McKeany-Flavell Hot Commodity Podcast

17:09

BLS throws a wet blanket on jobs

McKeany-Flavell Hot Commodity Podcast ·

2026/10/02

U.S. jobs growth fell in September, well below expectationsThe unemployment rate edged up Slowing wage growth is now consistently running below the rate of inflation Could the recent softness in commodity prices stabilize without additional Fed tightening? Save the date for our next webinar! Live Seasonal Market Outlook on Wednesday, Oct. 28 Stay tuned for more details… Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management

en

12:32

Cocoa & chocolate market update

McKeany-Flavell Hot Commodity Podcast ·

2026/09/25

Côte d’Ivoire changes start of the main-crop seasonWhy is the cocoa market still so volatile? For chocolate lovers: More chocolate items on the shelf this holiday season? EUDR: The latest news Host: Michael Caughlan, President & CEO Expert: Marilyn Adutwum, Data Analyst

en

26:54

Barrels of uncertainty: The edible oils & energy markets

McKeany-Flavell Hot Commodity Podcast ·

2026/09/18

Oilseed production potentially seeing regional weather hitsEnergy and geopolitics remain the major market drivers How are commercial markets responding? Don’t miss our live webinar next Wednesday, Sep. 23! Live Energy Market Update: Shaping Food & Beverage Procurement Costs Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host/Expert: Shawn Bingham, Director of Commodity Risk Management Expert: Nicole Thomas, Vice President – Information Services

en

27:04

September WASDE wrap-up

McKeany-Flavell Hot Commodity Podcast ·

2026/09/11

WheatSubtle changes for 2025/26 global balance sheet Significant changes to world wheat production Corn 2026/27 U.S. corn yield lowered as expected Global ending stocks projected lower Soybean complex U.S. soybean ending stocks lowered for 2026/27 Edible oils Veg oil stocks may be misleading depending on this year’s production/weather Sugar 2025/25 high-tier imports increased to record number 2026/27 beet and cane forecast lowered Don’t miss our next live webinar on Sep. 23! Live

en

11:36

Russia/Ukraine headlines drive another volatile week...

McKeany-Flavell Hot Commodity Podcast ·

2026/09/04

Renewed peace headlines ease some of the geopolitical risk premium in wheat Will it hold heading into the September WASDE next Friday, Sept. 11? Fundamentally, global wheat stocks could improve? Pay attention to next week if prices continue to ease Potential buying opportunity? Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President

en

13:17

What’s in store for the sugar & corn harvests

McKeany-Flavell Hot Commodity Podcast ·

2026/08/28

Sugar beet pre-pile harvest is underwayDo early signs look promising? Corn harvest is nearly upon us Will yield concerns mute typical harvest pressure? Grains futures have become the story as we enter corn sweetener negotiations Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

en

27:09

Beyond the fundamentals: How commodity markets are...

McKeany-Flavell Hot Commodity Podcast ·

2026/08/21

Making sense of all that’s happening in the world Potential impact on commodity and ingredient markets in the months to come What are the fundamentals saying? What’s happening geopolitically? How do equity, currency, and treasury markets potentially play into this? Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

en

13:46

Black Sea headline risk & wheat volatility

McKeany-Flavell Hot Commodity Podcast ·

2026/08/14

Wheat prices continue to rise off concerns in the Black SeaRussia and Ukraine exchanging new attacks Possible truce proposal this week? August flow of grains down ~75% so far for Russia Real concerns, but for how long? And how impactful? Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President

en

29:18

August WASDE: Surprises, concerns, & a few big upsets

McKeany-Flavell Hot Commodity Podcast ·

2026/08/12

Corn & soy complex Oh boy! More U.S. corn production and less ending stocks (and lower yield?) Wild Midwest weather and upside market bias Soybean changes benign, but spillovers from other markets supporting soybeans/soybean products Wheat Wheat takes a back seat with only limited changes in August WASDE However, starting to see early signs appear from the Ukraine/Russian conflict and Black Sea constraints Sugar Major changes for 2025/26 beet sugar A surprise for 2026/27 beet

en

17:17

Key takeaways from the ASA (American Sugar Alliance)...

McKeany-Flavell Hot Commodity Podcast ·

2026/08/07

Section 301 tariffs are in place Congress/USTR continue work with USDA on increasing high-tier duties Beet sugar crop: more optimism than expected Could the crop end up larger than USDA is reporting? Cane crop under attack from mealybug Could this stunt cane growth and sugar content in both Florida and Louisiana? Congress optimistic to get a Farm Bill passed before mid-term elections Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Craig Ruffolo, Vice President –

en

24:46

Sugar market for 2027 looks a lot like 2025

McKeany-Flavell Hot Commodity Podcast ·

2026/07/31

Unforeseen improvement in sugar deliveries, up 2%Reduced sugar beet acreage, lower projected production Recalibration of imports, larger quota for Mexico reduces high-tier Sugar prices for 2027 have bottomed Did you miss our webinar on Wednesday? Behind the Packaging Price with Nicole Thomas and special guest, Michael Workman, Executive Director at RTi Global/ResinSmart Watch now on our IQ platform! Not an IQ subscriber? Reach out to us to learn more! Host: Shawn Bingham, Director of Commodity

en

19:06

What’s driving the edible oil markets?

