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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

21:15

Fryin’ it up! An edible oils update

McKeany-Flavell Hot Commodity Podcast ·

2024/08/16

What’s the global oilseed outlook for 2024/25?How are prices trending? Coverage advice Avian flu observations Impact on feed consumption? U.S. Corn Wet Milling Industry Study, 2023 Edition! What buyers, consumers, and investors need to know Processes, products, pricing, and growth potential Visit us at mckeany-flavell.com to purchase your copy today! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

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32:14

Holy soybeans & sugar, WASDE Man!

McKeany-Flavell Hot Commodity Podcast ·

2024/08/12

Wheat Wheat acres take a big hit! Ending stocks drop but still up vs. last year Corn and soy complex Soy snatches acreage from corn brethren! But do both appear amply supplied for 2024/25? Sugar 2024/25 beet production increased to a new record Old crop and new crop sugar deliveries for food use lowered U.S. Corn Wet Milling Industry Study, 2023 Edition! What buyers, consumers, and investors need to know Processes, products, pricing, and growth potential Visit us at mckeany-flavell.com to

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15:41

2024 ASA International Sweetener Symposium Recap

McKeany-Flavell Hot Commodity Podcast ·

2024/08/09

Farm BillPossible to get this passed before the November elections? Beet sugar Harvest for 2024/25 crop is upon us! Signs of a sizable crop? Cane sugar Florida crop predictions: Could it surpass Louisiana? U.S. Corn Wet Milling Industry Study, 2023 Edition! What buyers, consumers, and investors need to know Processes, products, pricing, and growth potential Visit us at mckeany-flavell.com to purchase your copy today! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice

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19:14

July was National Ice Cream month! Did you get yours?

McKeany-Flavell Hot Commodity Podcast ·

2024/08/02

Dairy operatorsTrends in the herd What are the current conditions they’re facing? July milk production report Shedding any light? Now available for purchase! McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition What buyers, consumers, and investors need to know Visit us at mckeany-flavell.com to learn more Host: Craig Ruffolo, Vice President – Commodity Specialist Expert: Jeffrey Rasinski, Consultant

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21:05

Let the Commodity Olympic Games begin!

McKeany-Flavell Hot Commodity Podcast ·

2024/07/26

Kicking off the Olympics today with the McKeany-Flavell Global Commodity Dash!The history of the Olympic rings and the regions that each ring represents: Europe, Asia, Africa, Australia, and America What's topical from a macro and micro commodity perspective for each region? Production, supply, demand, economics, prices, and more Don’t forget to register for our next webinar! Wheat Market Update on July 31, 2024 Look for your email invite or register directly

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20:18

Unpacking a real risk management strategy

McKeany-Flavell Hot Commodity Podcast ·

2024/07/19

Risk and opportunity identificationState of the market Potential outside forces Create and execute a plan Measure performance Mark your calendar for our next webinar! Wheat Market Update Wednesday, July 31 Registration opens July 17, watch your email or visit mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Risk Management

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28:15

July WASDE: Hitting it out of the park!

McKeany-Flavell Hot Commodity Podcast ·

2024/07/12

Sugar2023/24 ending stocks increased Beet sugar increased for both old and new crop Wheat USDA blew away expectations with big increases to wheat production Wheat ending stocks now largest since 2019/20 Global stocks rise, but not likely to hold Corn Feed category providing its usual late-season surprise for corn Soy complex Global soybean balance sheet suggests bearishness for the foreseeable future Don’t forget to register for our next webinar! Wheat Market Update on July 31,

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15:54

Food inflation & a bag of groceries

McKeany-Flavell Hot Commodity Podcast ·

2024/07/05

How have consumers been handling food inflation? What might food manufacturers do to respond? Is there a light at the end of the tunnel? Mark your calendar for our next webinar! Wheat Market Update Wednesday, July 31 Registration opens July 17, watch your email or visit mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

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17:22

Let's unpack the June USDA Acreage & Grain Stocks...

McKeany-Flavell Hot Commodity Podcast ·

2024/06/28

Corn steals the show with an increase in acres!What’s the number? Higher corn acreage pencils stocks-to-use in at over 15% Did corn producers take advantage of the June seasonal rally? March to June stocks change suggests they did not Farmers still have full grain bins What does that mean for any price rallies? Soybean acres take a hit How does that leave the balance sheet looking? McKeany accurately hits the wheat stocks estimate! Mark your calendar for our next webinar! Wheat Market

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12:57

Rousing activity in wheat! What’s the latest?

