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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Jan 03, 2025
Friday Jan 03, 2025
- Commodity trading advisor (CTA) assets under management
- Down from 2022 peak but still significant
- Large CTAs trade as many as 250 futures contracts globally
- Which category manages the majority of assets?
- Between January 2021 and February 2024, fund managers rode corn from record-long to record-short positions
- How many contracts did they sell?
- How were speculators positioned in last year's soybean oil market?
- Lack of speculator liquidity likely helped fuel cocoa rally in 2024
- Mark your calendars for our next webinar! Not to be missed!
- Key Ingredients in 2025
- January 29, 2025 11am PT / 2pm ET
- Registration opens soon at mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Commodity Risk Management
Friday Dec 27, 2024
Friday Dec 27, 2024
- Corn
- Corn acres will go up on better returns than soybeans
- Feed demand may shrink due to continued issues of avian flu
- Exports are being front-loaded but could stall in the second half
- Could ending stocks equal 2024?
- Sugar
- At what prices will sugar futures be trading in 2025?
- Strong supplies and slightly lower demand in 2025 to pressure 2026 contracting, but by how much?
- Wheat
- Ditto or status quo on 2025 vs. 2024?
- What to expect from 2025/26 U.S. stocks surplus, as well as global stocks
- Expectations for 2025/26 U.S. wheat exports
- Two more countries will approve HB4 GMO wheat: Guesses as to who
- Soy complex & edible oils
- Prevailing prediction: Volatility!
- Uncertain biofuel and economic pictures provide a broad range of price possibilities
- Does avian flu spreading to mammals fill more of the conversation in 2025?
- Economy & energy
- Let’s talk basis cuts from the Fed
- How will the CPI and GDP hold up?
- Observations for WTI crude oil: What to expect
- Happy New Year!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Director of Commodity Risk Management
Friday Dec 20, 2024
Friday Dec 20, 2024
Find a warm, cozy spot and listen to Nicole showcase her annual holiday poem, as only she can do.
Happy Holidays!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Friday Dec 13, 2024
Friday Dec 13, 2024
- U.S. winter wheat crop conditions are strong heading into winter
- Is La Niña still forecasted?
- Speculators may liquidate hefty short positions
- Russia/Ukraine war full of uncertainty and will enhance volatility
- What to expect from commodities in 2025?
- Keep an eye out for our 2025 predictions podcast coming to you soon!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Advisor
Tuesday Dec 10, 2024
Tuesday Dec 10, 2024
- Wheat
- Wheat exports increase
- Stocks fall
- Soy complex
- Soybean balance sheet unchanged for U.S.
- Global stocks still huge
- Corn
- Production down globally
- Stronger use for corn in the U.S.
- How’s ethanol demand looking?
- Sugar
- USDA raises import level: How disappointed will Mexico be?
- Believe it or not, the International Sweetener Colloquium is right around the corner! (February 23-26, 2025): See you there!
- Keep an eye out for our 2025 predictions podcast! Coming to you soon.
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Dec 06, 2024
Friday Dec 06, 2024
- Market fundamentals
- Global markets
- European production issues for crops
- Domestic markets
- Latest crush report shows 10-year lows
- Global markets
- How likely are we to see sustained price relief for vegetable oils?
- The incoming U.S. administration spells lots of uncertainty
- Biofuel policy, imports, tariffs, and even TikTok
- Used cooking oil and its effect on soybean oil usage in biofuels
- Interested in learning more about coconut oil products?
- Head over to mckeany-flavell.com to watch our video, “Going Coconuts”!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Wednesday Nov 27, 2024
Wednesday Nov 27, 2024
- Contracting is nearing its completion
- Results are a mixed bag
- Corn prices were not a factor
- Product demand assisted in price offers for 2025
- Wet mill operations show little change
- New production at Ft. Dodge and Shenandoah
- U.S. Corn Wet Milling Industry Study, 2023 Edition!
- What buyers, consumers, and investors need to know
- Processes, products, pricing, and growth potential
- Visit us at mckeany-flavell.com to purchase your copy today!
- Happy Thanksgiving!
Host: Shawn Bingham, Director of Commodity Risk Management
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Nov 22, 2024
Friday Nov 22, 2024
- Little change in total U.S. herd: Where are we sitting now?
- Yield or productivity per cow at the farm level
- How has total milk output been measured on a cumulative YTD basis through October?
- Missed our webinar on Wednesday? Watch now on IQ!
- Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk Management
- Not an IQ subscriber but want to learn more? Reach out to McKeany-Flavell to find out how an IQ subscription can benefit you and your company today.
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Friday Nov 15, 2024
Friday Nov 15, 2024
- Weather
- NOAA’s latest odds of a La Niña are declining: Will it actually arrive?
- Winter weather expectations may not be as threatening to crops like wheat
- The markets
- CPI sees three consecutive months of increases
- How much did the PPI move over the last three months?
- Fed Powell surprises market with hawkish comments
- Don’t forget to register for next Wednesday’s webinar!
- Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk Management
- November 20, 11am PT / 2pm ET
- Register at mckeany-flavell.com today!
Host/Expert: Shawn Bingham, Director of Commodity Risk Management
Expert: Eric Thornton, Senior Commodity Advisor
Friday Nov 08, 2024
Friday Nov 08, 2024
- Sugar
- USDA adjusts for early harvest sugar
- Shifts in old crop numbers
- Wheat
- Few changes for wheat, global stocks remain steady at 257 MMT
- Shout out to Kazakhstan with a 2 MMT increase to production!
- Corn & Soy Complex
- Both U.S. corn and soybean yields reduced (and much more for the latter).
- Ending stocks of soybean oil growing more ominous for 2024/25
Register for our next webinar on November 20, 2024 at 2:00 PM ET!
Revisiting Systematic Timing Models
Visit mckeany-flavell.com to reserve your seat today!
Host/Expert: Nicole Thomas, Vice President – Information Services
Experts: Kevin Combs, Vice President – Global Sweeteners Specialist
Eric Thornton, Senior Commodity Advisor