61.7K
Downloads
435
Episodes
Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Mar 18, 2022
Friday Mar 18, 2022
- Lessons learned at the Western Candy Conference
- Need sound reason during these difficult times
- Pandemic
- Inflation
- War
- Self-improvement = team improvement
- Driverless trucks on the horizon?
- Derek’s birthday is today. Happy Birthday, Derek!
- Need sound reason during these difficult times
- We encourage everyone (not just candy folks) to become a member of the Western Candy Association. It’s a great resource and way to collaborate! More info on becoming a member can be found at westerncandyconference.org
- And don’t forget, registration is now open for our Spring Market Seminar 2022! Seats are filling up fast!
- Wednesday, April 27, Oakbrook, IL
- Register to attend in person or virtually—your choice!
- Register here!
Host: Michael Caughlan, President & CEO
Guest: Derek Glade, President (Western Candy Association), VP Sales & Marketing (Taffy Town)
Tuesday Mar 15, 2022
Tuesday Mar 15, 2022
- Energy
- Crude oil, home heating oil, gasoline spiking
- Sticker shock at the pump!
- Good news: Winter winding down
- Corn
- March 31 Prospective Plantings report is next key market indicator
- Russia makes up less than 10% of U.S. fertilizer imports
- Russia makes up over 35% of Brazil’s fertilizer imports
- Wheat
- Ukraine spring crops down 39% vs. last year
- Crop reduction numbers beginning to come out
- Economy
- Fed set to start rate hike process tomorrow
- Fed Chairman Powell between a rock and a hard place
- Recession seems inevitable
- Edible oils
- Sunflower oil
- Ukraine and Russia represent 50% global production
- Where will supply come from now?
- Sunflower oil
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Eric Thornton, Commodity Specialist
Expert: Shawn Bingham, Director of Risk Management
Expert: Nicole Thomas, Vice President – Information Services
Friday Mar 11, 2022
Friday Mar 11, 2022
- What have Mike and Pete learned?
- Innovation is back, baby!
- Not as much GMO seen, but plant-based is killing it!
- The grab-and-go concepts are hooking up with health & wellness
- Who’s up for a juice shot?!?
- Mike’s favorite booth!
- Athletic Brewing Company
Host & expert: Michael Caughlan, President & CEO
Expert: Pete Church, Director of Marketing
Wednesday Mar 09, 2022
Wednesday Mar 09, 2022
- Corn
- Domestic and global corn stocks see reductions
- Soy complex
- Soybeans tightening, but possibly more to come for global edible oil?
- Wheat
- Wheat didn’t pay attention to WASDE
- U.S. wheat exports lowered again; where do they go from here?
- USDA accounts for lower exports out of Russia and Ukraine
- Sugar
- Sugar production lowered 58,0000 STRV
- Sugar deliveries for food use increased 100,000 STRV
- These factors combined allowed USDA to only lower Mexico imports by 15,000 STRV
Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Friday Mar 04, 2022
Friday Mar 04, 2022
- Ball is in USDA’s court
- TRQ decisions
- April is out; May or June most likely
- 2022 International Sweetener Colloquium
- Not much business activity, pushing things out
- Some price indications, sugar companies not quite ready
- Reasonable STU, supply looks good for both beet and cane
- Register now 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: Kevin Combs, Vice President – Sweeteners Specialist
Wednesday Mar 02, 2022
Wednesday Mar 02, 2022
- What we’ve learned
- Inflation is real!
- Expect a heavy negotiation season
- The sugar folks are friendly!
- What to expect in the year ahead
- Beet industry sold by mid-June
- Price increases and pain
- But also, innovation!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Expert: Shawn Bingham, Director of Risk Management
Expert: Jeffrey Rasinski, Consultant
Friday Feb 25, 2022
Friday Feb 25, 2022
- Wheat and corn exports could be impacted
- Biden specifically not targeting energy payment sanctions
- Traders bet grain sanctions off the table given global inflation pressures
- Technical profile suggests price action on Feb. 24, 2022 was at least partially driven by a short squeeze exhaustion
- Grain and energy markets likely to retreat at least temporarily until buyers step back in lower
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Expert: Shawn Bingham, Director of Risk Management
Friday Feb 18, 2022
Friday Feb 18, 2022
- Situation in South America positive for U.S. soybean, soybean product exports
- Indonesian actions make tight market tighter
- Futures coverage from here?
- Next Wed, Feb. 23, is our Key Ingredients of 2022 webinar
- Registration is open for our Spring Market Seminar 2022!
- Wednesday, April 27, Oakbrook, IL
- Register to attend in person or virtually—your choice!
- Register here!
Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services
Friday Feb 11, 2022
Friday Feb 11, 2022
- Crude oil is spiking on geopolitical events
- Inflation is back and climbing after having just fell under 5%
- Commodity markets are on the move higher
- Interest rates are low by early 70’s comparisons
- What does the Fed do to cool the inflation spiral?
- How does it end economically?
- What can we take from that period and apply to a forecast?
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management
Wednesday Feb 09, 2022
Wednesday Feb 09, 2022
- Sugar
- Sugar supplies increase
- 2021/22 stocks-to-use ratio hits 14.7%
- Raw sugar prices still over $.36 per lb for current crop year
- Wheat
- Relative snooze
- Corn
- See wheat
- Soybean complex
- Projection adjustments show why it will be the market to watch for 2022
- Registration is open 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: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services