McKeany-Flavell Hot Commodity Podcast

How's corn holding up against COVID-19?

• Corn
  • Ongoing fears of COVID-19
  • Perceived effect on demand
  • Fundamentals on the wayside
  • Sneak-peek on planting intentions

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

 

WASDE update: Some wows with sugar, corn & soybeans not so much

• Corn
  • Balance sheet unchanged
  • COVID-19 sidelining Phase One deal with China
• Soybeans
  • Soybean oil shows offsetting changes in balance sheet
  • Impact of crude oil prices
• Sugar
  • Lowered beet production
  • Significantly lowered Mexico production
  • 7.2% stocks-to-use ratio

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

A wrinkle in Mexico sugar

• Mexican sugar production likely to fall to 5.38 MMT
• Will USDA increase imports from other sources?
• Will production rebound next year?

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

Double feature: Sweetener Colloquium recap & coronavirus impact on commodities

• Sweetener Colloquium recap
  • Sugar supply & demand concerns
  • Where are 2021 prices headed?
  • Sugar Program management
    • Will USDA increase imports?
  • Mexico
    • Potential sugar production and supply to U.S.
• Coronavirus and impact on agricultural commodities
  • Supply fears
  • Exports to and from China

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

 

 

Live from the 2020 International Sweetener Colloquium!

Recorded Tuesday, February 25, 2020

• Colloquium recap
  
• Sugar industry update
  • Buyer/seller gap
    
  • Tightness in Mexico sugar supply
    
  • Sugar policy

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

The Amazing Raz with a cocoa & chocolate update

• Cocoa futures increase 20 percent: Why?
• Production concerns?
• The future of the LID

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

A short & sweet look at the sugar market

• Forward look at the domestic raw sugar market
• What’s influencing the rise in the #11 market?
• Prediction for tightness Q3 2020
• Register for our Spring Seminar!
• And Happy Valentine’s Day!

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

Whoop-de-doo: WASDE update overshadowed by a fedora

• Corn
  • Yawn
  • Although possible changes to acreage over the next few months
• Soybeans
  • Drop in ending stocks
  • Impact of the coronavirus
• Sugar
  • Little change this month
• Going to the Sweetener Colloquium? Take a pic with Mike and get a discount to our Spring Seminar!

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

What would the world look like without the Sugar Policy?

• Sneak-peek at Craig’s upcoming Sweetener Colloquium presentation
  
  • The world without the Sugar Policy
• Register now for our Spring Seminar!

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

When commodity fundamental & technical indicators align, opportunity is created!

• Systematic indicators suggest now is a good time to buy:
  • soybean and soybean products
  • possibly other markets?
• Just how much more length will specs take out of positions?

Host: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Founder, ABSR Research, Chicago