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Episodes
Friday Oct 27, 2017
Friday Oct 27, 2017
- Sugar beet harvest
- Harvest progress
- What is the expectation for the current crop?
- Mexico sugar update
- Where are sugar prices in Mexico and why?
- How will Mexico monitor raw vs. refined shipments moving forward?
- Update on NAFTA
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President - Commodity Specialist
Monday Oct 23, 2017
Monday Oct 23, 2017
- What is the bioeconomy?
- Ag-tech
- Food-tech
- Renewable and efficient energy
- How big is the bioeconomy?
- $4.5 billion currently invested by wet millers, VCs, U.S. governments, etc.
- May reach $9 billion next year
- Biggest hurdles?
- Scaling up
- Being cost competitive
- Funding
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President - Commodity Specialist
Friday Oct 20, 2017
Friday Oct 20, 2017
- Corn futures market
- Have we hit bottom?
- Looks like a very exciting corn market!
- Q3 cocoa grind results
- Met some expectations in certain regions, other areas not so much. Overall, not a mover.
- Farmgate prices announced in Ivory Coast and Ghana
- How will Ghana pay for keeping the farmgate price high despite a huge decline in cocoa futures year on year?
- Will smuggling from Ivory Coast to Ghana increase due to a low farmgate price in Ivory Coast?
- Will the cocoa bean market break out of its range? What will drive it?
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President - Information Services
Friday Oct 13, 2017
Friday Oct 13, 2017
Today's Hot Commodity podcast covers updates on Thursday's USDA WASDE report.
- Corn Estimates
- Upward revisions to corn yields
- Stocks-to-use updates
- Unusual movement of futures markets
- Soy Complex
- U.S. soybean balance sheet
- Lowering of yield estimates
- Role in multi-market price direction
- Sugar Update
- Offsetting revisions in report
- Decreased cane production in Florida
- Increased production estimates in Louisiana
- Beet harvest updates by region
- Potential impact of Farm Bill
Host & Expert: Kevin Combs, Vice President - Sweeteners Specialist
Expert: Nicole Thomas, Vice President - Information Services
Friday Oct 06, 2017
Friday Oct 06, 2017
Today's Hot Commodity podcast covers this week's updates on the sugar and edible oils markets.
- Sugar Update
- Harvest updates for both beet and cane
- Weather issues and the potential threat from tropical storm Nate
- Mexico update
- The impact of extreme high prices on imports
- Looking to the reference price announcement for the upcoming year
- Annual Global Oils and Fats Forum USA 2017
- Highlights from the event in Washington DC
- Pricing trends and factors affecting the edible oils markets
- Palm oil: opportunities for growth in the US
- Expansion in production and potential new crop areas
- Expansion of sustainable palm oil production
- Highlights from the event in Washington DC
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President - Information Services
Thursday Sep 14, 2017
Thursday Sep 14, 2017
Today's Hot Commodity podcast recaps this week's USDA WASDE report and its impact on the corn and sugar markets.
- Corn
- Surprise September yield revisions
- Effect on long-term prices
- Impact on sweetener negotiations
- Sugar
- Impact of Hurricanes Harvey and Irma
- Increases in demand
- Cane refining and production projections
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President - Information Services
Friday Sep 08, 2017
Friday Sep 08, 2017
This week's Hot Commodity podcast update covers:
- The aftermath of Hurricane Harvey
- Impact on the sweetener market
- Crop conditions
- Transportation
- Inventories
- Hurricane Irma
- Potential impact on the sugar market
- Announcements of refinery closures
- Possible supply issues
- Effect on stocks/use ratios
- Potential impact on the orange juice market
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President & Commodity Specialist
Friday Aug 25, 2017
Friday Aug 25, 2017
This week's Sweetener Market Update covers:
- President Trump's outbursts and their effect on NAFTA negotiations
- Hurricane Harvey's potential impact on the sweetener markets
- Continued updates on our discussion of corn sweetener negotiations
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President & Commodity Specialist
Friday Aug 25, 2017
Friday Aug 25, 2017
It’s been a busy couple weeks in the world of Biofuels. We continue to keep our attention focused on two major developments specific to trade in this sector.
- Ethanol: The Brazilian government imposing a duty on U.S. Ethanol imports.
- Biodiesel: The biodiesel anti-dumping case currently with the Department of Commerce versus Argentina and Indonesia.
Today's podcast episode covers the impact of these two developments on the U.S. markets, including the potential significance to soybean oil ending stocks and pricing.
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President - Information Services
Friday Aug 18, 2017
Friday Aug 18, 2017
This week's Sweetener Market Update covers:
- USDA Announcement of TRQ Increase
- Increase in Mexico Sugar Prices
- Corn Sweeteners & Sweetener Negotiation Season
- 35th International Sweetener Symposium
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President & Commodity Specialist