McKeany-Flavell Hot Commodity Podcast

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

Some movin’ & shakin’ in today’s WASDE

• Corn
  • More surprises for corn in today’s Grain Stocks report
• Soybeans
  • Soybean stocks get tighter… but tight enough?
  • Soybean oil driven by strength in soybeans
• Sugar
  • Beet production raised from December
  • Louisiana cane looking up
  • Additional supply: What does it all mean?!?

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

Oh, sugar, sugar ♪ ♫

• World sugar
  • Impacts on #11
• Beet and cane production update
• What will USDA do on Tuesday’s WASDE report?

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

Commodities of past, present, & future

• CBD
  • 2020: 1.2 billion retail sales (nailed it!)
  • 2021: FDA regulations will happen
• Wheat
  • 2021: expect wide range of futures prices
• Dairy
  • 2020: 50K more herd (yes!) and more exports (again, yes!)
• Cocoa
  • 2021: grind will increase by 1.5%
• Sugar
  • 2020: higher beet production (correct, sir!) and Suspension Agreements reinstated (right on)
  • 2021: Louisiana cane crop will come in higher, Mexico sugar will increase, and #11 will end the year under 14 cents
• Edible oils
  • 2020: prices to increase
  • 2021: roller coaster ride for corn, soybeans, and soybean oil in the futures market
• Corn
  • 2021: South American weather to be better and Brazilian corn crop larger than expected
• Bold Super Bowl predictions from the group: BOTH Bills and Steelers to win!

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Eric Thornton, Commodity Specialist
Expert: Jeffrey Rasinski, Consultant

 

‘Twas the night before Christmas and all through the markets…

• grate·ful: A word from the Prez
• Nicole reads her favorite Christmas poem, sharing a bit of insight into today's markets
  • Corn Up! Beans Up! Sugar Up! Cocoa Up!
  • OJ Not Up!
• Happy Holidays!

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

This one’s all about dairy

• Catch up on the latest from:
  • Fonterra GDT global auction for dairy ingredients
  • USDA Milk Production report
• What is helping support the dairy markets?
• Review of the U.S. output of milk and trends in herd and yield
• Recommendations for buyers to start positioning for 2021

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

All quiet on the WASDE front

• Corn
  • Domestic corn stocks unchanged
  • Global stocks down 2.5 MMT
• Soybeans
  • U.S. soybean stocks lower
  • Soybean oil stocks higher
• Sugar
  • Stocks-to-use ratio at 13.5%
  • USDA reduces beet crop, while imports go up
• WEBINAR! COCOA MARKET UPDATE - DECEMBER 16, 2020 - REGISTER HERE!

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

A look ahead to next week’s WASDE: Corn, soybeans, & sugar

• Corn and soybeans
  • Keyword: Stocks!
• Sugar
  • Quiet with industrial business done for this crop year
  • Look to Q2 for discussions to ramp up
• Premier content for IQ subscribers
  • What can be done for edible oils?
  • Log in to IQ

If you are not a subscriber to the IQ Ingredient Intelligence Platform and would like to learn more, please contact us!

 

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

Happy Thanksgiving with a healthy dash of Mexican sugar intel!

• Does Mexico have enough sugar to meet our increasing demand?
• Status of current crop in Mexico
  • 20% up and yields have been positive to last year
• Happy Thanksgiving from the McKeany-Flavell team!

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

 

The La Niña show: Impacts on grains, sugar, & cocoa

• What is La Niña?
• Impact of La Niña on grains, sugar, and cocoa
• Eric, the weather guy!

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