Episodes
-
A status check on winter wheat conditions and the latest weatherAre concerns brewing?Prices largely still stuck in a sideways trading rangeGlobal wheat production estimates are trending slightly lowerThatâs a wrap! McKeany-Flavellâs 2024 Spring Market Seminar is done!A special thanks to our wonderful guest speaker, Christian Moeller, Co-Founder, CEO & President of Lionheart FarmsDigital versions available next week for registered attendeesDidn't attend but interested in purchasing the seminar on video? Contact us and weâll set you up!
Host: Shawn Bingham, Director of Risk ManagementExpert: Eric Thornton, Commodity Specialist
-
Movers and Shakers
Technology. Sustainability. Opportunity.
Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President â Information Services Expert: Eric Thornton, Commodity SpecialistExpert: Jeffrey Rasinski, Consultant
-
Episodes manquant?
-
CornGlobal corn stocks under pressure: More to come?USDA vs. CONAB: Cage match!Soy complexDomestic soybean stocks keep growingAnd soybean oil too!What to watch for moving forwardWheatWheat feed demand cutGood news for hard red spring wheat buyers!SugarBeet sugar lowered on concern of warm temps in MidwestMexico imports down: Production concerns?Sugar negotiations for 2024/25 progressingMcKeany-Flavellâs Spring Market Seminar: Movers & ShakersNext Wednesday! April 17, 2024Register at mckeany-flavell.comBetter hurry! Seats are filling up fast!Available to attend online as well.
Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President â Information Services Expert: Eric Thornton, Commodity Specialist
-
How many jobs were created last month?Itâs a substantial numberUnemployment edged downAverage hourly earnings: Is it covering inflation?Fed cuts still likelyMcKeany-Flavellâs Spring Market Seminar: Movers & ShakersIn less than two weeks! April 17, 2024Register at mckeany-flavell.comBetter hurry! Seats are filling up fast!
Host: Kevin Combs, Vice President â Global Sweeteners SpecialistExpert: Shawn Bingham, Director of Risk Management
-
Corn and soybeansCorn shocker!Soybean, not so muchWheatA surprise in acreageWhich wheat class is at a six-year high?SugarAcreage numbers are curiously down; find out whyMcKeany-Flavellâs Spring Market Seminar: Movers & ShakersApril 17, 2024Register at mckeany-flavell.comHurry! Seats are filling up fast!
Host: Shawn Bingham, Director of Risk ManagementExpert: Nicole Thomas, VP â Information Services
-
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 WebinarTomorrow! Wednesday, March 27, 2024Register at mckeany-flavell.comMcKeany-Flavellâs Spring Market Seminar coming April 17, 2024!Register at mckeany-flavell.comSeats are filling up fast!
Host: Nicole Thomas, VP - Information ServicesExpert: Christian Moeller, Co-Founder, CEO & President, Lionheart FarmsEmail: [email protected]
-
NIOP (March 17-19, Las Palmas, CA)Attended by Nicole and MarilynThe National Institute of Oilseed ProductsRenewable diesel updateSoybean oil: Food vs. fuelWestern Candy Conference (March 20-24, Scottsdale, AZ)Attended by Mike and KevinLots going on with 3-D printingCommodities panelWhatâs the latest on sugar negotiations?Mark your calendars!McKeany-Flavellâs Spring Market Seminar coming April 17, 2024!Registration is now open at mckeany-flavell.comOur next webinar: Spring Market Outlook WebinarWednesday, March 27Register now at mckeany-flavell.com
Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President â Information Services Expert: Kevin Combs, Vice President â Global Sweeteners SpecialistExpert: Marilyn Adutwum, Analyst
-
Hot trends seen at this yearâs expoProducts that were MIAThe hot, new innovative products coming to market soonKeep 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-Flavellâs Spring Market Seminar coming April 17, 2024!Register at mckeany-flavell.comOur next webinar: Spring Market Outlook WebinarWednesday, March 27Register at mckeany-flavell.com
Host: Michael Caughlan, President & CEO Co-host: Pete Church, Director of Marketing
-
