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Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
Episodes
Friday Sep 15, 2023
Friday Sep 15, 2023
- Two weeks away from the new 2023/24 cocoa crop year
- Ghana has already opened its new season: Why?
- Farmgate prices have increased
- Competition is heating up between the different origin countries
- Save the date for our 2024 Spring Seminar!
- Wed., April 17, 2024
- Oakbrook, IL
- More details to follow: Be on the lookout!
Host: Eric Thornton, Commodity Specialist
Expert: Jeffrey Rasinski, Consultant
Tuesday Sep 12, 2023
Tuesday Sep 12, 2023
- Wheat
- No changes to the U.S. balance sheet
- Global production and stocks are down
- Ukraine production is up: Impressive given the war
- Corn
- USDA finds more acreage: Magic!
- Minor reduction to carry-in
- Look to the Grain Stocks report out end-of-month for a better idea on 2022/23 consumption
- Have we reached a soft floor for Dec-23 corn futures?
- Soybeans
- USDA finds more acreage here, too: More magic!
- Yield, production, and crush all lowered
- Predictions for total increased soybean meal
- Weaker exports in 2023/24?
- Soybean oil
- Battle between oil and meal for crush continues!
- Ending stocks? Wait until consumption for 2022/23 has been finalized
- Soybean oil prices: What to focus on
- Sugar
- Plenty of fireworks to see here!
- Production raised beyond Kevin’s expectations
- Louisiana production lowered to 2019/20 levels
- High-tier exports increased to craziness
- Are sugar deliveries back to pre-COVID levels?
- Mexico gets a haircut on its quota
- Don’t miss tomorrow’s webinar!
- Inflation and the Economy webinar with Shawn Bingham
- Wednesday, Sep. 13, 2023, 11am PT / 2pm ET
- Go to mckeany-flavell.com to register!
- Plenty of fireworks to see here!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Friday Sep 08, 2023
Friday Sep 08, 2023
- Commodity prices across the board are well above their long-term median prices
- Energy, weather and geo-political events have pushed most into the top quartile of their historical ranges
- The top 5 as ranked today versus the last 20-years are mostly driven by input costs as well as demand for biofuel
- Food inflation may change consumer habits but there are few cost avoidance alternatives
- Upcoming webinar: Inflation and the Economy with Shawn Bingham
- Wednesday, Sep. 13, 2023, 11am PT / 2pm ET
- Register by clicking here!
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management
Friday Sep 01, 2023
Friday Sep 01, 2023
- Florida and Louisiana cane crops are spared from Hurricane Idalia
- Beet sugar harvest is ready to get started
- Sugar deliveries flat YOY for first 9 months of 2022/23 crop
- Bulk sugar deliveries are down 4%
- Liquid sugar deliveries are up 3%
- Upcoming webinar: Inflation and the Economy with Shawn Bingham
- Wednesday, Sep. 13, 2023, 11am PT / 2pm ET
- Register by clicking here!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Aug 25, 2023
Friday Aug 25, 2023
- The Pro Farmer crop tour and why it's important
- A boots-on-the-ground look at crops in over seven states
- What exactly the group measures
- Findings for corn and soybeans
- Takeaways from the 2023 crop tour:
- Main word: Variability
- Record potential in Ohio? Struggles for Minnesota?
- Any shockers?
- Corn market reaction and what lies ahead for yield expectations
- Upcoming webinar on inflation and the economy
- Mark your calendars: Wednesday, Sep. 13, 2023, 11am PT / 2pm ET
- Invites out soon!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Friday Aug 18, 2023
Friday Aug 18, 2023
- A look at fundamental conditions this year compared with last year
- Update on U.S. active rig counts and storage trends across the country
- What are OPEC and the world's large natural gas exporters up to?
- Lastly, how is weather impacting this market?
- Mark your calendars!
- Upcoming webinar on inflation and the economy
- Wednesday, Sep. 13, 2023, 11 am PT / 2 pm ET
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Friday Aug 11, 2023
Friday Aug 11, 2023
- Corn
- Exports down: Still a little high?
- Domestic stocks maintain more than 2.0 billion for 2023/24
- Soy complex
- Soybean yield lowered to 50.9 bushels per acre
- Globally, not many changes to production: Argentina still not reduced!
- Food consumption for soybean oil continues to be strong
- Wheat
- Little pullback in yield and acreage
- Exports lowered
- Many changes ahead for global production
- India wheat production stays the same: Why?
- China, EU, and Canada reduced: Makes sense
- Ukraine crop revised higher: Way to go, Ukrainian farmers!
- Sugar
- Sugar deliveries lowered once again: Should it be even lower?
- 2022/23 ending stocks up
- Production in Louisiana and Texas lowered
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
Friday Aug 11, 2023
Friday Aug 11, 2023
- The American Sugar Alliance
- Who they are and what they do
- Key topics discussed at the symposium:
- The Farm Bill is up for renewal: Will we get a new Farm Bill?
- Update on beet and cane crops
- Sugar reduction at the federal level
- Sustainability investments: What’s its economic worth?
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Friday Aug 04, 2023
Friday Aug 04, 2023
- What’s the current scenario in Ukraine?
- Updates from VFI office in Kiev
- Resilience of farmers and processors
- Crops getting delivered despite war damage and financing challenges
- How is it affecting oil availability?
- Oilseed crops in Europe looking mostly good
- Recent weather helping sunflower and soybeans
- Canola better than expected
- Rapeseed variable but good overall
- Anticipated price direction for specialty oils
Host: Nicole Thomas, Vice President – Information Services
Guest: Klemens Rauch, co-owner of VFI
Guest: Joevic Fabregas, co-owner of SF Bay Commodities
Friday Jul 28, 2023
Friday Jul 28, 2023
- Ukrainian ports on the Danube River attacked by Russia
- Wheat
- Concerns rise in the wheat market
- Wheat goes limit-up Monday
- Corn
- Some supportive impact on futures
- Corn buyers have one thing going for them: Brazil’s safrina crop now in harvest
- Sunflower oil
- Folks looking for alternatives
- Glut of inventory in Europe
Host: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist