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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

27:12

Checking in on corn & soybeans! A crop tour update

McKeany-Flavell Hot Commodity Podcast ·

2025/08/22

Pro Farmer sees strong corn yields for much of the BeltSoybean pod counts well above last year for a few states Findings for one “I” state leave room for uncertainty As is often the case, regional weather dynamics may come into play for final national averages Not a customer on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer subscribers 24/7 access to Real-time market updates and technical analysis Discussion of supply and demand

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20:03

August WASDE: Record yields in corn & sugar harvest...

McKeany-Flavell Hot Commodity Podcast ·

2025/08/12

SugarBeet crop is looking excellent Potential record yields? Harvesting has begun! Louisiana crop raised while Florida stays about the same Corn Huge record on yield! Due to lots of crops and good weather Biggest surprise? More acreage picked up Soy complex What corn gained, soybeans lost Planted acres and exports down Wheat More loss of acreage Yield up a bit Exports revised higher Not a customer on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn

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18:21

Recapping this year’s ASA International Sweetener...

McKeany-Flavell Hot Commodity Podcast ·

2025/08/08

What is the ASA Symposium? Who attends and what's discussed Will the new Farm Bill become law this year? Farmers’ take on the 2025/26 crops How are those crops in Florida and Louisiana doing? Big takeaway: America’s farmers first, and no specialty refined quota You can find much more info on sugar and other commodities on McKeany-Flavell's IQ Intelligence Platform Visit mckeany-flavell to learn more about what we offer 24/7 to our subscribers! Host: Michael Caughlan, President &

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22:45

Crop progress, freight, & tariffs update

McKeany-Flavell Hot Commodity Podcast ·

2025/08/01

Crop progressIdeal weather for the U.S., but what about Canada and Europe? Corn: What’s up with those big numbers?!? Be on the lookout for August dryness and the hurricane season ramping up Freight Union Pacific makes a major announcement (billions, not millions!) Ocean, rail, and trucking updates Which one is most stable at the moment? Tariffs Battling exhaustion Exceptions for certain productions like coffee or tropical oils? Ag policy: How the USDA is being restructured Host:

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14:13

Catching up on the cocoa market

McKeany-Flavell Hot Commodity Podcast ·

2025/07/25

Current weather and conditions in West AfricaAnemic Q2 cocoa bean grind figures weigh on the market Ghana is planning to change the new crop year start date from Oct. 1 to Aug. 1 Hershey announces more price increases? Halloween candy spared (for now) Not a customer on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer subscribers 24/7 access to Real-time market updates and technical analysis Discussion of supply and demand

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17:02

Fishing for answers in the latest data on consumer...

McKeany-Flavell Hot Commodity Podcast ·

2025/07/18

Consumer inflation edges higher in JuneWholesale prices surprise by falling Market shaves off some of the rate reductions but still sees lower funds target at year-end Is Chairman Powell content to keep rates steady until tariff rates and policies are better understood? Not a customer on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer subscribers 24/7 access to: Real-time market updates and technical analysis Discussion of supply and

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27:49

July WASDE: Big buyers, consumption assumptions, &...

McKeany-Flavell Hot Commodity Podcast ·

2025/07/11

WheatU.S. wheat ending stocks projected higher YOY Production up due to higher yields? Global production is declining Corn U.S. corn ending stocks fall further for this year and next Who is the big buyer of corn? Consumption assumptions are strong! Soy complex BBB and EPA driving large biofuel consumption for soybean oil in 2025/26 Food use change is a head-scratcher What’s 2025/26 looking like? Sugar Sugar deliveries for food use are down from last year What’s the forecast for

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13:18

Any commodity fireworks ahead for the Fourth of July...

McKeany-Flavell Hot Commodity Podcast ·

2025/07/03

Recap of the Acreage and Grain Stocks reportsHow’s the weather forecast looking for the first half of July? Trump’s tariff deadline is next week, Jul. 9 Will we see more threats and volatility? Our upcoming webinar: Wheat Market Update Webinar Wed., July 19, 11am PT / 2pm ET Be on the lookout for your invite or sign up now at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor

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22:57

A contrarian economic report + Live from the Western...

McKeany-Flavell Hot Commodity Podcast ·

2025/06/27

Contrarian growth points:Q2 2025 GDP set to rebound, but how sharply? Forward inflation favorable to Fed’s target Will tax cuts be extended? Prediction! Interest rates lower this time next year Equities hit record high USDA's Acreage and Grain Stocks reports out on Monday! Setting the tone for the coming months Mike is live at the Western Candy Conference! Save the date for our next webinar! Wheat Market Update Webinar Wed., July 19, 11am PT / 2pm ET Look for your invite going out next week

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35:01

It’s plastic! Resin discussion with Michael Workman &...