Grains markets: Quiet overallCornCorn stocks left unchangedGlobal ending stocks reducedSoy complexNo increase in ending stocks or demand categoriesBrazil soybean production down, differing from CONABâs numbersSoybean oil ending stocks raised minimallySugarBeet production lowered due to pile shrinkCane production increased, with a special shout-out to the Florida cropMexico crop loweredKeep 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-Flavellâs Spring Market Seminar coming April 17, 2024!Registration is now open at mckeany-flavell.comOur next webinar: Spring Market Outlook WebinarWednesday, March 27Register now mckeany-flavell.com
Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President â Information Services Expert: Kevin Combs, Vice President â Global Sweeteners Specialist
-
Introduction to Eggs UnlimitedAll about the other AI (avian influenza) and its impact on the egg industryEgg prices over the last ten yearsThe lowdown on cage-freeWhat to watch out for moving forwardAre eggs really a superfood?Mark your calendars!Upcoming webinar: Spring Market Outlook WebinarWednesday, March 27, 2024Register at mckeany-flavell.comMcKeany-Flavellâs Spring Market Seminar coming April 17, 2024!Register at mckeany-flavell.com
Host: Michael Caughlan, President & CEOExpert: Brian Moscogiuri, Global Trade Strategist, Eggs UnlimitedEmail: [email protected]
-
Big difference between 2023 and 2024Less pressure to book this yearLots more people attending!Seeing more small usersWhat was a major talking point?High-tier importsShout-out to the volatile cocoa market for making an appearanceMark your calendars!Upcoming webinar: Spring Market Outlook WebinarWednesday, March 27Register at mckeany-flavell.comMcKeany-Flavellâs Spring Market Seminar coming April 17, 2024!Register now at mckeany-flavell.com
Host: Michael Caughlan, President & CEOExpert: Kevin Combs, Vice President â Global Sweeteners Specialist
-
2025 sugar talk and negotiations are realBuyers should be prepared ahead of timeCorn wet milling talk around net cornDemand weakness present in many markets, including sugarDonât forget your sunscreen!McKeany-Flavellâs Spring Market Seminar is fast approaching!April 17, 2024 in Oakbrook, ILTheme: Movers & Shakers (Technology. Sustainability. Opportunity.)Register now at mckeany-flavell.com
Host/Expert: Eric Thornton, Commodity SpecialistExpert: Craig Ruffolo, Vice President â Commodity Specialist
-
CPI numbers: The inflation fight is not over!Cocoa futures set a record highHigh cocoa butter prices: Sustainable?Chocolate companies: Update on layoffsWhat to expect moving into springChocolate demand? Look to the Q4 grind numbersMark your calendars!McKeany-Flavellâs Spring Market Seminar coming April 17, 2024!Register now at mckeany-flavell.comOur next webinar: Economy, Inflation, & Interest Rate Expectations WebinarWednesday, February 21Register at mckeany-flavell.com
Host: Michael Caughlan, President & CEOExpert: Jeffrey Rasinski, Consultant
-
Corn / soy complexNot much in the way of change for U.S. corn / soy complex balance sheetsCan we get USDA and CONAB to chat ahead of time?WheatOnly a few changes for wheatMost notable: food demand cut 10 million bushelsNOAA news more impactful: La Niña watch for H2 2024SugarBeet production lowered while cane is increasedMexican sugar importsMark your calendars!McKeany-Flavellâs Spring Market Seminar coming April 17, 2024!Registration is now open at mckeany-flavell.comOur next webinar: Economy, Inflation, & Interest Rate Expectations WebinarWednesday, February 21Register at mckeany-flavell.com
Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President â Information Services Expert: Eric Thornton, Commodity SpecialistExpert: Kevin Combs, Vice President â Global Sweeteners Specialist
-
Ten Senses and Pamoja FarmsA Kenyan-based company focused on sustainability and traceabilitySpecialize in macadamia nuts and coffeeThe macadamia nut marketLearning from the challenges of 20232024: great opportunities ahead!Product changesDemand and volume going upHeading to the Natural Products Expo West?March 12-16, 2024 in Anaheim, CAReach out! Weâd love to meet with youDonât forget: McKeany-Flavell's 2024 Spring Market SeminarApril 17, 2024 in Oak Brook, ILIn-person or virtualVisit mckeany-flavell.com to register Seats are filling up fast!
