McKeany-Flavell Hot Commodity Podcast

Mike check! Live from our 2019 Spring Seminar

• Mike runs down highlights from this year's Spring Seminar in Chicago.

Host: Michael Caughlan, President & CEO

 

Mimosas anyone? An in-depth look into orange juice & beet sugar plantings

• FCOJ
  • Go long!
  • Inventory spike of 26%
  • Imports in January up 23% YOY
• Sugar beets
  • No red flags on planting yet

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

 

Weather woes, transportation, & sugar deliveries

• Bomb cyclone disrupts transportation
• Sugarcane refiners grab market share with low raw sugar prices
• 2020 sugar contracting still quiet

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

Once more, with feeling: WASDE recap for sugar, corn, soybean, & biodiesel

• Sugar production lowered 43,000 tons
• U.S. corn ending stocks rising
• Soybean balance sheet remains bearish
• Biodiesel demand driving soybean oil stocks lower

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

Chatting China with Ron Mark of The PRICE Futures Group

• Potential trade dispute resolution and Asian swine flu to drive soybean market
• Pricing opportunities for corn and soybean futures
• Bond yield inversion and what it means

Host: Nicole Thomas, Vice President – Information Services
Guest: Ron Mark, President & Dir. of Risk Management, The PRICE Futures Group

Fireworks in the futures market: Prospective Plantings & Grain Stocks reports

• Sugar beet plantings up slightly as anticipated
• Corn and soybean plantings near expectations
• Corn and soybean stocks up vs. last year
• Mike and Craig live from the Western Candy Conference!

Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services
Our traveling crusaders: Michael Caughlan, President & CEO
Craig Ruffolo, Vice President – Commodity Specialist

Planting intentions & weather concerns for corn & sugar

• Prospective Plantings report
  • What to expect: corn and sugar acreage
    
  • Shift in planting intentions?
    • Corn
    • Soybeans
    • Beet sugar
• Weather and flooding concerns
  • Missouri and Mississippi Rivers
  • Red River Valley
  • Logistics concerns

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

From dairy to donuts with Jeff Rasinksi

• Recap of important dairy reports
• Price direction for dairy component
• Implications of spring flush
• Sugar: A quick recap

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

Fun with letters: W-A-S-D-E spells recap!

• Much ado about nothing: 100 million bushel decline in demand for corn
• Cumbersome soybean stocks remain
• As predicted, lower stocks-to-use ratio for sugar
• Mike says hi from the Natural Products Expo West!

Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services
Our man on the street: Michael Caughlan, President & CEO

Potential changes in next week’s WASDE report for sugar

• Will USDA lower Mexican sugar imports?
• Deliveries for food use may fall for a second consecutive year

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