McKeany-Flavell Hot Commodity Podcast

Grain Stocks & Prospective Plantings reports

• Corn and soybeans
  • Corn shocker!
  • Soybean, not so much
• Wheat
  • A surprise in acreage
  • Which wheat class is at a six-year high?
• Sugar
  • Acreage numbers are curiously down; find out why
• McKeany-Flavell’s Spring Market Seminar: Movers & Shakers
  • April 17, 2024
  • Register at mckeany-flavell.com
  • Hurry! Seats are filling up fast!

Host: Shawn Bingham, Director of Risk Management
Expert: Nicole Thomas, VP – Information Services

Coconuts with Christian Moeller of Lionheart Farms

• Who is Lionheart Farms and what do you do?
• The down-low on coconut sap: A unique ingredient!
• What makes coconut palm one of the most efficient crops?
• What can users of coconut products expect in 2024?
• Mark your calendars!
  • Upcoming webinar: Spring Market Outlook Webinar
    • Tomorrow! Wednesday, March 27, 2024
    • Register at mckeany-flavell.com
  • McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
    • Register at mckeany-flavell.com
    • Seats are filling up fast!

Host: Nicole Thomas, VP - Information Services
Expert: Christian Moeller, Co-Founder, CEO & President, Lionheart Farms
Email: cem@lionheartfarms.com.ph

McKeany-Flavell on the Tradeshow Road!

• NIOP (March 17-19, Las Palmas, CA)
  • Attended by Nicole and Marilyn
  • The National Institute of Oilseed Products
  • Renewable diesel update
  • Soybean oil: Food vs. fuel
• Western Candy Conference (March 20-24, Scottsdale, AZ)
  • Attended by Mike and Kevin
  • Lots going on with 3-D printing
  • Commodities panel
    • What’s the latest on sugar negotiations?
  • Mark your calendars!
    • McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
      • Registration is now open at mckeany-flavell.com
    • Our next webinar: Spring Market Outlook Webinar
      • Wednesday, March 27
      • Register now at mckeany-flavell.com

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

Live from the Natural Products Expo West 2024!

• Hot trends seen at this year’s expo
• Products that were MIA
• The hot, new innovative products coming to market soon
• Keep an eye out for your McKeany-Flavell rep next week:
  • Nicole and Marilyn at NIOP (March 17-19, Las Palmas, CA)
  • Mike and Kevin at Western Candy Conference (March 20-24, Scottsdale, AZ)
• Mark your calendars!
  • McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
    • Register at mckeany-flavell.com
  • Our next webinar: Spring Market Outlook Webinar
    • Wednesday, March 27
    • Register at mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Co-host: Pete Church, Director of Marketing

March WASDE: In like the lamb, not the lion

• Grains markets: Quiet overall
• Corn
  • Corn stocks left unchanged
  • Global ending stocks reduced
• Soy complex
  • No increase in ending stocks or demand categories
  • Brazil soybean production down, differing from CONAB’s numbers
  • Soybean oil ending stocks raised minimally
• Sugar
  • Beet production lowered due to pile shrink
  • Cane production increased, with a special shout-out to the Florida crop
  • Mexico crop lowered
• Keep an eye out for your McKeany-Flavell rep over the next few weeks!
  • Mike and Pete at Natural Products Expo West (March 12-16, Anaheim, CA)
  • Nicole and Marilyn at NIOP (March 17-19, Las Palmas, CA)
  • Mike and Kevin at Western Candy Conference (March 20-24, Scottsdale, AZ)
• Mark your calendars!
  • McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
    • Registration is now open at mckeany-flavell.com
  • Our next webinar: Spring Market Outlook Webinar
    • Wednesday, March 27
    • Register now mckeany-flavell.com

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

Update on eggs with Brian Moscogiuri of Eggs Unlimited

• Introduction to Eggs Unlimited
• All about the other AI (avian influenza) and its impact on the egg industry
• Egg prices over the last ten years
• The lowdown on cage-free
• What to watch out for moving forward
• Are eggs really a superfood?
• Mark your calendars!
  • Upcoming webinar: Spring Market Outlook Webinar
    • Wednesday, March 27, 2024
    • Register at mckeany-flavell.com
  • McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
    • Register at mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Expert: Brian Moscogiuri, Global Trade Strategist, Eggs Unlimited
Email: bmosc@eggsunlimited.com

 

Recap of the International Sweetener Colloquium 2024

• Big difference between 2023 and 2024
  • Less pressure to book this year
  • Lots more people attending!
    • Seeing more small users
• What was a major talking point?
  • High-tier imports
• Shout-out to the volatile cocoa market for making an appearance
• Mark your calendars!
  • Upcoming webinar: Spring Market Outlook Webinar
    • Wednesday, March 27
    • Register at mckeany-flavell.com
  • McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
    • Register now at mckeany-flavell.com

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

Get prepared for the 2024 International Sweetener Colloquium

• 2025 sugar talk and negotiations are real
  • Buyers should be prepared ahead of time
• Corn wet milling talk around net corn
• Demand weakness present in many markets, including sugar
• Don’t forget your sunscreen!
• McKeany-Flavell’s Spring Market Seminar is fast approaching!
  • April 17, 2024 in Oakbrook, IL
  • Theme: Movers & Shakers (Technology. Sustainability. Opportunity.)
  • Register now at mckeany-flavell.com

Host/Expert: Eric Thornton, Commodity Specialist
Expert: Craig Ruffolo, Vice President – Commodity Specialist

Wild rides on the cocoa-coaster!

• CPI numbers: The inflation fight is not over!
• Cocoa futures set a record high
• High cocoa butter prices: Sustainable?
• Chocolate companies: Update on layoffs
• What to expect moving into spring
  • Chocolate demand? Look to the Q4 grind numbers
• Mark your calendars!
  • McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
    • Register now at mckeany-flavell.com
  • Our next webinar: Economy, Inflation, & Interest Rate Expectations Webinar
    • Wednesday, February 21
    • Register at mckeany-flavell.com

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

A curious February WASDE

• Corn / soy complex
  • Not much in the way of change for U.S. corn / soy complex balance sheets
  • Can we get USDA and CONAB to chat ahead of time?
• Wheat
  • Only a few changes for wheat
    • Most notable: food demand cut 10 million bushels
  • NOAA news more impactful: La Niña watch for H2 2024
• Sugar
  • Beet production lowered while cane is increased
  • Mexican sugar imports
• Mark your calendars!
  • McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
    • Registration is now open at mckeany-flavell.com
  • Our next webinar: Economy, Inflation, & Interest Rate Expectations Webinar
    • Wednesday, February 21
    • Register at mckeany-flavell.com

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