McKeany-Flavell Hot Commodity Podcast

Sugar beet crops abandoned: What’s the impact on the industry?

• Sugar beet production to decline further as unprecedented acreage is abandoned
• Two beet marketing companies issue force majeure notifications
• How will USDA respond to lower beet production?

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

WASDE recap: Sugar woes, corn & soy complex holds

• Sugar
  • USDA lowers beet sugar production 467,000 STRV: More to follow?
  • Record harvest abandonment
  • Louisiana cane crop production lowered a net 76,000 STRV
  • Where will additional imports come from if needed?
• Corn
  • Changes for corn in WASDE? “Meh”
• Soybean complex
  • Soybean stocks rise and soybean oil stocks fall on lower crush

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

Mike & Craig attempt to save the world: Updates from the ABLC Next Conference

• The theme is “disruptive technology”
  • Using biomass to create bioplastics
  • Using pheromones as insecticides
  • Making Mother Earth more healthy!
• Seemingly far-fetched ideas coming to fruition
  • Taking spent CO2 and converting to fuel
• How this all can impact the food and beverage industry

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

The ruling on the amended Suspension Agreements & its impact on the sugar market

• What are the Suspension Agreements?
• Explanation of the ruling on the amended Agreements
• What is the impact on the sugar market?

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

 

State of the ethanol industry

• Pressure for the ethanol industry?
• Trump Administration’s view of ethanol
• Future expectations

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

WASDE update for corn, soybeans, & sugar

• Corn
  • Current year corn ending stocks take a hit (but not via production)
• Soybean complex
  • Has the soybean balance sheet finally reached its bearish bottom?
• Sugar
  • Sugar deliveries down sharply in August, USDA lowers estimate 50,000 STRV in both 2018/19 and 2019/20
  • Sugar production unchanged but will wet weather impact production?

Host/Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services

Beet sugar, cocoa, & men’s footwear

• Beet sugar
  • Harvest update
  • Supply review
• Cocoa
  • LID: What is it?
  • Potential impact on the cocoa market
• Craig’s shoes
  • Tell us what you think!

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

Combining fundamental, technical, & systematic trading strategies with Shawn Bingham of ABSR Research

• Fundamental market recap for corn and soybeans
• What is systematic trading?
• Fundamental and technical analysis
• Systematic modeling
• Portfolio approach to managing risk

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

Energy market dynamics with Phil Flynn of PRICE Futures Group

• Saudi Arabia situation recap
• Weather crisis in Texas
• Status of the energy markets
• Impact in the U.S.
• Volatility in the oil markets?
• Impact on food manufacturers
• Good time to manage risk

Host: Michael Caughlan, President & CEO
Expert: Phil Flynn, Sr. Market Analyst at The PRICE Futures Group & Fox Business Network Contributor

 

Roadside WASDE recap: Few answers & even more questions

• USDA reduces 2019/20 corn production minimally, but offset by weak demand in 2018/19
• 2019/20 soybean balance sheet finally shows “normal” stocks-to-use ratio
• Significant reduction in projection for 2019/20 beet sugar crop

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