McKeany-Flavell Hot Commodity Podcast ·

2025/06/20

Meet RTi GlobalWho they are and what they do Find them on YouTube: https://www.youtube.com/@RTiGetResinSmart And LinkedIn: https://www.linkedin.com/company/resin-technology-inc/ Polyethylene (PE) and polypropylene (PP) Where we are and where have we been? Hurricane season could add market volatility Tariffs, geopolitics, and trade are impactful in resins, as is the case with everything else! Market outlook and strategies for resin buyers to consider Our next webinar is next week! Seasonal

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12:36

June WASDE rundown + sugar negotiations update

McKeany-Flavell Hot Commodity Podcast ·

2025/06/12

Typical June WASDE with few changes to grain supply and demand estimatesCorn 2024/25 corn exports increased, lowering ending stocks by same amount Brazil and Argentina corn production unchanged at 130 MMT and 50 MMT Wheat 2025/26 wheat saw a healthy increase to exports Soy complex No changes to U.S. soybean complex estimates Sugar Sugar deliveries continue to trend lower Beet production also lowered for current and next year Update on sugar negotiations Our next webinar is fast

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13:51

#11 world sugar update: Factors & market direction

McKeany-Flavell Hot Commodity Podcast ·

2025/06/06

BrazilHarvest ramping up with production expected to increase Corn crops encroaching on sugar? India Production to rebound in 2025/26 What are the struggles their sugar crops are facing? Thailand Next key exporter behind Brazil Can we expect a similar crop to last year? What are #11 world futures market trading at now? Our upcoming webinar! Seasonal Market Outlook Webinar: Summer Crop Estimates & Market Direction Wed., June 25, 11am PT / 2pm ET Look for your invite going out the week

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22:02

Understanding the COT Report

McKeany-Flavell Hot Commodity Podcast ·

2025/05/30

Legacy vs. disaggregated reportLong format vs. short format Futures only vs. futures and options Commercial vs. non-commercial Managed money vs. other report tables The supplemental CIT report Save the date for our next webinar! Seasonal Market Outlook Webinar: Summer Crop Estimates & Market Direction Wed., June 25, 11am PT / 2pm ET Look for your invite going out the week of June 9 or sign up now on mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Shawn Bingham,

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12:48

Summer 2025 weather outlook

McKeany-Flavell Hot Commodity Podcast ·

2025/05/23

Memorial Day is here, and current conditions in the U.S. are idealSpring row crops off to a good start A pattern switch to more warmth and dryness is still expected Hurricane season begins Jun. 1 Another active year is forecasted Missed our 2025 Spring Market Seminar in April? IQ Premier-level subscribers may now watch presentation videos here! Not an IQ platform subscriber? Contact us to learn more! Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity

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13:09

Wheat market roundup & Sweets & Snacks Expo live recap!

McKeany-Flavell Hot Commodity Podcast ·

2025/05/16

What’s new this year at the Sweets and Snacks Expo?Sugary treats vs. chocolate offerings: Who’s winning? Freeze-dried candy: Even bigger than last year! Lots of talk around new regulations for artificial dyes and possible challenges Wheat Wheat crop tour in Kansas showing good potential Some risk of virus and disease Could use an end to the rains in June before harvest H2 2025 wheat futures: Buy now? Missed our 2025 Spring Market Seminar in April? IQ Premier-level subscribers may now

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27:12

May WASDE report: Unusually optimistic?

McKeany-Flavell Hot Commodity Podcast ·

2025/05/12

Corn and soy complexInitial 2025/26 corn and soybean projections present headscratchers for consumption Higher YOY consumption for 2025/26 in corn for feed, exports, and soybean oil for biofuel and food Wheat New crop 2025/26 wheat stocks projected to reach a six-year high Many questions on wheat supply: Perhaps too optimistic out of the gate? Global wheat production reaches a record, while stocks remain flat Sugar 2024/25 deliveries for food use lowered by how much? Initial 2025/26 beet

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11:13

A sugary update treat for Mother’s Day!

McKeany-Flavell Hot Commodity Podcast ·

2025/05/09

Sugar beet plantings are nearly completeWhat are the initial 2025/26 WASDE beet estimates likely to be? 2026 contracting is picking up pace, at about 50% complete Missed our 2025 Spring Market Seminar in April? IQ Premier-level subscribers may now watch presentation videos here! Not an IQ platform subscriber? Contact us to learn more! Our next webinar is coming up! Economy Update Webinar: Economic Growth, Employment, Inflation, & Global Trade Wed., May 21, 11 am PT / 2 pm ET Look for your

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19:19

The latest jobs report recap

McKeany-Flavell Hot Commodity Podcast ·

2025/05/02

GDP contracts for the first time since March 2022Unemployment rate unchanged, with an increase to month-over-month non-farm jobs What were the job winners? Why are manufacturing jobs remaining problematic? Thanks to all who participated in our 2025 Spring Market Seminar! Videos available soon on our IQ platform for IQ subscribers who attended! Save the date for our next webinar! Economy Update Webinar: Economic Growth, Employment, Inflation, & Global Trade Wed., May 21, 11 am PT / 2 pm

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14:13

Cocoa & sugar headaches & closures: What’s the cure?

McKeany-Flavell Hot Commodity Podcast ·

2025/04/25

CocoaWhy is cocoa remaining a commodity headache? Q1 2025 cocoa bean grinds were better than expectations U.S. cocoa bean stocks improve Sugar Brawley, CA sugar beet plant to close What does it mean for the sugar market? Thanks to all who participated in our 2025 Spring Market Seminar! Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor

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29:16

What are edible oil users wondering about this week?

McKeany-Flavell Hot Commodity Podcast ·

2025/04/18

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 & Consumption Live 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 Specialist Expert: Nicole Thomas, Vice President – Information Services

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211 results

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