McKeany-Flavell Hot Commodity Podcast

March WASDE: The most exciting day of the month...sometimes

• Corn/soybeans
  • Domestic corn and soybean ending stocks left unchanged
  • Slight increases for global stocks
• Wheat
  • Record wheat production for Australia
  • Global ending stocks drop further
• Sugar
  • Sugar production increased 62,000 STRV

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

Celebrating our 200th episode: Past favs & what’s ahead

• Dairy
  • Strongest GDT auction results since Fall 2015
• Sugar
  • Industry banned together to get through tough year and half
• Corn and soy complex
  • Not the year for attempting to game the market
• Energy
  • Will higher crude oil reignite many bio-based projects?
• Managed money
  • Record agriculture net longs, what could break the cycle?
• Learn more about the CFTC's Commitments of Traders Report in our Mar. 10 webinar. Register here!
• Join us on Apr. 27 and 28 at our virtual Spring Market Seminar 2021! Register here!

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

 

Inflation station

• Fed talk and expectations on inflation
• Index money flows and futures
• Learn more about the COT report in our Systematic Modeling webinar Mar. 10. Register here!
• Join us on Apr. 27 and 28 at our virtual Spring Market Seminar 2021! Register here!
• And finally, from the 70s soft rock phenom, Robert John sings "Sad Eyes":
  https://www.youtube.com/watch?v=l5grdfnGUss

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

 

Ag Outlook Forum, USDA hits mark on acreage

• Soybeans
  • Acres announced at 90 million
  • Carryout anticipated tightness continues
• Corn
  • Acres announced to eclipse 92 million
• Grain
  • Prices still reflect tight carryout throughout 2021/22 year
• Don’t forget to register for our virtual Spring Seminar, April 27 & 28!

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

Weather & energy update

• Weather update
  • It’s cold out there!
• Crude oil
  • Refineries operating at 83% capacity
• Natural gas
  • Stocks declining

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

Get your WASDE recap here!

• Corn
  • U.S. stocks reduced minimally
  • Global stocks show surprising increase
• Soybeans
  • Domestic soybean stocks, at 120 million bushels, reflect expected decline
• Sugar
  • Sugar production up 156,000 STRV with Lousiana crop at a record 1.957 million STRV
  • Florida production raised 65,000 STRV to 2.2 million STRV
  • Beet production 5.046 million STRV
• Register here for our virtual Spring Seminar, April 27 & 28!

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

February WASDE predictions

• Will we see more fireworks from the USDA?
• Export demand for grains could increase yet again
• Louisiana Sugar crop production going up?
• Register here for our virtual Spring Seminar, April 27 & 28!

Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist

Timing is everything!

• Corn, soybeans, wheat
• Rain when and how much?
• Export timeline shifting
• Opportunities for coverage

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

The Biden administration & sugar policy

• What will the impact be for clients on both the user and supplier sides?
• Recap on sugar-containing products
• Register for our webinar on Feb. 3, 2021: Key Ingredients in 2021

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

Speculators becoming fans of commodities

• Money is moving back into commodity futures in a big way
• How long will they be here and what does it mean for futures prices moving forward?

Host: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Director of Risk Management