McKeany-Flavell Hot Commodity Podcast ·

2024/06/21

Update on the U.S. winter wheat harvest and spring wheat conditionsRussia’s crop bigger than expected? U.S. exports are strong Up 25% YOY Don’t forget to register for our next webinar! Summer Market Outlook on June 26, 2024 Look for your email invite or register directly at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist

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12:45

Grab your passport & go ‘round the world (sugar)

McKeany-Flavell Hot Commodity Podcast ·

2024/06/14

Will Brazilian sugar share surpass 50% this year?Is world market becoming too reliant on Brazil? Upcoming monsoonal rainfall key to production in India and Thailand Our next webinar is coming up! Summer Market Outlook on June 26, 2024 Look for your email invite or register directly at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

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21:08

A Wednesday WASDE

McKeany-Flavell Hot Commodity Podcast ·

2024/06/12

June WASDE is the “appetizer before the entrée”No major changes All eyes on the Jun. 28 Acreage report Wheat U.S. wheat exports on the rise as Black Sea output falls Corn / Soy Complex No changes to U.S. corn Small true-ups in soy complex Sugar Current crop beet sugar production lowered High-tier imports increased for current and new crop Mexico ending stocks up: Bearish! Don’t forget to register for our next webinar! Summer Market Outlook on June 26, 2024 Look for your email invite or

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24:28

This is bull…ish!

McKeany-Flavell Hot Commodity Podcast ·

2024/06/07

Weather’s been good, but you never know!Biofuel production to grow in 2024/25 No exports? Not just yet… Don’t forget to register for our next webinar! Summer Market Outlook on June 26, 2024 Look for your email invite or register directly at mckeany-flavell.com Host/Expert: Eric Thornton, Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services

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14:57

Mexico sugar: It’s gonna be a wild ride!

McKeany-Flavell Hot Commodity Podcast ·

2024/05/31

Will Mexico imports reach 650,000 MT?June is the start of the rainy season, but will we get any rain this summer? The 2024/25 production forecast How does this affect HFCS heading to Mexico? Our next webinar: Summer Market Outlook on June 26, 2024 Look for your email invite or register directly at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

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17:20

Cocoa market volatility continues

McKeany-Flavell Hot Commodity Podcast ·

2024/05/24

Weather has improved!What does that mean for the tail end of the mid-crop and pod setting for next year’s main crop?Cocoa bean arrivals continue to lag, but have they been under reported? Why have Coffee and Cocoa Council (CCC) suspended operations for 40 coops? Mark your calendar for our next webinar!Summer Market Outlook webinar Wednesday, June 26 First wave of invites going out June 12 Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant

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17:10

Inflation station: Conflicted economic data for April

McKeany-Flavell Hot Commodity Podcast ·

2024/05/17

PPI: inflation is too hot! CPI: is inflation cooling too fast? Jobs growth slowed markedly What’s unemployment doing? What to expect for future inflation after bottoming in December Market's rate cut expectations holding steady this week, but is this counter to the Fed’s own statements? Next webinar is on Wednesday! Dairy Market Update on Wednesday, May 22, 2024 Check your email for your invite or register at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Shawn Bingham,

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04:57

Live from the Sweets & Snacks Expo 2024!

McKeany-Flavell Hot Commodity Podcast ·

2024/05/15

Well attended event put on by the National Confectioners Association Lots of sour going on! Freeze-dried candy: What was Mike’s favorite? Talk from all of the chocolate companies Switching from chocolate to compound? Using less amount on the product? And the winner of this year’s Candy Industry Kettle Award goes to… Our next webinar: Dairy Market Update on May 22, 2024 Check your email for your invite or register at mckeany-flavell.com Host/Expert: Michael Caughlan, President & CEO

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33:32

WASDE: Welcome 2024/25 to the party!

McKeany-Flavell Hot Commodity Podcast ·

2024/05/10

Wheat New crop 2024/25 U.S. wheat largely as expected Global stocks remain at a deficit Will it struggle to hit USDA’s estimate? Corn Global balance sheet seemingly growing more portentous? Baby steps! Soy complex U.S. soybean, soybean oil picture for 2024/25 suggests loosening stocks scenario A quick note on soybean meal Sugar Not many supply-side changes expected for production New crop 2024/25 showing good numbers Expecting healthy increases? No growth: What’s driving that? Don’t forget

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11:00

The world sugar market

McKeany-Flavell Hot Commodity Podcast ·

2024/05/03

How does the world sugar market affect the U.S. market?We’re at the lower range: Where do we go from here? Brazil sugar Expected record crop, but has that been walked back? India and Thailand sugar Will we see any more downside with the monsoon season coming soon? Our next webinar: Dairy Market Update on May 22, 2024 Check your email or register at mckeany-flavell.com beginning May 8 McKeany-Flavell’s Spring Market Seminar videos available soon! Registered attendees will have unlimited

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15:28

Early days of planting progress: East vs. west

McKeany-Flavell Hot Commodity Podcast ·

2024/04/26

Corn plantings and the five-year average What states are leading in soybean plantings? Where sugar beet plantings stand in the Red River Valley Our next webinar: Dairy Market Update on May 22, 2024 Check your email or register at mckeany-flavell.com beginning May 8 McKeany-Flavell’s Spring Market Seminar videos available soon! Registered attendees will have unlimited access Didn't attend but interested in purchasing the seminar on video? Contact us and we’ll set you up! Host: Michael Caughlan,

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211 results

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