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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Dec 20, 2024
Friday Dec 20, 2024
Find a warm, cozy spot and listen to Nicole showcase her annual holiday poem, as only she can do.
Happy Holidays!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Friday Dec 13, 2024
Friday Dec 13, 2024
- U.S. winter wheat crop conditions are strong heading into winter
- Is La Niña still forecasted?
- Speculators may liquidate hefty short positions
- Russia/Ukraine war full of uncertainty and will enhance volatility
- What to expect from commodities in 2025?
- Keep an eye out for our 2025 predictions podcast coming to you soon!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Advisor
Tuesday Dec 10, 2024
Tuesday Dec 10, 2024
- Wheat
- Wheat exports increase
- Stocks fall
- Soy complex
- Soybean balance sheet unchanged for U.S.
- Global stocks still huge
- Corn
- Production down globally
- Stronger use for corn in the U.S.
- How’s ethanol demand looking?
- Sugar
- USDA raises import level: How disappointed will Mexico be?
- Believe it or not, the International Sweetener Colloquium is right around the corner! (February 23-26, 2025): See you there!
- Keep an eye out for our 2025 predictions podcast! Coming to you soon.
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Dec 06, 2024
Friday Dec 06, 2024
- Market fundamentals
- Global markets
- European production issues for crops
- Domestic markets
- Latest crush report shows 10-year lows
- Global markets
- How likely are we to see sustained price relief for vegetable oils?
- The incoming U.S. administration spells lots of uncertainty
- Biofuel policy, imports, tariffs, and even TikTok
- Used cooking oil and its effect on soybean oil usage in biofuels
- Interested in learning more about coconut oil products?
- Head over to mckeany-flavell.com to watch our video, “Going Coconuts”!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Wednesday Nov 27, 2024
Wednesday Nov 27, 2024
- Contracting is nearing its completion
- Results are a mixed bag
- Corn prices were not a factor
- Product demand assisted in price offers for 2025
- Wet mill operations show little change
- New production at Ft. Dodge and Shenandoah
- U.S. Corn Wet Milling Industry Study, 2023 Edition!
- What buyers, consumers, and investors need to know
- Processes, products, pricing, and growth potential
- Visit us at mckeany-flavell.com to purchase your copy today!
- Happy Thanksgiving!
Host: Shawn Bingham, Director of Commodity Risk Management
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Nov 22, 2024
Friday Nov 22, 2024
- Little change in total U.S. herd: Where are we sitting now?
- Yield or productivity per cow at the farm level
- How has total milk output been measured on a cumulative YTD basis through October?
- Missed our webinar on Wednesday? Watch now on IQ!
- Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk Management
- Not an IQ subscriber but want to learn more? Reach out to McKeany-Flavell to find out how an IQ subscription can benefit you and your company today.
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Friday Nov 15, 2024
Friday Nov 15, 2024
- Weather
- NOAA’s latest odds of a La Niña are declining: Will it actually arrive?
- Winter weather expectations may not be as threatening to crops like wheat
- The markets
- CPI sees three consecutive months of increases
- How much did the PPI move over the last three months?
- Fed Powell surprises market with hawkish comments
- Don’t forget to register for next Wednesday’s webinar!
- Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk Management
- November 20, 11am PT / 2pm ET
- Register at mckeany-flavell.com today!
Host/Expert: Shawn Bingham, Director of Commodity Risk Management
Expert: Eric Thornton, Senior Commodity Advisor
Friday Nov 08, 2024
Friday Nov 08, 2024
- Sugar
- USDA adjusts for early harvest sugar
- Shifts in old crop numbers
- Wheat
- Few changes for wheat, global stocks remain steady at 257 MMT
- Shout out to Kazakhstan with a 2 MMT increase to production!
- Corn & Soy Complex
- Both U.S. corn and soybean yields reduced (and much more for the latter).
- Ending stocks of soybean oil growing more ominous for 2024/25
Register for our next webinar on November 20, 2024 at 2:00 PM ET!
Revisiting Systematic Timing Models
Visit mckeany-flavell.com to reserve your seat today!
Host/Expert: Nicole Thomas, Vice President – Information Services
Experts: Kevin Combs, Vice President – Global Sweeteners Specialist
Eric Thornton, Senior Commodity Advisor
Thursday Oct 31, 2024
Thursday Oct 31, 2024
- With hefty chocolate prices scaring consumers, will we see a bias for sugar-based confectionery treats?
- Prices at the grocery store: Chocolate candies vs. sugar, candy, and gum
- Retailers are promoting more aggressively to move products
- Will price increases continue to insulate most companies on earnings/sales?
- Mark your calendars for our next webinar!
- Revisiting Systematic Timing Models with Dir. of Risk Management, Shawn Bingham
- Wednesday, Nov. 20, 2024
- Registration opens week of Nov. 4 at mckeany-flavell.com
- Clients check your inboxes
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Friday Oct 25, 2024
Friday Oct 25, 2024
- Weather trending more bullish by the month for wheat
- U.S. wheat exports up YOY, but pace is slowing
- Global supply tightening leading to elevated edible oils prices
- Geopolitical factors, election outcome, and consumer behavior are impactful unknowns for vegetable oil consumption
- U.S. Corn Wet Milling Industry Study, 2023 Edition!
- What buyers, consumers, and investors need to know
- Processes, products, pricing, and growth potential
- Visit us at mckeany-flavell.com to purchase your copy today!
- Missed this week's Fall Market Outlook webinar? If you're an IQ subscriber, watch it now on the IQ Platform!
- Not a subscriber? Reach out for a trial subscription today!
Host/Expert: Eric Thornton, Senior Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services