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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
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
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