McKeany-Flavell Hot Commodity Podcast Series
In memoriam: CME futures trading pits

In memoriam: CME futures trading pits

October 1, 2021
  • Open outcry has been silenced
  • Remembrances from the past
  • Impact on the markets
  • UB Executive Conference. Thank you, Urner Barry!

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Shawn Bingham, Director of Risk Management

 

A whole lot mooving in the dairy markets

A whole lot mooving in the dairy markets

September 24, 2021
  • Milk product report
    • Milk output up slightly as herd continues to drop
  • Fonterra GDT auction
    • Both skim and whole milk gain ground
  • Cold storage report
    • Butter stocks fall
  • Remember to register for our Wheat Fundamentals Webinar!
    • Eric Thornton covers all you need to know on wheat
    • Next Wednesday, Sep. 29, 2pm ET

Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Jeffrey Rasinski, Consultant

Technically speaking with Shawn Bingham

Technically speaking with Shawn Bingham

September 17, 2021
  • Break on through… Shawn's doors
  • Managed money AUM sees big first-half increases
  • Increased speculator activity
  • Long liquidations continue, but funds not yet selling short
  • Seasonal corn low may not be in, but the floor seems pretty clear

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management

September WASDE recap: Friday fun!

September WASDE recap: Friday fun!

September 10, 2021
  • Corn and soy complex
    • Steady, but bump on yields for both
    • Soybean oil crush lowered
  • Sugar
    • Adjustments galore!
    • TRQ imports trimmed by 96,000 STRV
    • Beet production raised
      • Damage assessments in Louisiana still underway after Hurricane Ida
    • Numerous changes in imports
  • Wheat Fundamentals Webinar! Mark your calendars on Sep. 29!
    • Invites out soon

Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Kevin Combs, Vice President – Sweeteners Specialist

 

What to expect from next week’s WASDE

What to expect from next week’s WASDE

September 3, 2021
  • Expect USDA to be conservative
  • We don’t anticipate any further reduction to yields for corn and soybeans
  • Stay vigilant on orders
    • FEMA is going to stress pool of truck drivers over the next 5-6 weeks
  • Craig’s college football picks!

Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist

 

The edible oils situation

The edible oils situation

August 27, 2021

Urner Barry Executive Conference | Las Vegas | Sept. 26-28, 2021

 

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services

The sugar guru has spoken

The sugar guru has spoken

August 20, 2021
  • Beet crop yields encouraging
  • Will #11 and #16 raw sugar futures move lower?
  • Who the heck is DK Metcalf?

Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist

 

 

A wild-n-crazy August WASDE

A wild-n-crazy August WASDE

August 12, 2021
  • Wheat
    • Global wheat production slashed
    • U.S. wheat balance sheet tightens further
  • Corn
    • Yield down significantly
    • Reduction to production
      • Nicole’s song coming soon!
  • Soy complex
    • Lower than average yields coming soon?
    • Ending stocks stayed the same
  • Sugar
    • USDA indicates no policy announcements on sugar imports
    • No major S&D adjustment

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Sweeteners Specialist

 

Corn yield projection & WASDE estimates

Corn yield projection & WASDE estimates

August 6, 2021
  • Corn yield exercise
    • What’s the number?
  • Soybean and corn predictions for WASDE
  • USDA may further reduce spring wheat production
  • Global wheat production to fall

Host: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist

Running the bases on cocoa & chocolate

Running the bases on cocoa & chocolate

July 30, 2021
  • High level review of Q2 grinds around the world by major reporting region
  • Aggregated summary of global grind
    • How it's changed since start of the season
  • Corporate earnings for H01 from some of the major chocolate/confectionery companies
  • Cocoa prices and speculator activity over the most recent weeks
  • McKeany-Flavell's education series
    • Edible Oils 101
    • Corn & Corn Sweeteners 101
    • Strategic Sourcing
    • Call +1 (510) 832 2866 to learn more!

Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant

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