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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Aug 12, 2022
Friday Aug 12, 2022
- How did acreage shake out for wheat, corn, and soybeans?
- Wheat
- U.S. wheat demand increases 31 million bushels
- Record large global wheat production, but stocks remain unchanged
- Corn/soy complex
- Corn yields lowered, but soybean yields increase: Interesting!
- Sugar
- Sizeable increase for beet sugar production
Host: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Friday Aug 05, 2022
Friday Aug 05, 2022
- Sustainability and transparency becoming everyday language
- Craig and Eric discuss the upcoming farm bill
- Are there concerns about the beet and cane crops?
- Spot sugar remains almost nonexistent
Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Eric Thornton, Commodity Specialist
Friday Jul 29, 2022
Friday Jul 29, 2022
- What’s driving the move higher on soybeans?
- Another bullish run for soybean oil?
- How will consumption/policy play into the 2022/23 balance sheets?
Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Friday Jul 22, 2022
Friday Jul 22, 2022
- Russia and Ukraine agree to open grain corridor through Black Sea
- Could see as much as 5 MMT of grain flowing out of three major ports in the next few weeks
- Crop conditions near long-term averages, but supply is still a significant concern even in the most optimistic forecasts
- Federal Reserve triggered commodity long liquidations
- Will it turn to short selling?
- Be extra cautious licking the last drops of milk from a can!
- For more information on our Risk Management services visit mckeany-flavell.com.
Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Shawn Bingham, Director of Risk Management
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