McKeany-Flavell Hot Commodity Podcast ·

2026/07/24

What’s driving edible oil markets currently (and potentially, in the months to come)?Any oilseed-specific concerns that could impact veg oil prices? How does an oil buyer address this degree of uncertainty/volatility? Next Wednesday, don’t miss our live webinar! Behind the Packaging Price: What Resin Markets Are Telling Buyers Right Now With special guest, Michael Workman, Executive Director at RTi Global/ResinSmart, Clients, check your inbox. Everyone else can register by going to

en

20:34

“Strait” talk on inflation & hot topics in grains

McKeany-Flavell Hot Commodity Podcast ·

2026/07/17

Wheat rallying off Black Sea export constraintsWill we re-test the early May highs? Inflation cools and consumer sentiment climbs, but for how long? Iran threatens to close another strait connecting the Red Sea, potentially shutting in more crude oil Index funds retreated in June from record levels Could buying reignite if crude prices remain elevated? Don’t miss our next live webinar! Behind the Packaging Price: What Resin Markets Are Telling Buyers Right Now With special guest, Michael

en

28:03

July WASDE: No fireworks but markets still excited

McKeany-Flavell Hot Commodity Podcast ·

2026/07/10

Corn & soy complex U.S. corn ending stocks growing tighter for 2026/27 Less carry-in, more production, and more exports for U.S. soybeans Soybean oil balance sheet unchanged but external factors carrying more weight with prices Wheat U.S. wheat ending stocks decline further by 22 million bushels Wheat crop in the U.S. projected smallest since 1970 at 1.536 million bushels Thankfully, weaker U.S. demand is keeping stocks-to-use ratio declines in check Sugar Beet forecasts lower due to

en

9:59

The impact on sugar of U.S. declining to renew the USMCA

McKeany-Flavell Hot Commodity Podcast ·

2026/07/02

USMCA trade pact update: The details How will it impact Suspension Agreements? Will Mexico target HFCS imports? Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

en

20:37

Current spring row crop conditions: How we lookin’,...

McKeany-Flavell Hot Commodity Podcast ·

2026/06/26

How are things looking for sugar, spring wheat, corn, and soybeans? Record potentials? Looming threats? Heatwaves in the U.S. and France are coming: How concerning are they? Acreage and stock expectations for next Tuesday’s reports More corn? Not a client on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more! Commodity dashboards Dynamic data & interactive charts Analytics & calculators Price forecasts Downloadable data, charts, and tables Host:

en

20:18

A seminal shake-up at the FOMC!

McKeany-Flavell Hot Commodity Podcast ·

2026/06/18

Exiting forward guidanceFive new tasks forces to help steer policy Hawkish tone in general A commitment to deliver price stability Next week, don’t miss our Live Seasonal Market Outlook webinar! Wed., June 24, 2026 at 2pm ET / 11am PT Clients, invites are going out now, or anyone can sign up now at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management

en

25:28

June WASDE: All quiet on the WASDE front, mostly

McKeany-Flavell Hot Commodity Podcast ·

2026/06/11

Corn & soy complexU.S. corn crop looks great so far, much to be determined regarding global production for 2026/27 Bio-based diesel consumption of vegetable oil indicated as strong domestically and globally. Wheat Small crops get smaller…. Hard Red winter wheat lowered another 18 million bushels Stocks down 20% YOY at now 744 million bushels Spring wheat crop conditions are excellent: could help increase the all-wheat yield in the future Sugar US sugar production increase was the

en

8:57

Corn sweeteners outlook for 2027

McKeany-Flavell Hot Commodity Podcast ·

2026/06/05

Corn crop in the ground on timeWill it lose acres to soybeans? Entering a high-demand period Will the upcoming World Cup provide a spike in HFCS use? Next week: Ingredion must announce its intention to make a formal bid for Tate & Lyle Our next webinar: Seasonal Market Outlook Wed., June 24, 2026 at 2pm ET / 11am PT Invites rolling out soon! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

en

24:50

The Grim Reaper speaks! (on soybean & palm oil markets)

McKeany-Flavell Hot Commodity Podcast ·

2026/05/29

Looking toward the “futures” and determining “good value”Soybean oil futures market evolution since the start of the Iran war What happened in deferred contracts? Is palm oil next? Comparing the last strong El Niño event against an impending one A look at pricing dynamics for Malaysian palm oil futures (BMD exchange) Not a client on McKeany-Flavell’s IQ Intelligence Platform? Visit iq.mckeany-flavell.com to learn more! Commodity dashboards Dynamic data & interactive charts Analytics

en

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

The New Warehouse Podcast

Kevin Lawton

Dagen med Di

Dagens industri

SoldiOnline

Mondadori Digital