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PODCAST

McKeany-Flavell Hot Commodity Podcast

McKeany-Flavell

Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.

business management

All Episodes

28:24

September WASDE: Voilà, it’s magic!

McKeany-Flavell Hot Commodity Podcast ·

2023/09/12

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

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23:36

Top 5 commodity price increases vs. 20 years ago

McKeany-Flavell Hot Commodity Podcast ·

2023/09/08

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

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11:56

Checking in on the U.S. sugar market

McKeany-Flavell Hot Commodity Podcast ·

2023/09/01

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

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17:56

It’s crop tour time!

McKeany-Flavell Hot Commodity Podcast ·

2023/08/25

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:

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14:01

Natural gas prices are on the move!

McKeany-Flavell Hot Commodity Podcast ·

2023/08/18

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

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33:05

A rather chill WASDE for a hot August!

McKeany-Flavell Hot Commodity Podcast ·

2023/08/11

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

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16:33

ASA International Sweetener Symposium 2023 recap

McKeany-Flavell Hot Commodity Podcast ·

2023/08/11

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

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20:34

Ground-level view of Ukraine & European oilseed markets

McKeany-Flavell Hot Commodity Podcast ·

2023/08/04

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:

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17:50

War & weather: Grains & edible oils update

McKeany-Flavell Hot Commodity Podcast ·

2023/07/28

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

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23:46

Perspectives from candy maker Derek Glade of Taffy Town

McKeany-Flavell Hot Commodity Podcast ·

2023/07/21

Taffy Town, a multi-generational, family-owned candy manufacturer Maintains 80 flavors of taffy every year! Most current: honey lavender (yum!) Look for bold, new mash-ups next year Past and present challenges Labor more of a challenge 18 months ago Fuel spikes down from last year A looming UPS strike, expected on Aug. 1 Latest innovation for Taffy Town Derek discusses the benefits of attending industry conferences and trade shows Sweets & Snacks Expo Record attendance for 2023

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21:31

Analyzing this week’s deluge of data

McKeany-Flavell Hot Commodity Podcast ·

2023/07/14

Fête de la Fédération? Happy Bastille Day! BIG data dump this week included WASDE, CPI, PPI, and EIA STEO Multiple moving parts this week Soy complex moving one way and corn the other Crude oil rallying CPI/Inflation lower, sending the dollar into a tailspin Machine trading adding steam to the extreme volatility situation Tracking value requires prepared analysis tools designed to quantify multiple variables Contact us to receive Shawn's Daily Technical Outlook report Don’t forget to register

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34:38

Unpacking a jam-packed July WASDE report!

McKeany-Flavell Hot Commodity Podcast ·

2023/07/12

Sugar Beet and cane numbers are down Due to early harvest adjustments? Big changes in imports: Up, up, up! What’s Kevin got to say about the 2023/24 beet crop and the number we could hit? Wheat Some yield appreciation Boost to harvest acres: Big surprise! Production and demand see nice uptick EU wheat production down: Could other countries follow suit? Corn Got what was anticipated, for the most part Reduction in yield and ending stocks Ethanol and export demand lowered, while feed went

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19:16

Corn & soybeans: The return of volatility!

McKeany-Flavell Hot Commodity Podcast ·

2023/07/07

USDA acreage report whipsaws speculators in corn, who were forced flat by dry weather in June Corn selloff accelerated by seasonal bias, new speculator shorting, and producer selling Risk premium still present in most commodity prices Additional supply suggests corn still has room lower Volatility already increased from weather Risk likely to linger on further Save the date for our next webinar! Wheat Market Update webinar with Eric Thornton Wednesday, July 19, 11 am PT / 2 pm

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27:28

Some drama in the acreage & stocks reports today

McKeany-Flavell Hot Commodity Podcast ·

2023/06/30

Corn and soy complex Corn wins big with 2 million more acres in prospective plantings Holy soybeans, Batman! 4 million acre loss in prospective plantings Sugar Beet acreage down from 2022, but up 17,700 acres vs. March intentions Cane acreage down 7,800 acres, or 0.8% vs. last year Wheat Wheat acreage comes out lower at 49.6 million Stocks of wheat surprisingly low, despite weak demand Mark your calendar for our next webinar! Wheat Market Update webinar with Eric Thornton Wednesday, Jul

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15:43

Corn & wheat: Weather concerns & preview of June’s...

McKeany-Flavell Hot Commodity Podcast ·

2023/06/23

Concerning crop conditions and weather outlooks Not time to panic, but corn yield will fall short of USDA target (181.5 bushels per acre) Spring wheat crop should improve: Off to a good start! Upside potential for corn/soybean acreage Stocks for wheat should rise above 600 million bushels for 2022/23 Don’t forget to register for our upcoming webinar! Summer Market Outlook webinar Next Tuesday, June 27, 11 am PT / 2 pm ET Go to mckeany-flavell.com to register Host: Michael Caughlan, President &

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15:47

Walking the tightrope: The Federal Reserve & its...

McKeany-Flavell Hot Commodity Podcast ·

2023/06/16

Three central committees met last week to make decisions on interest rates and where the economy is going The Federal Reserve “Hawkish pause” on raising interest rates, but future hikes may be needed Problem areas to watch: Jobless rate Housing prices: Starting to abate? New and used car prices Japanese Central Bank left rates unchanged European Central Bank Raised rates by a quarter-point Plans for further hikes over the next few years Big question: How is this all affecting the food

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20:13

June WASDE: A few surprises from USDA

McKeany-Flavell Hot Commodity Podcast ·

2023/06/09

Corn and soy complex Mostly unchanged for new crop Export demand still lower for old crop Wheat Spring wheat off to a good start! USDA surprises with sizeable increase to global wheat production Sugar Slightly more bullish outlook for old and new crops 2022/23 stocks-to-use down to 13.1% on lower imports from Mexico Will Mexico come up short, or will they have that sugar available? Should be an interesting July WASDE! 2023/24 cane production lowered 87,000 STRV, with Texas down 56,000

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16:12

Energy: Oil & gas prices & their impact on corn prices

McKeany-Flavell Hot Commodity Podcast ·

2023/06/02

Summer driving has arrived, along with hot dry weather in the Midwest Total petroleum stock situation Refined products EIA in Short-Term Energy Outlook (STEO) What new higher stocks-to-use ratio for corn suggests Crude oil and gasoline prices relative to last year Continued Ukraine uncertainty Ethanol and renewable diesel demand Don’t forget to register for our upcoming webinar! Risk Management webinar with Shawn Bingham Wednesday, June 14, 11 am PT / 2 pm ET Check your inbox for your

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13:17

Weather update

McKeany-Flavell Hot Commodity Podcast ·

2023/05/26

El Niño looms… What is it? What impacts can we expect? And when? Near-term weather outlook is dry Markets reacting Our Virtual 2023 Spring Market Seminar is available for digital viewing! Seminar recorded live on April 26, 2023 Learn more and order access at mckeany-flavell.com Available to clients for $475 and non-clients for $675 Attendees may access at no extra charge Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist

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24:57

Edible oils: Nicole’s hanging up the sickle!

McKeany-Flavell Hot Commodity Podcast ·

2023/05/19

Enough good, bearish news to go around! Oh, but wait…pesky palm oil? Can you guess? Soybean STU and energy price assumptions for soybean oil trading ranges Our Virtual 2023 Spring Market Seminar is available for digital viewing! Seminar recorded live on April 26, 2023 Learn more and order access at mckeany-flavell.com Available to clients for $475 and non-clients for $675 Attendees may access at no extra charge Host/Expert: Shawn Bingham, Director of Risk Management Expert: Nicole Thomas,

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216 results

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