McKeany-Flavell Hot Commodity Podcast

November WASDE: A whole lotta shifting for sugar

• Corn
  • Higher ending stocks for corn but stocks-to-use remains low
• Soy complex
  • Domestic soybean oil balance sheet loosening but global scenario remains tight
• Wheat
  • U.S. wheat exports fall to lowest since 2002/03
  • Global stocks fall further
• Sugar
  • Huge revisions for 2020/21 and 2021/22 beet production
  • Lower on imports 2020/21, but up for 2021/22
  • Deliveries reverse course and are lowered

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

 

 

A look into the future of biofuels & the bioeconomy

• Recap of the ABLC 2021 Conference
• Future of the bio industry
  
  
• Visit our website for a look at our 2021 U.S. Corn Wet Milling Study
• Keep an eye out for your invite to our upcoming webinar!
  • Nicole Thomas and Shawn Bingham will cover risk management
  • On Wednesday, Nov. 17, 2 pm ET

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

 

Edible oils market: It’s a horror show!

• Why higher soybean oil despite better stocks?
• What factors are driving various oil markets higher, and how high could they go?
• For IQ subscribers
  • Coverage recommendations for select edible oils markets
• Not an IQ subscriber but curious?
  • Sign up here for a test drive! Vroom vroom!
• Happy Halloween!

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

 

Cocoa update: Grinds, arrivals, & more!

• Q3 grinds post solid results for Europe, N. America, and Asia
  • Lifting crop-year grind results to an impressive +3.4% globally
• Three weeks into the new season and arrivals have been sluggish
  • Dry weather experienced earlier this spring and disappointingly lower farmgate price are being blamed
• Remember to register for our Fall Market Outlook Webinar!
  • Nicole Thomas and Kevin Combs cover corn, soy complex, and sugar
  • Next Wednesday, Oct. 27, 2pm ET

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

Catching up with natural gas

• Natural gas rally year to date tops 200% in U.S. and 400% in Europe
• TTF Hub (Europe) vs. Henry Hub (U.S.) traders caught the wrong way on the spread may have contributed to the recent spike above $6.00
• Spike in prices has caused the collapse of multiple British energy suppliers
• Political winds both here and abroad are likely to keep prices elevated along with lower-than-average U.S. stored supplies this winter
• Remember to register for our Fall Market Outlook Webinar!
  • Wednesday, Oct. 27, 2 pm ET

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

October WASDE harvests a few surprises

• Corn & soy complex
  • Big bear day for corn, soybeans, and soybean oil—higher stocks
• Wheat
  • Production now the lowest in 19 years
  • Ending stocks fall to 580 million bushels
• Sugar
  • Record beet crop forecasted at 5.348 million STRV

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

 

 

Up to speed on CBD with Swany of KND Labs

• General CBD market update
  • Retail sales through COVID
  • Market consolidation
  • Crop pricing and harvest
• Regulatory environment
  • Recent Californian legislation
• Developments and education
  • R&D guidance
  • Formulations, solutions, and blending
  • CBD inclusions for oils, chocolate liquor/butter
• Download our newly updated CBD study for free!

Host: Michael “Caughy” Caughlan, President & CEO
Expert: Dave “Swany” Swanwick, Director of Sales, KND Labs

In memoriam: CME futures trading pits

• 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

• 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

• 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