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Episodes
Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday May 20, 2022
Friday May 20, 2022
- Soybean oil
- U.S. acreage vs. strong demand
- Canola oil
- Canadian production rebound with consumption growth to come
- Palm oil
- Indonesian policy and general supply dynamics
- And don’t forget to register for episode 3 of our Hot Ingredients webinar!
- Next Wednesday, May 25
- Covering eggs, keto diet, and GMO foods
- Register here!
Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Friday May 13, 2022
Friday May 13, 2022
- How the industry is maneuvering to meet today's challenges
- Truck driver and mechanic shortages and how to incentivize them
- More flexible and collaborative relationships with food manufacturers, shippers, and end customers
- Energy cost concerns and possible shortages?
- Have more questions about transportation?
Email us at inquire@mckeany-flavell.com and we’ll answer them in our next transportation episode!
Host: Michael Caughlan, President & CEO
Expert: John Dillman, Executive VP & Chief Marketing Officer, Foodliner
Thursday May 12, 2022
Thursday May 12, 2022
- Wheat
- Today’s report was bullish for 2022/23
- Wheat futures up sharply
- 2021/22 export numbers raised
- Corn
- No changes to 2021/22
- 2022/23 forecasted production down 4%
- Surprising change to yield: Way to under-promise and over-deliver!
- Soy complex
- Crush/exports expected to rise
- Good upcoming year for soybeans? USDA thinks so!
- Soybean oil share higher than meal share
- Sugar
- 2021/22 imports increased to reflect USDA quota increases and TRQ reassignments
- Beet production lowered 84,000 on late plantings
- Sugar deliveries increased for third consecutive month
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Friday May 06, 2022
Friday May 06, 2022
- Global Dairy Trade auction event
- Chinese mostly absent
- Most prices collapse
- Weakest in seven years
- Dairy products report
- Stocks and cold storage raising
- Dairy herd and milk production update
- Feb/Mar sees massive increase in herd count
- New record for milk yield
- Cows love the cold!
- Price relief on the horizon?
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Friday Apr 29, 2022
Friday Apr 29, 2022
- Crop progress
- Limited plantings for some key commodities like corn and sugar beets
- Slowest start in years for sugar and probably two weeks behind where we ought to be
- More rain on the way through this weekend for parts of the upper Midwest
- Fed
- Meeting starts Tuesday of next week with decision on rates coming May 4
- Likely to raise rates by 50 basis points
- Recession appears to be around the corner?
- Thanks to all those who attended our Spring Seminar in Oak Brook (both in-person and virtually)! Videos of the presentations will be available soon for attendees.
Host/Expert: Shawn Bingham, Director of Risk Management
Expert: Jeffrey Rasinski, Consultant
Friday Apr 22, 2022
Friday Apr 22, 2022
- Slipknot/duality
- $8 corn—Why?!?
- Planting progress update
- Indonesia plans to ban edible oil exports
- It’s not too late to register for our Spring Market Seminar 2022!
- Next Wednesday, April 27, Oakbrook, IL
- Register to attend in person or virtually—your choice!
- Register here!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Friday Apr 15, 2022
Friday Apr 15, 2022
- E15 waiver to have marginal impact on either corn or gasoline
- Technical and fundamental picture still bullish prices
- Latest inflation data will keep money flowing into commodity index funds
- Speculators using about 56% of available leverage on long corn positions
Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Shawn Bingham, Director of Risk Management
Friday Apr 08, 2022
Friday Apr 08, 2022
- Corn
- U.S. corn ending stocks unchanged
- Global projection a head-scratcher
- Soy complex
- Global supply and demand—reductions too little, too late
- Sugar
- Sugar production lowered 75,000 STRV
- Demand increased 65,000 STRV
- Stocks-to-use at bullish 12.5%
- And don’t forget to register for our Spring Market Seminar 2022!
- Wednesday, April 27, Oakbrook, IL
- Register to attend in person or virtually—your choice!
- Register here!
Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Thursday Mar 31, 2022
Thursday Mar 31, 2022
- Sugar
- Sugar beet plantings lose 17,000 acres
- What state was the biggest loser?
- Wheat
- Spring wheat acres disappoint, but total wheat acres up 1 percent vs. 2021
- Mar. 1 wheat stocks the lowest since 2008
- Corn and soybeans
- Soybeans top corn for acreage
- Grain stocks hint at basis activity for rest of the season
- Technicals
- Cotton acreage rebounds with prices over $1.40 per lb
- No material technical levels broken in grains following the report
Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Jeffrey Rasinski, Consultant
Expert: Eric Thornton, Commodity Specialist
Expert: Shawn Bingham, Director of Risk Management
Friday Mar 25, 2022
Friday Mar 25, 2022
- Cases are on the rise across the U.S.
- How this compares to the 2015 mega outbreak
- Impacts to feed demand and the egg industry
- Quick preview of next week’s Prospective Plantings report
- And don’t forget to register for our Spring Market Seminar 2022!
- Wednesday, April 27, Oakbrook, IL
- Register to attend in person or virtually—your choice!
- Register here!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist