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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Apr 25, 2025
Friday Apr 25, 2025
- Cocoa
- Why is cocoa remaining a commodity headache?
- Q1 2025 cocoa bean grinds were better than expectations
- U.S. cocoa bean stocks improve
- Sugar
- Brawley, CA sugar beet plant to close
- What does it mean for the sugar market?
- Brawley, CA sugar beet plant to close
- Thanks to all who participated in our 2025 Spring Market Seminar!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Advisor
Friday Apr 18, 2025
Friday Apr 18, 2025
- The dreaded “T” word and its impact on a few edible oil categories
- Why the bullishness in soybean oil futures?
- Join us next Wednesday, April 23!
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Not a client? It’s only $395 per person to attend!
- Visit mckeany-flavell.com to register today!
Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services
Thursday Apr 10, 2025
Thursday Apr 10, 2025
- Soy complex
- Slight change to soybean ending stocks
- Production increases in soybean oil along with decreases to biofuels and food use were mostly offset by an increase to exports
- Wheat
- Significant increases to hard red winter and spring wheat
- How has the market reacted?
- Significant increases to hard red winter and spring wheat
- Corn
- Corn use up putting ending stocks-to-use down
- Sugar
- Beet production up to a record, while cane production is lowered
- High-tier imports increased
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Commodity Risk Management
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Apr 04, 2025
Friday Apr 04, 2025
- Recent avian flu hits & spring migration
- Egg supply & current demand
- A sneak peek at eggs being covered at our Spring Seminar
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Have you registered? Visit mckeany-flavell.com to get it done!
Host: Eric Thornton, Senior Commodity Advisor
Expert: Marilyn Adutwum, Data Analyst
Monday Mar 31, 2025
Monday Mar 31, 2025
- Corn and soybeans
- Corn, soybean acreage relatively in line with pre-report estimates
- Less corn, soybeans in on-farm storage than last year
- Wheat
- Second fewest planted wheat acres on record
- Hard red spring wheat down how much?
- Wheat stocks come in slightly bearish and above expectations
- Sugar
- Beet planting area forecast to increase
- Minnesota and North Dakota both up
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Have you registered? Visit mckeany-flavell.com to get it done!
Host/Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor
Friday Mar 28, 2025
Friday Mar 28, 2025
- Market expects more corn acreage vs. soybeans, but just how much?
- Wheat acres could see a small increase vs. last year
- Wheat futures also reach fresh contract lows today: Great buying opportunity!
- Grain stocks may surprise more than the acreage report, so too could the Apr. 2 tariff deadline
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Advisor
Friday Mar 21, 2025
Friday Mar 21, 2025
- Wheat
- U.S. winter wheat crop has endured challenges
- Will April rains be welcomed?
- Weather
- La Niña expected to fade in the coming weeks
- U.S. Midwest dealing with more drought and dryness headed into spring planting season
- Economy
- Fed holds rates steady but eases via treasury holdings
- FOMC lowers 2025 growth forecast and raises inflation forecast
- With two opposite battles to find, will Chairman Powell likely choose slowing growth as the most eminent problem?
- Join us next Wednesday, March 26 for our Seasonal Market Outlook webinar!
- Look out for your invite or sign up now on mckeany-flavell.com
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Shawn Bingham, Director of Commodity Risk Management
Friday Mar 14, 2025
Friday Mar 14, 2025
- Inflation, while elevated, is taking a back seat to tariff troubles
- Consumer sentiment and spending is declining, raising questions about future demand
- Wall Street and others are lowering their U.S. growth forecasts: Will this spread globally?
- Time to talk 2026 sugar with your suppliers
- May the Luck O’ the Irish be with you!
- Our next webinar: Seasonal Market Outlook
- Wednesday, March 26, 2025
- Look for your invite next week, or sign up now on mckeany-flavell.com
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register today!
Host/Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Shawn Bingham, Director of Commodity Risk Management
Tuesday Mar 11, 2025
Tuesday Mar 11, 2025
- Corn and soy complex
- U.S. corn, soybean balance sheets unchanged with much in the way of consumption uncertainty
- Global S&D for corn and soybeans both show declining ending stocks vs. last month’s report
- Wheat
- USDA cuts exports due to slower sales and shipments
- Global wheat ending stocks FINALLY deviate from the 257 MMT stranglehold!
- Sugar
- Sugar deliveries lowered
- Beet production increased to a record amount
- Our next webinar: Seasonal Market Outlook
- Wednesday, March 26, 2025
- Look for your email invite, or sign up now on mckeany-flavell.com
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Mar 07, 2025
Friday Mar 07, 2025
- Outlining risks and impacts in the short- and long-term for grains and softs
- Import tariffs and agricultural products coming in…
- Impact on some edible oil, corn-derivative, cocoa, and sugar markets
- Retaliatory tariffs and agricultural products going out…
- Impact on corn, wheat, soy complex, and meat exports
- Wheat
- Impacts net bearish long term, but regional basis could rise without Canadian wheat imports
- Cocoa
- Cocoa products from Canada subject to “pantry loading” ahead of tariffs—or users pushing out orders to avoid tariffs
- Sugar
- Mexican sugar imports at risk of tariffs—longer-term price implications
- Bearish corn, soybeans, and soybean meal but very supportive for soybean oil
- Smaller and niche edible oil markets most impacted by import tariffs
- Our next webinar: Seasonal Market Outlook
- Wednesday, March 26, 2025
- Look for your invite next week, or sign up now on mckeany-flavell.com
- McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
- Live online event! Free for all clients!
- Wednesday, April 23, 2025
- Visit mckeany-flavell.com to register today!
Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor