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