McKeany-Flavell Hot Commodity Podcast

New U.S. Tariffs on Chinese Imports

• What impact will new tariffs on Chinese goods potentially have on U.S. agricultural products?

 

Host: Kevin Combs, Vice President – Sweeteners Specialist

Expert: Nicole Thomas, Vice President – Information Services

 

Commercial Sugar Market Update

• Sugar market at stalemate
• NAFTA and the upcoming Mexican elections
• GMO labeling legislation this summer?

 

Host: Michael Caughlan, President & CEO

Expert: Kevin Combs – Sweeteners Specialist

Live from SnaxPo 2018 & Cocoa Recap

• SnaxPo
  • Food industry trends apply to all company sizes
• Cocoa
  • Why the massive rally?
  • Lower production expected for Ghana and Ivory Coast
  • World surplus reduced
  • Specs now net long

 

Host: Michael Caughlan, President & CEO

Expert: Nicole Thomas, Vice President – Information Services

Live from the Natural Products Expo West & WASDE Recap

• What trends are emerging at the Natural Products Expo?
• Ending stocks changes in USDA's forecasts for soybean, corn, and more

 

Host: Nicole Thomas, Vice President – Information Services

Expert: Michael Caughlan, President & CEO

Big Corn vs. Big Oil

• The RFS debate in Washington, D.C.

 

Host: Michael Caughlan, President & CEO

Expert: Craig Ruffolo, Vice President – Commodity Specialist

Soy Complex Heats Up

• Global soybean supplies
• Domestic crush dilemma 
• Soybean oil at mercy of soy complex

 

Host: Michael Caughlan, President & CEO

Expert: Nicole Thomas, Vice President – Information Services

Live from the Sweetener Colloquium

• Transportation
• NAFTA
• Commercial recap

 

Host: Michael Caughlan, President & CEO

Expert: Craig Ruffolo, Vice President – Commodity Specialist

WASDE Recap

• U.S. currency helping U.S. corn exports
• Sugar ho-hum
• Questioning Mexico’s ability to ship lower-polarity sugar
• #16 below market expectations

 

Host: Michael Caughlan, President & CEO

Expert: Craig Ruffolo, Vice President – Commodity Specialist

Raw Sugar Futures Market Recap

•  #11 and #16 futures market
  • Under pressure near term
  • Discussion of ranges for each
• Domestic market recap
• Tier-II imports?

 

Host: Michael Caughlan, President & CEO

Expert: Kevin Combs – Sweeteners Specialist

U.S. Dollar's Impact on Commodities

• What’s going on with the U.S. dollar?
• What does this mean for commodity prices?
• Short-term vs. long-term implications

Host: Craig Ruffolo, Vice President – Commodity Specialist

Expert: Nicole Thomas, Vice President – Information Services