McKeany-Flavell Hot Commodity Podcast

Contango, it's not just a dance!

• Two theories for the shape of the forward curve
• What is a normal forward curve?
• Risk-free arbitrage
• Over and under supplied markets
  • Corn, soybeans, and wheat
• The importance of a meat thermometer this holiday weekend
• Now available for purchase!
  • McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition
  • What buyers, consumers, and investors need to know
  • Visit us at mckeany-flavell.com to learn more

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management

Dairy production & herd: Back to where we started from?

• Most recent changes made by USDA on milk production and herd size
• How have revisions USDA has made to prior numbers affected the outlook?
• Where we stand on YTD milk output
• What do dairy buyers need to be on the lookout for?
• Next webinar!
  • Economy and Energy
  • Wednesday, Sep. 25, 2024
  • Registration opens on Sep. 11 at mckeany-flavell.com
    • Clients, check your inboxes
• Now available for purchase!
  • McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition
  • What buyers, consumers, and investors need to know
  • Visit us at mckeany-flavell.com to learn more

 

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

Fryin’ it up! An edible oils update

• What’s the global oilseed outlook for 2024/25?
• How are prices trending?
• Coverage advice
• Avian flu observations
  • Impact on feed 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!

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

Holy soybeans & sugar, WASDE Man!

• Wheat
  • Wheat acres take a big hit!
  • Ending stocks drop but still up vs. last year
• Corn and soy complex
  • Soy snatches acreage from corn brethren!
  • But do both appear amply supplied for 2024/25?
• Sugar
  • 2024/25 beet production increased to a new record
  • Old crop and new crop sugar deliveries for food use lowered
• 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!

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

2024 ASA International Sweetener Symposium Recap

• Farm Bill
  • Possible to get this passed before the November elections?
• Beet sugar
  • Harvest for 2024/25 crop is upon us!
  • Signs of a sizable crop?
• Cane sugar
  • Florida crop predictions: Could it surpass Louisiana?
• 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!

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

 

July was National Ice Cream month! Did you get yours?

• Dairy operators
  • Trends in the herd
  • What are the current conditions they’re facing?
• July milk production report
  • Shedding any light?
• Now available for purchase!
  • McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition
  • What buyers, consumers, and investors need to know
  • Visit us at mckeany-flavell.com to learn more

Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Jeffrey Rasinski, Consultant

Let the Commodity Olympic Games begin!

• Kicking off the Olympics today with the McKeany-Flavell Global Commodity Dash!
• The history of the Olympic rings and the regions that each ring represents:
  • Europe, Asia, Africa, Australia, and America
• What's topical from a macro and micro commodity perspective for each region?
  • Production, supply, demand, economics, prices, and more
• Don’t forget to register for our next webinar!
  • Wheat Market Update on July 31, 2024
  • Look for your email invite or register directly at mckeany-flavell.com

Host/Expert: Shawn Bingham, Director of Risk Management
Expert: Eric Thornton, Commodity Specialist

Unpacking a real risk management strategy

• Risk and opportunity identification
• State of the market
• Potential outside forces
• Create and execute a plan
• Measure performance
• Mark your calendar for our next webinar!
  • Wheat Market Update
  • Wednesday, July 31
  • Registration opens July 17, watch your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management

July WASDE: Hitting it out of the park!

• Sugar
  • 2023/24 ending stocks increased 
  • Beet sugar increased for both old and new crop
• Wheat
  • USDA blew away expectations with big increases to wheat production
  • Wheat ending stocks now largest since 2019/20
  • Global stocks rise, but not likely to hold
• Corn
  • Feed category providing its usual late-season surprise for corn
• Soy complex
  • Global soybean balance sheet suggests bearishness for the foreseeable future
• Don’t forget to register for our next webinar!
  • Wheat Market Update on July 31, 2024
  • Registration opens July 17, watch your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialis
Expert: Eric Thornton, Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services

Food inflation & a bag of groceries

• How have consumers been handling food inflation? 
• What might food manufacturers do to respond?
• Is there a light at the end of the tunnel?
• Mark your calendar for our next webinar!
  • Wheat Market Update
  • Wednesday, July 31
  • Registration opens July 17, watch your email or visit mckeany-flavell.com

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