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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Jan 24, 2020
Friday Jan 24, 2020
- Changing global dynamics to shape grain and oilseed markets.
- Biodiesel uncertainties add complexity to traditional edible oil supply and demand factors.
- Volatility for #11 contrasts with stability in normal year conditions for #16, domestic sugar markets.
Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Friday Jan 17, 2020
Friday Jan 17, 2020
- Suspension Agreements reinstituted
- USMCA ratified
- U.S.-China Phase One agreement
- Minor impact on commodities
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Jan 10, 2020
Friday Jan 10, 2020
- Sugar
- Louisiana cane production revised lower, beet slightly higher
- Soybeans
- Lower harvested soy acreage = more supply?
- Corn
- Sharp increase to corn for feed supported by livestock inventories, meat exports
- And introducing Eric Thornton, our newly hired commodity specialist!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Friday Dec 20, 2019
Friday Dec 20, 2019
- New face coming to McKeany-Flavell in early 2020?
- Sugar: 2017 Amended Suspension Agreement reinstated
- Edible oils markets to stay strong.
- Ethanol industry to keep up the good fight.
- Dairy herd on the rebound.
- CBD sales to hit $1.0 billion.
- Geaux Tigers!
Happy Holidays!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Expert: Jeffrey Rasinski, Consultant
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Dec 13, 2019
Friday Dec 13, 2019
- Old folks reminisce about 1980s holiday shopping
- U.S.-China and U.S.-Mexico-Canada deals
- Are they done deals?
- Fed keeps rates flat and indicates no immediate rate cuts to come
- Could hikes come post-trade agreements?
Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Founder, ABSR Research, Chicago
Tuesday Dec 10, 2019
Tuesday Dec 10, 2019
- Review of domestic hog, poultry, and cattle inventories
- Export market opportunities?
- Impact on feed prices
- Massive reductions in sugar supply
- Ratification of the USMCA?
Host/Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services
Friday Dec 06, 2019
Friday Dec 06, 2019
- Trade agreement and USMCA
- The impact on sugar
- Physical delivery of refined sugar is next hurdle
- CBD products
- Will it gain GRAS status?
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Tuesday Nov 26, 2019
Tuesday Nov 26, 2019
- USDA increases refined sugar quota
- 100,000 tons of sugar is a drop in the bucket
- Gobble-gobble: Happy Thanksgiving!
Host/Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Kevin Combs, Vice President – Sweeteners Specialist
Friday Nov 22, 2019
Friday Nov 22, 2019
- Soybean oil futures offer coverage opportunities
- Biodiesel production has plateaued
- Canola harvest take a little hit, but oil production remains strong
- Corn oil coproduct credit update
- Palm oil prices continue to march higher
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Friday Nov 15, 2019
Friday Nov 15, 2019
- Not all sugar is created equal
- Mind the details on quality differences
Host/Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Craig Ruffolo, Vice President – Commodity Specialist