Host: Michael Caughlan, President & CEOGuest expert: Guillaume Maillard, Founder & Director at Pamoja FarmsEmail: [email protected]
-
World sugar surpasses 50% retracement off the lows this weekSpeculators done with long liquidations but have not been buyers yet on this reboundHistorical correlation between #11âs & 16âs is a wild ride but currently above 90%#16 domestic raw futures up $0.04 vs. last year approaching negotiationsMark your calendars!McKeany-Flavellâs Spring Market Seminar coming April 17, 2024!Registration is now open at mckeany-flavell.comOur next webinar: Key Ingredients in 2024Next Wednesday, January 31Check your email to register, or visit mckeany-flavell.com
Host: Shawn Bingham, Director of Risk Management Expert: Kevin Combs, Vice President â Global Sweeteners Specialist
-
Introduction of PanaSource Ingredients and alternative sweetenersTrends and growth categories for the sweetener industryThe Stevia resurgence: Whatâs driving it?The latest on sucralose and alluloseChallenges that may lay ahead in 2024 for natural sweetenersYou can meet with Samantha and the McKeany-Flavell team at the 2024 International Sweetener Colloquium!February 25-28 in Aventura, FloridaAnd mark your calendars for:McKeany-Flavellâs Spring Market Seminar coming April 17, 2024!Registration is now open at mckeany-flavell.comMcKeany-Flavellâs monthly webinar: Key Ingredients in 2024Wednesday, January 31Check your email to register, or visit mckeany-flavell.com
Host: Michael Caughlan, President & CEOSpecial guest: Samantha Yap, Director of Sales, PanaSource IngredientsEmail: [email protected]
-
SugarSugar production forecast at record 9.391 million STRVHigh-tier imports increased 110,000 SRV to 575,000 STRVMexico production lowered 267,000 MT to 5.016 MMTWheatWinter wheat seedings released: 34.4 million acres, down 6%Harvested area should improve YOYLittle change for WASDE and ending stocksCornUSDA surprises with better U.S. corn yieldHuge global stocks increaseSoy complexDomestic soybean stocks edging higherSoybean oil balance sheet is precariousMark your calendars!McKeany-Flavellâs Spring Market Seminar coming April 17, 2024!Registration is now open at mckeany-flavell.comOur next webinar: Key Ingredients in 2024Wednesday, January 31Invites coming your way soon!
Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President â Global Sweeteners SpecialistExpert: Eric Thornton, Commodity SpecialistExpert: Nicole Thomas, Vice President â Information Services
-
December jobs growth surprisesBeating estimates!U.S. economy job production numbersWhat may keep the Fed on hold a little longerRate cuts are still a âwhenâ not an âifâWhen will cuts most likely be seen?McKeany-Flavellâs Spring Market Seminar coming April 17, 2024!Registration opens Jan. 10 on mckeany-flavell.com
Host: Michael Caughlan, President & CEOExpert: Shawn Bingham, Director of Risk Management
-
DairyHerd will eventually stabilize and start to grow againWe will begin 2024 with 50,000 fewer heifers than we did in 2023Milk output will begin to grow again by spring flushBuyers should be defensive and buy into weakness to extend coverageCocoaFundamentals are only now starting to catch up to the price move we have already seenLag in arrivals and projected deficit is growing as we near the mid-point of the main-cropMore price increases by large branded companies are expected as cocoa continues to trade at 47-year highsHigh prices will cause demand destruction manifest in retail sales figuresEconomy & energyFirst rate reduction at June FOMC: 100bp total 2024Core CPI falls to 3% and holdsGDP averages closer to 1%, maybe a slight negative quarter mixed inS&P makes new record high, but returns come back down to earth in the 6-8% rangeCrude oil breaks the $68 soft floor and averages $65 despite an EIA forecast of $78Sugar# 11 sugar will trade up to mid-20s before coming back to current levels# 16 market will remain just below High Tier imports2025 sugar negotiations will mirror 2024 negotiationsCornAcreage may lose to soybeansEthanol demand stallsExports robustEnding stocks remain over 2.0 billion bushelsWheatU.S. crop to reach 2 billion bushels next year, despite fewer planted acresGlobal stocks recover: 267 to 270 MMTLa Niña watch in late 2024Edible oilsSoybean oil use for biofuel to reach or surpass 13.4 billion lbsDespite this, soybean oil futures may finally meet their ânew normalâ: listen for that number!McKeany-Flavellâs Spring Market Seminar coming April 17, 2024!Mark your calendars, registration opens in January!Happy New Year!
Host: Michael Caughlan, President & CEOExpert: Jeffrey Rasinski, ConsultantExpert: Shawn Bingham, Director of Risk ManagementExpert: Kevin Combs, Vice President â Global Sweeteners SpecialistExpert: Craig Ruffolo, Vice President â Commodity SpecialistExpert: Eric Thornton, Commodity SpecialistExpert: Nicole Thomas, Vice President â Information Services
- Montre plus