Episódios
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CornCorn acres will go up on better returns than soybeansFeed demand may shrink due to continued issues of avian fluExports are being front-loaded but could stall in the second halfCould ending stocks equal 2024?SugarAt what prices will sugar futures be trading in 2025?Strong supplies and slightly lower demand in 2025 to pressure 2026 contracting, but by how much?WheatDitto or status quo on 2025 vs. 2024?What to expect from 2025/26 U.S. stocks surplus, as well as global stocksExpectations for 2025/26 U.S. wheat exportsTwo more countries will approve HB4 GMO wheat: Guesses as to whoSoy complex & edible oilsPrevailing prediction: Volatility!Uncertain biofuel and economic pictures provide a broad range of price possibilitiesDoes avian flu spreading to mammals fill more of the conversation in 2025?Economy & energyLet’s talk basis cuts from the FedHow will the CPI and GDP hold up?Observations for WTI crude oil: What to expectHappy New Year!
Host: Michael Caughlan, President & CEOExpert: Craig Ruffolo, Vice President – Commodity SpecialistExpert: Kevin Combs, Vice President – Global Sweeteners SpecialistExpert: Eric Thornton, Senior Commodity AdvisorExpert: Nicole Thomas, Vice President – Information ServicesExpert: Shawn Bingham, Director of Commodity Risk Management
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Find a warm, cozy spot and listen to Nicole showcase her annual holiday poem, as only she can do.
Happy Holidays!
Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
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U.S. winter wheat crop conditions are strong heading into winterIs La Niña still forecasted?Speculators may liquidate hefty short positionsRussia/Ukraine war full of uncertainty and will enhance volatilityWhat to expect from commodities in 2025?Keep an eye out for our 2025 predictions podcast coming to you soon!
Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor
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WheatWheat exports increaseStocks fallSoy complexSoybean balance sheet unchanged for U.S.Global stocks still hugeCornProduction down globallyStronger use for corn in the U.S.How’s ethanol demand looking?SugarUSDA raises import level: How disappointed will Mexico be?Believe it or not, the International Sweetener Colloquium is right around the corner! (February 23-26, 2025): See you there!Keep an eye out for our 2025 predictions podcast! Coming to you soon.
Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Specialist Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
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Market fundamentalsGlobal marketsEuropean production issues for cropsDomestic marketsLatest crush report shows 10-year lowsHow likely are we to see sustained price relief for vegetable oils?The incoming U.S. administration spells lots of uncertaintyBiofuel policy, imports, tariffs, and even TikTokUsed cooking oil and its effect on soybean oil usage in biofuelsInterested in learning more about coconut oil products?Head over to mckeany-flavell.com to watch our video, “Going Coconuts”!
Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information Services
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Contracting is nearing its completionResults are a mixed bagCorn prices were not a factorProduct demand assisted in price offers for 2025Wet mill operations show little changeNew production at Ft. Dodge and ShenandoahU.S. Corn Wet Milling Industry Study, 2023 Edition!What buyers, consumers, and investors need to knowProcesses, products, pricing, and growth potentialVisit us at mckeany-flavell.com to purchase your copy today!Happy Thanksgiving!
Host: Shawn Bingham, Director of Commodity Risk ManagementExpert: Craig Ruffolo, Vice President – Commodity Specialist
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Little change in total U.S. herd: Where are we sitting now?Yield or productivity per cow at the farm levelHow has total milk output been measured on a cumulative YTD basis through October?Missed our webinar on Wednesday? Watch now on IQ!Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk ManagementNot an IQ subscriber but want to learn more? Reach out to McKeany-Flavell to find out how an IQ subscription can benefit you and your company today.
Host: Michael Caughlan, President & CEOExpert: Jeffrey Rasinski, Consultant
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WeatherNOAA’s latest odds of a La Niña are declining: Will it actually arrive?Winter weather expectations may not be as threatening to crops like wheatThe marketsCPI sees three consecutive months of increasesHow much did the PPI move over the last three months?Fed Powell surprises market with hawkish commentsDon’t forget to register for next Wednesday’s webinar!Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk ManagementNovember 20, 11am PT / 2pm ETRegister at mckeany-flavell.com today!
Host/Expert: Shawn Bingham, Director of Commodity Risk ManagementExpert: Eric Thornton, Senior Commodity Advisor
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SugarUSDA adjusts for early harvest sugarShifts in old crop numbersWheatFew changes for wheat, global stocks remain steady at 257 MMTShout out to Kazakhstan with a 2 MMT increase to production!Corn & Soy ComplexBoth U.S. corn and soybean yields reduced (and much more for the latter).Ending stocks of soybean oil growing more ominous for 2024/25
Register for our next webinar on November 20, 2024 at 2:00 PM ET!Revisiting Systematic Timing ModelsVisit mckeany-flavell.com to reserve your seat today!
