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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Wednesday Nov 22, 2023
Wednesday Nov 22, 2023
- Unpacking the cost of a Thanksgiving Day meal
- Estimates vs. reality
- Nicole carves those numbers up!
- Fashion advice for the big day
- Football friends and foes
- Coping strategies for problem family members
- Wishing you a safe and happy Thanksgiving holiday!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Friday Nov 17, 2023
Friday Nov 17, 2023
- U.S. crude oil hits record monthly production
- Operational oil rigs are 25% fewer?
- U.S. per capita gasoline demand and consumption expectations
- The impact of fuel efficiency and EVs
- The effect renewable diesel and SAF will have on feedstock usage
- Become a subscriber to McKeany-Flavell's IQ Ingredient Intelligence platform!
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management
Thursday Nov 09, 2023
Thursday Nov 09, 2023
- Wheat
- USDA finally gets on par with changes to Indian and Russian production
- U.S. balance ending stocks rise 14 million bushels
- Corn & soy complex
- USDA revises corn, soybean yield higher
- Tight stocks get tighter
- 2022/23 strong year for soybean oil in biofuel setting up lower stocks for 2023/24
- Sugar
- Beet crop raised to record 5.363 million STRV
- USDA states they now recognize high-tier imports are important part of supply under current market conditions
- Next week's webinar: Energy Markets Update with Shawn Bingham and Jeff Rasinski
- Wednesday, Nov. 15, 2023, 11am PT / 2pm ET
- Register now at mckeany-flavell.com
Host: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Nov 03, 2023
Friday Nov 03, 2023
- Weather in the U.S. and South America will have a heavy influence on production expectations for grains
- Watch the #11 sugar market: Is it possible to see even higher prices?
- West Africa cocoa production will either confirm or debunk supply concerns currently in the news
- Quick picks on energy ahead of webinar
- Next webinar: Energy Markets Update with Shawn Bingham and Jeff Rasinski
- Wednesday, Nov. 15, 2023, 11am PT / 2pm ET
- Register now at mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Friday Oct 27, 2023
Friday Oct 27, 2023
- Draught in Mexico reducing cane prospects
- U.S. beet and cane harvest update
- Red River Valley and Florida look great
- Texas is suffering from drought
- What will the USDA do?
- Mark your calendars for our next webinar on the energy market
- Wednesday, Nov. 15, 2023, 11am PT / 2pm ET
- Be on the lookout for your invite coming soon!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Oct 20, 2023
Friday Oct 20, 2023
- Cocoa and chocolate
- Q3 cocoa grind deteriorates further
- North America suffers worst reported Q3 grind in past 15 years
- Soybean oil
- Soybean oil futures may “rise from the dead”?
- Strength in soybean oil consumption: providing a jump scare down the road!
Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Jeffrey Rasinski, Consultant
Thursday Oct 12, 2023
Thursday Oct 12, 2023
- Corn and soy complex
- Lower yields expected and were delivered for both
- Wheat
- U.S. wheat production bucks trend of global reduction
- Sugar
- 2022/23 US sugar imports lowered 154,000 STRV
- 2023/24 production lowered 12,000 STRV as lower beet production mostly offset by higher cane production
- 2023/24 ending stocks lowered 157,000 STRV
- Next Wednesday! Join us for our Fall Market Outlook webinar
- Wednesday, Oct. 18, 2023, 11am PT / 2pm ET
- Register now at mckeany-flavell.com
Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Oct 06, 2023
Friday Oct 06, 2023
- Non-farm jobs jump 336,000 in September, beating estimates by 166,000!
- July and August revised higher, an indicator for potential increased wage inflation
- Fed funds increased the chance of a Nov. 1 rate hike from 20 to 30%
- Triple whammy of bearish energy news this week
- Crude oil falls more than $7 per barrel
- Relief for soybean oil buyers, but the downside still remains mostly limited
- Don’t forget to register for our Fall Market Outlook webinar!
- Wednesday, October 18, 11 am PT / 2 pm ET
- Invites are in your inbox, or register at mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management
Friday Sep 29, 2023
Friday Sep 29, 2023
- Corn
- Carry-in lowered for 2023/24
- A surprise reduction in production
- Soy complex
- Soybean stocks up from September WASDE projections
- Causing a ripple effect through the soy complex
- Soybean oil: Good opportunity for futures coverage?
- Soybean stocks up from September WASDE projections
- Wheat
- Big surprise for wheat!
- Yield increase well outweighs harvested acre decline
- Stocks as expected at 178 billion bushels
- Big surprise for wheat!
- Next webinar: Fall Market Outlook
- Mark your calendars: Wednesday, Oct. 18, 2023, 11am PT / 2pm ET
- Invites coming soon!
- Carry-in lowered for 2023/24
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Friday Sep 22, 2023
Friday Sep 22, 2023
- Planting has begun for winter wheat and the 2024/25 crop year
- More acres anticipated for hard red winter wheat
- Why germination could be different this Fall
- Long-term outlook is promising
- Still risk and weather to work through
- Upcoming webinar: Fall Market Outlook!
- Mark your calendars: Wednesday, Oct. 18, 2023, 11am PT / 2pm ET
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist