Episodios
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CocoaWhy is cocoa remaining a commodity headache?Q1 2025 cocoa bean grinds were better than expectationsU.S. cocoa bean stocks improveSugarBrawley, CA sugar beet plant to closeWhat does it mean for the sugar market?Thanks to all who participated in our 2025 Spring Market Seminar!
Host: Michael Caughlan, President & CEOExpert: Eric Thornton, Senior Commodity Advisor
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The dreaded “T” word and its impact on a few edible oil categoriesWhy the bullishness in soybean oil futures?Join us next Wednesday, April 23!McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Not a client? It’s only $395 per person to attend!Visit mckeany-flavell.com to register today!
Host: Craig Ruffolo, Vice President – Commodity SpecialistExpert: Nicole Thomas, Vice President – Information Services
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Soy complexSlight change to soybean ending stocksProduction increases in soybean oil along with decreases to biofuels and food use were mostly offset by an increase to exportsWheatSignificant increases to hard red winter and spring wheatHow has the market reacted?CornCorn use up putting ending stocks-to-use downSugarBeet production up to a record, while cane production is loweredHigh-tier imports increasedMcKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Wednesday, April 23, 2025Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk ManagementExpert: Kevin Combs, Vice President – Global Sweeteners Specialist
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Recent avian flu hits & spring migrationEgg supply & current demand A sneak peek at eggs being covered at our Spring SeminarMcKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Wednesday, April 23, 2025Have you registered? Visit mckeany-flavell.com to get it done!
Host: Eric Thornton, Senior Commodity Advisor Expert: Marilyn Adutwum, Data Analyst
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Corn and soybeansCorn, soybean acreage relatively in line with pre-report estimatesLess corn, soybeans in on-farm storage than last yearWheatSecond fewest planted wheat acres on recordHard red spring wheat down how much?Wheat stocks come in slightly bearish and above expectationsSugarBeet planting area forecast to increaseMinnesota and North Dakota both upMcKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Wednesday, April 23, 2025Have you registered? Visit mckeany-flavell.com to get it done!
Host/Expert: Kevin Combs, Vice President – Global Sweeteners SpecialistExpert: Nicole Thomas, Vice President – Information ServicesExpert: Eric Thornton, Senior Commodity Advisor
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Market expects more corn acreage vs. soybeans, but just how much?Wheat acres could see a small increase vs. last yearWheat futures also reach fresh contract lows today: Great buying opportunity!Grain stocks may surprise more than the acreage report, so too could the Apr. 2 tariff deadlineMcKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Wednesday, April 23, 2025Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEOExpert: Eric Thornton, Senior Commodity Advisor
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WheatU.S. winter wheat crop has endured challengesWill April rains be welcomed?WeatherLa Niña expected to fade in the coming weeksU.S. Midwest dealing with more drought and dryness headed into spring planting seasonEconomyFed holds rates steady but eases via treasury holdingsFOMC lowers 2025 growth forecast and raises inflation forecastWith two opposite battles to find, will Chairman Powell likely choose slowing growth as the most eminent problem?Join us next Wednesday, March 26 for our Seasonal Market Outlook webinar!Look out for your invite or sign up now on mckeany-flavell.comMcKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Wednesday, April 23, 2025Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEOExpert: Eric Thornton, Senior Commodity Advisor Expert: Shawn Bingham, Director of Commodity Risk Management
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Inflation, while elevated, is taking a back seat to tariff troublesConsumer sentiment and spending is declining, raising questions about future demandWall Street and others are lowering their U.S. growth forecasts: Will this spread globally?Time to talk 2026 sugar with your suppliersMay the Luck O’ the Irish be with you!Our next webinar: Seasonal Market OutlookWednesday, March 26, 2025Look for your invite next week, or sign up now on mckeany-flavell.comMcKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Wednesday, April 23, 2025Visit mckeany-flavell.com to register today!
Host/Expert: Craig Ruffolo, Vice President – Commodity SpecialistExpert: Shawn Bingham, Director of Commodity Risk Management
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Corn and soy complexU.S. corn, soybean balance sheets unchanged with much in the way of consumption uncertaintyGlobal S&D for corn and soybeans both show declining ending stocks vs. last month’s reportWheatUSDA cuts exports due to slower sales and shipmentsGlobal wheat ending stocks FINALLY deviate from the 257 MMT stranglehold!SugarSugar deliveries loweredBeet production increased to a record amountOur next webinar: Seasonal Market OutlookWednesday, March 26, 2025Look for your email invite, or sign up now on mckeany-flavell.comMcKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Wednesday, April 23, 2025Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information ServicesExpert: Eric Thornton, Senior Commodity Advisor Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
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Outlining risks and impacts in the short- and long-term for grains and softsImport tariffs and agricultural products coming in…Impact on some edible oil, corn-derivative, cocoa, and sugar marketsRetaliatory tariffs and agricultural products going out…Impact on corn, wheat, soy complex, and meat exportsWheatImpacts net bearish long term, but regional basis could rise without Canadian wheat importsCocoa Cocoa products from Canada subject to “pantry loading” ahead of tariffs—or users pushing out orders to avoid tariffsSugarMexican sugar imports at risk of tariffs—longer-term price implicationsBearish corn, soybeans, and soybean meal but very supportive for soybean oilSmaller and niche edible oil markets most impacted by import tariffsOur next webinar: Seasonal Market OutlookWednesday, March 26, 2025Look for your invite next week, or sign up now on mckeany-flavell.comMcKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Wednesday, April 23, 2025Visit mckeany-flavell.com to register today!
Host/Expert: Nicole Thomas, Vice President – Information ServicesExpert: Eric Thornton, Senior Commodity Advisor
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CornAcreage near expectationsEnding stocks to growWill we see growth in consumption in 2025/26?SoybeansSmall reduction in yieldEnding stocks to decline, but consumption remains a questionWheatU.S. wheat acreage target vs. 2024Some questions around spring wheat acres and yield being too highEnding stocks could offer a small surplusMcKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Wednesday, April 23, 2025Visit mckeany-flavell.com to register today!
Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information ServicesExpert: Eric Thornton, Senior Commodity Advisor
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Focus:What's happening in the sugar industry and with sugar negotiationsBig question:How are negotiations at this year’s Colloquium comparing to the past few years?Patient vs. pushingAre we seeing the “first buy is the best buy” mentality this year?Big topics:Upcoming crop outlookTariffs, demand, and weight-loss drugsWill the sugar still flow?What about sugar-containing products?Possible situation with domestic production and consumption?It's going to be an interesting round of negotiations over the next few months!Shout-out to Craig Ruffolo and Shawn Bingham for their fantastic presentations!McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Wednesday, April 23, 2025Visit mckeany-flavell.com to register
Host: Michael Caughlan, President & CEOExpert: Kevin Combs, Vice President – Global Sweeteners Specialist
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WheatAssessing winterkill risk on wheatHRW: What does the 10-year harvested area average look like?How does this winter compare to years past?Commodity index fundsInflation worries are driving new investor money into commodity index fundsTop diversified commodity funds are seeing strong growth in new assetsUpdate on allocations to agricultural commodities as part of a diversified fund portfolio How much have these funds contributed to new long positions in corn, wheat, and sugar futures from last year's lows?2025 International Sweetener ColloquiumKicks of this Sunday, Feb. 23Seven representatives of McKeany-Flavell will be in attendanceWatch Craig Ruffolo speak on the North American Sweetener Market Outlook panel on Feb. 24!Watch Shawn Bingham speak on Risk Management in Volatile Markets on Feb. 25!McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event! Free for all clients!Wednesday, April 23, 2025Visit mckeany-flavell.com to register
Host: Michael Caughlan, President & CEOExpert: Eric Thornton, Senior Commodity Advisor Expert: Shawn Bingham, Director of Commodity Risk Management
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Cocoa arrival numbers and weather tell of a promising season aheadMajor cocoa and chocolate producers are concerned about how cocoa prices can affect their financial performance and projections for the yearQ4 2024 grind showed a decline in demand: Will Q1 2025 grind help with the trajectory?McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event!Wednesday, April 23, 2025Registration is now open!
Host: Eric Thornton, Senior Commodity Advisor Expert: Marilyn Adutwum, Data Analyst
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Corn and soy complexUSDA leaves U.S. corn/soybean balance sheet unchangedWheatLimited changes to note for wheatU.S. wheat food demand increases, but was it justified?Global endings stocks: How much lower vs. last year?SugarSugar deliveries now compared to last yearTRQ imports loweredMcKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event!Wednesday, April 23, 2025Registration is now open!
Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information ServicesExpert: Eric Thornton, Senior Commodity Advisor Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
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Jobs number disappoints slightly but revisions to prior months were positiveUnemployment rate falls to lowest in eight monthsWage growth is accelerating but will it keep the Fed sidelined?Final tariff policy and impact still a big unknown: Leaning towards inflationary?McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event!Wednesday, April 23, 2025Registration is now open!
Host: Kevin Combs, Vice President – Global Sweeteners SpecialistExpert: Shawn Bingham, Director of Commodity Risk Management
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Will Mexico production fall below the 5.094 MMT forecast?How tariffs on Mexico may impact sugar tradeMcKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & ConsumptionLive online event!Wednesday, April 23, 2025Registration is now open!
Host: Michael Caughlan, President & CEOExpert: Kevin Combs, Vice President – Global Sweeteners Specialist
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What impacts did we see from the harsh winter weather this week?Louisiana cane crop concernsWinter wheat threatenedRumors of peace negotiations between Russia and UkraineNext week! Don’t miss our Key Ingredients in 2025 webinarWednesday, January 29, 2025 at 11 am PT / 2 pm ETRegister now at mckeany-flavell.com or look for your invite starting next week
Host: Kevin Combs, Vice President – Global Sweeteners SpecialistExpert: Eric Thornton, Senior Commodity Advisor
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December jobs boost economic expectationsDecember FOMC points to higher inflation and fewer rate cutsPolicy decisions to ban future oil drilling and add new sanctions to Russia, along with threats from Canada, spike crude pricesJanuary WASDE bullish to grain market?No shortage of volatility ahead of next Monday’s Inauguration Day!Our next webinar: Key Ingredients in 2025Wednesday, January 29, 2025 at 11 am PT / 2 pm ETRegister now at mckeany-flavell.com or if you’re a client, look for an invite in your inbox
Host: Nicole Thomas, Vice President – Information ServicesExpert: Shawn Bingham, Director of Commodity Risk Management
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Corn and soy complexUSDA surprises with reduced U.S. production for corn, soybeansDomestic soybean oil balance sheet is likely more ominous than ending stocks would indicateWheatWinter wheat acres on the rise! Up how much from 2024?Grain stocks and WASDE about as expectedSugarBeet production increasedA boost to stocks-to-use ratioOur next webinar: Key Ingredients in 2025Wednesday, January 29, 2025 at 11 am PT / 2 pm ETRegister now at mckeany-flavell.com or look for your invite starting next weekOur thoughts and prayers are with those affected by the LA fires
Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information ServicesExpert: Eric Thornton, Senior Commodity Advisor Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
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