Host/Expert: Nicole Thomas, Vice President – Information Services Experts: Kevin Combs, Vice President – Global Sweeteners Specialist Eric Thornton, Senior Commodity Advisor
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With hefty chocolate prices scaring consumers, will we see a bias for sugar-based confectionery treats?Prices at the grocery store: Chocolate candies vs. sugar, candy, and gumRetailers are promoting more aggressively to move productsWill price increases continue to insulate most companies on earnings/sales?Mark your calendars for our next webinar!Revisiting Systematic Timing Models with Dir. of Risk Management, Shawn BinghamWednesday, Nov. 20, 2024Registration opens week of Nov. 4 at mckeany-flavell.comClients check your inboxes
Host: Michael Caughlan, President & CEOExpert: Jeffrey Rasinski, Consultant
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Weather trending more bullish by the month for wheatU.S. wheat exports up YOY, but pace is slowingGlobal supply tightening leading to elevated edible oils pricesGeopolitical factors, election outcome, and consumer behavior are impactful unknowns for vegetable oil consumptionU.S. Corn Wet Milling Industry Study, 2023 Edition!What buyers, consumers, and investors need to knowProcesses, products, pricing, and growth potentialVisit us at mckeany-flavell.com to purchase your copy today!Missed this week's Fall Market Outlook webinar? If you're an IQ subscriber, watch it now on the IQ Platform!Not a subscriber? Reach out for a trial subscription today!
Host/Expert: Eric Thornton, Senior Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services
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Energy volatility has been heightened by the ongoing events in the Middle EastDisruption to the flow of crude through the Strait of Hormuz remains the biggest riskU.S. oil production reaches a new peakCould global economic slowing see WTI spend more time below $70 than above?Webinar next week!Fall Market OutlookWednesday, October 23Registration is now open! Check your email or visit mckeany-flavell.com
Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Risk Management
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WheatU.S. wheat stocks decline, but still up YOYSoy complexSoybean & soybean oil balance sheets unchangedCornSee soy complexSugarBeet sugar production up2023/23 high-tier raised by how much?Now available for purchase!McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 EditionWhat buyers, consumers, and investors need to knowVisit us at mckeany-flavell.com to learn moreDon’t forget to register for our next webinar!Fall Market Outlook on October 23, 2024Registration is now open! Check your email or visit mckeany-flavell.com
Host/Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, Commodity Specialist
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The strike is off! (at least for now…)Good jobs report with some points of considerationTurmoil in the Middle East putting at least a temporary floor beneath futures pricesDon’t forget to register for our next webinarFall Market Outlook on October 23, 2024Registration opens week of Oct. 7 at mckeany-flavell.comClients check your inboxes
Host/Expert: Shawn Bingham, Director of Risk ManagementExpert: Nicole Thomas, Vice President – Information Services
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September stock revisionsNet bullish for cornNeutral for soybeansWheat production fell by how much?Harvested area for wheat increases, while yield fallsNext webinar! Fall Market OverviewWednesday, Oct. 23, 2024Registration opens week of Oct. 7 at mckeany-flavell.comClients check your inboxes
Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist
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Would you like cheese, butter, nuts, eggs, or frozen fruit?
What makes butter inventory so key this time of the year?The key differences between butter: U.S. vs. EuropeCan New Zealand step up and potentially supply product to Europe?Butter in cold storage is in decline, but what’s the whole story?Are butter prices relaxing?Let’s talk cheese inventoriesNext webinar! Fall Market OverviewWednesday, Oct. 23, 2024Registration opens week of Oct. 7 at mckeany-flavell.comClients check your inboxesNow available for purchase!McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 EditionWhat buyers, consumers, and investors need to knowVisit us at mckeany-flavell.com to learn moreHost: Michael Caughlan, President & CEOExpert: Jeffrey Rasinski, Consultant
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#11 raw sugar futures rallying, up 5 cents in last monthDryness in Brazil reducing 2025 production expectationsIndia not expected to export sugar despite industry calls to do soDon’t forget to register for next week’s webinar!Energy Markets Update on September 25, 2024Registration is now open! Check your email or visit mckeany-flavell.com
Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
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WheatTame WASDE for wheatNo change on the U.S. balance sheetEU production cut 4 MMT: Is it enough?Corn and soy complexCorn and soybeans are snoozersWill bearish conditions continue for now?SugarThe old crop is finalizing, while the new crop is just getting started2023/24 sugar stocks up!2024/25 Mexican imports lowered?U.S. Corn Wet Milling Industry Study, 2023 Edition!What buyers, consumers, and investors need to knowProcesses, products, pricing, and growth potentialVisit us at mckeany-flavell.com to purchase your copy today!Don’t forget to register for our next webinar!Energy Markets Update on September 25, 2024Registration is now open! Check your email or visit mckeany-flavell.com
Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist Expert: Kevin Combs, Vice President – Global Sweeteners SpecialistExpert: Nicole Thomas, Vice President – Information Services
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Acreage expectations: the case could be made for more wheat acres for 2025/26Current conditions are not ideal and La Nina’s influence could cause issue this winterMcKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 EditionAll industrial buyers and consumers of corn-derived products, as well as investors in that field, should understand the corn wet milling process, product portfolio, pricing, and industry growth potential. Now available for purchase at mckeany-flavell.com!
Host: Kevin Combs, Vice President – Global Sweeteners SpecialistExpert: Eric Thornton, Commodity Specialist
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Two theories for the shape of the forward curveWhat is a normal forward curve?Risk-free arbitrageOver and under supplied marketsCorn, soybeans, and wheatThe importance of a meat thermometer this holiday weekendNow available for purchase!McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 EditionWhat buyers, consumers, and investors need to knowVisit us at mckeany-flavell.com to learn more
Host: Michael Caughlan, President & CEOExpert: Shawn Bingham, Director of Risk Management
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