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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Wednesday Jan 12, 2022
Wednesday Jan 12, 2022
- Corn
- Ending stocks up with slight increase in STU
- Ethanol use up
- Soy complex
- Changes to domestic balance sheet minor
- Reasonably bullish factors within some categories
- Wheat
- U.S. stocks improve with export and feed demand revisions
- Winter Wheat Seedlings report
- Did we see an increase in acreage?
- Sugar
- More sugar for Louisiana
- Expect adjustments in March
- Some talk about 2023
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Friday Jan 07, 2022
Friday Jan 07, 2022
- Grains
- Exports category should be lowered for all the grains
- Will USDA factor in recent South American weather and lower production estimates?
- Watch out for the quarterly grain stocks and winter wheat seedlings report
- Sugar
- Minor changes to sugar production for next week's WASDE?
- Sugar market negotiations are quiet for now
- Supply chain issues continue to be the challenge
- Register now for our upcoming Cocoa Market Update webinar on Jan. 26!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Thursday Dec 30, 2021
Thursday Dec 30, 2021
- What the corn!? Why are we above $6?
- Weather outlook in South America
- Specs add over 50,000 longs to corn positions in last three weeks
- Soybeans see biggest single week of buying in over a year
- Managed money traders still selling soybean oil
- Wheat interest mostly liquidations with a neutral bias
- Happy New Year!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Expert: Shawn Bingham, Director of Risk Management
Wednesday Dec 22, 2021
Wednesday Dec 22, 2021
- Dairy
- Steep herd declines in 2021 have helped support and drive prices higher
- Will that trend continue in 2022 or will herd bounce back?
- Cocoa
- Grind expanded around the globe at an annual rate of 3.4% during 2021; can that trend continue?
- As we near the halfway point in the main crop season, arrivals are lagging
- Concerns are increasing for a mounting deficit in the upcoming season
- Energy
- Crude oil prices advanced from $47 to $70/barrel over the past year
- Inflation and rising interest rate environment set the stage as we move into 2022
- Will Omicron derail OPEC+ plans to expand output at these elevated prices?
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Friday Dec 17, 2021
Friday Dec 17, 2021
- Wheat
- Total yield improves to 48-50 bushels per acre
- Ending stocks improve to over 583 million bushels
- CBD
- More states legalize CBD for food use
- Economy
- Covid finally fades from the economic landscape
- Inflation forces the Fed to raise rates more than 75bp
- S&P 500 ends lower than it begins
- Corn and soybean oil
- More volatility
- Tight commercial markets through FH 2022
- Sugar
- World #11 price ranges $0.18 - $0.22 on lower Indian exports
- Domestic production repeats itself in 2022, beet over 5.0 million
- Domestic #16 raw sugar stays above $0.34 per lb
- Happy Holidays!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Expert: Shawn Bingham, Director of Risk Management
Expert: Nicole Thomas, Vice President – Information Services
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Thursday Dec 09, 2021
Thursday Dec 09, 2021
- Corn and soybean complex
- Domestic corn and soy unchanged
- Stronger yield for soybean oil
- Lower global soybean ending stocks
- Wheat
- U.S. and global balance sheets improve slightly
- Record Australian crop at 34 MMT
- Sugar
- Beet and cane production lowered 20,000 and 72,000 STRV, respectively
- Mexican imports lowered despite recent additional 150,000 MT quota
- Don’t forget to register now for our Hot Ingredients webinar on Dec. 15!
- In-depth dive into honey, nuts, and oats
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Friday Dec 03, 2021
Friday Dec 03, 2021
- DOJ sues to block U.S. sugar acquisition of Imperial
- USDA and DOC increase Mexico imports 150,000 STRV
- Mexico production ramping up with improved yields
- Register now for our latest Hot Ingredients webinar on Dec. 15!
- In-depth dive into honey, nuts, and oats
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
- Mike’s great Thanksgiving jokes!
- Nicole’s top 10 things supply chain professionals are thankful for this year!
- Happy Thanksgiving!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Friday Nov 19, 2021
Friday Nov 19, 2021
- Mexico getting into harvest
- Mills ramping up
- USDA raises production
- Mexico has lots of sugar to send to the world market
- #16 remains super tight
- No relief until April 2022
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Friday Nov 12, 2021
Friday Nov 12, 2021
- Snow is falling in Chicagoland!
- Inflation, as measured by CPI, hits highest level in 30 years
- Energy, food, and used cars top the inflation list
- Federal Reserve seemingly unresponsive
- Remember to register for our Risk Management Webinar!
- Featuring Eric Thornton and Shawn Bingham
- Wednesday, Nov. 17, 2 pm ET
Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Shawn Bingham, Director of Risk Management