McKeany-Flavell Hot Commodity Podcast

Thanksgiving fun with markets & movies!

Nicole splices your favorite commodity markets with her favorite movies by the "Master of Suspense," Alfred Hitchcock.

 

Play your role and guess which market goes with which movie as she takes you on a thrilling journey.

 

Happy Thanksgiving!

 

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

Inflation Station: The interest rate express train rolls on

• The Fed’s Bullard suggests rates may have to rise to as much as 7% to sufficiently cool inflation
• CPI and PPI recently surprised a bit lower but remain well above the Fed’s comfort zone
• The Treasury curve reacted to the news by inverting further, which increases the likelihood of a deeper, longer recession than the short version we just came out of
• The silver lining (or cotton candy in this case) should be lower crude and crude refined product values that should lend a headwind to corn and soybean oil
• And save the date!
  • 2023 Spring Market Seminar: Acting with an award-winning script
  • Wednesday, April 26, 2023
  • Oakbrook, IL

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

 

A thankfully quiet November WASDE

• Corn & soy complex
  • Modest increases to corn, soybean ending stocks
  • USDA still firming soybean oil consumption for 2021/22
• Wheat
  • U.S./global wheat stocks see minimal adjustments
• Sugar
  • Beet production lowered a net 33,000 STRV
  • Cane production lowered a net 17,000 STRV
  • Imports from Mexico lowered 194,000 STRV
• Register now for our Fall Market Outlook webinar!
  • Wednesday, November 16
  • Register here!

Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Eric Thornton, Commodity Specialist

Sugar: Looking for the win!

• Beet production update
  • Yields below average
  • Drier weather helping with sugar content
• Will demand soften in 2023?
  • A head scratcher!
• Register now for our Fall Market Outlook webinar!
  • Wednesday, November 16
  • Register here!

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

Live from ABLC Next 2022!

• New technologies to reduce carbon emissions
  
• CPGs look to be net carbon zero by 2050
  
• Investment in infrastructure and agricultural practices
  
• Effect on wet milling industry and pricing for starch, dextrose, glucose, and high fructose
  
• Make sure to register for Fall Market Outlook webinar!
  • Wednesday, Nov. 9, 2022
    
  • Register here!

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

Wheat: Where does it go from here?

• U.S. and global wheat stocks review
• Russia/Ukraine grain corridor remains a major focus
• Potential change regarding La Niña?
• We've hit our 300th episode! A shout-out and special thanks to all our listeners for getting us here! We need your help to make the next 300+ better! Go to www.mckeany-flavell.com/podcast and tell us what you want to hear on future podcasts!

Host/Expert: Shawn Bingham, Director of Risk Management
Expert: Eric Thornton, Commodity Specialist

 

Transportation update with Foodliner: What to expect moving forward

• What’s driving expected price increases for the next year?
• What are the factors creating current challenges?
• How much of an increase should one expect to budget?
• What makes a good partnership with your clients?
• What’s been the biggest challenges on the regulations front?
• Have more questions about transportation?
  Email us at inquire@mckeany-flavell.comand we’ll answer them in our next transportation episode!

Host: Michael Caughlan, President & CEO
Expert: John Dillman, Executive VP & Chief Marketing Officer, Foodliner

 

 

October WASDE: As scary as the Grain Stocks report?

• Wheat
  • Ending stocks lowest since 2007/08
  • Wheat exports fall to lowest in 50 years
• Corn
  • Corn will need help from consumption
• Soy complex
  • Fingers crossed for South American soybeans!
• Sugar
  • Compared to its row crop cousins, sugar is the “quiet child”
• Make sure to register for next week’s natural gas webinar!
  • Wednesday, Oct. 19
  • Register here!

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

Cocoa & the farmgate price

• Farmgate price and its increase explained
  • Benefits and incentives to the farmers
• Know the exchange rate for West African currencies?
  • Jeff does!
• Production and deliveries expectations for the upcoming year
• Weather and rain factors looking forward
• Expectations for chocolate demand

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

 

September 2022 Grain Stocks report: The gut punch edition

• Corn
  • Gut punch!
• Soy complex
  • Soybean ending stocks higher than expected
• Wheat
  • Gut punch!
  • 2022 production slashed by 133 million bushels
  • Stocks steady at 1.77 billion bushels

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