typo!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Friday Jun 03, 2022
Friday Jun 03, 2022
- A quick recap of the benefits of Cannabinoids
- Latest on GRAS status and the regulatory front
- FDA needs to get moving on decisions
- Some good news from the Ninth Circuit court
- What's on the horizon for demand, trends, and the market
- Download our free CBD study!
Host: Michael Caughlan, President & CEO
Expert: Dave “Swany” Swanwick, Director of Sales, KND Labs
Friday May 27, 2022
Friday May 27, 2022
- U.S. balance sheet
- Southern Plains struggling with worse drought in 20 years
- Crop tour reporting yield numbers down 30-35%
- Spring wheat behind on planting pace
- Southern Plains struggling with worse drought in 20 years
- Global balance sheet
- India's crop estimates go from savior to survivor with unexpected weather conditions
- Canada sees a 6% increase to acreage
- France and Germany has best winter conditions in 6-7 years
- EU wheat crop production
- Could go higher than expectations?
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist