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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Jul 10, 2020
Friday Jul 10, 2020
- Corn
- Lower acreage but still record corn production of 15 billion bushels!
- Sugar
- 2019/20 ending stocks increased to 14.5%
- 2020/21 beet crop estimate conservative at 5.0 million STRV?
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Wednesday Jul 08, 2020
Wednesday Jul 08, 2020
- Early observations on corn and soybean crop development
- In line with USDA crop progress reports
- Indications of degradation?
- Where was the unplanted acreage?
- Are we likely to hit trendline yields?
- Read Eric's complete crop tour posts on IQ!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Tuesday Jun 30, 2020
Tuesday Jun 30, 2020
- Big day! Both USDA Acreage Report and USDA Grain Stocks Report throw zingers.
- Corn acreage well below expectations
- Soybean acreage below expectations
- 4-million-acre mystery
- Impact on basis
- Commitment of Traders (COT) reports
- History and importance of these reports
- Rules-based trend trading
- Creation of market momentum
- Procurement: How this information helps buyers
- Don't miss our own Eric Thornton's early crop road tour on the IQ platform!
Host: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Founder, ABSR Research, Chicago
Friday Jun 26, 2020
Friday Jun 26, 2020
- Wheat overview
- Fundamental outlook on wheat for 2020/21
- Look for more wheat info on our IQ Ingredient Intelligence platform
- Virtual crop tour next week!
- Upcoming CBD report and webinar
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Friday Jun 19, 2020
Friday Jun 19, 2020
- Fonterra’s Global Dairy Trade auction
- Most categories on the rise
- Demand returning from Asia/China
- USDA’s Milk Production report
- Lower total dairy output
- Decrease in total dairy herd
- Summer and fall expectations for dairy markets
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Thursday Jun 11, 2020
Thursday Jun 11, 2020
- Corn
- Expected reduction in ethanol
- Ending stock projections for 2020/21
- Soybeans
- Modest rise in stocks for 2019/20
- Sugar
- Demand down for food use
- Sugar deliveries lowered 75,000 STRV
- Imports from Mexico increased 205,000 STRV
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Friday Jun 05, 2020
Friday Jun 05, 2020
- Corn
- What additional changes will be made in the ethanol category for 2019/20?
- Soybeans
- Will USDA adjust acreage numbers for 2020/21?
- Sugar
- A tough year for production and deliveries numbers
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Friday May 29, 2020
Friday May 29, 2020
- Consumer trends and eating habits will be varied post COVID-19
- How this ultimately affects those making industrial food products
- Education is the key
- Commercial market intelligence helps establish timing for negotiations
- Congrats to all the 2020 Grads!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday May 22, 2020
Friday May 22, 2020
- Edible oils markets hampered by weak demand.
- To book, or not to book? That is the question.
- Current pricing for key oil markets.
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Friday May 15, 2020
Friday May 15, 2020
- Lack of ethanol demand bullish to feed prices
- Wet mill operating rates limit co-product production
- Closure of slaughterhouses may force farmers to liquidate herds
- How many Grateful Dead concerts has Craig attended? Send us your best guess at inquiry@mckeany-flavell.com. Winner gets a McKeany-Flavell visor!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist