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McKeany-Flavell Hot Commodity Podcast
McKeany-Flavell Hot Commodity Podcast episodes
- Wheat whiplash!
- After a dramatic rise in July/August, wheat prices have plummeted!
- The latest on the Black Sea
- Peace talks?
- U.S. winter wheat off to a good start
- More rain and acreage expected
- Don’t miss our webinar next week!
- Live Seasonal Market Outlook: Harvest & Negotiations Underway as Uncertainty Continues
- Wednesday, Oct. 28, 2026
- Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Vice President13 min - Cocoa & chocolate market: Supply, grindings, & Halloween sales
- Cocoa supply
- As the 2026/27 West African main crop gets underway, weather concerns, production forecasts, and bean availability remain central to the global cocoa supply outlook
- Q3 cocoa grindings
- Asia leads the processing recovery; Europe returns to growth, and North America records a decline
- What do these contrasting results reveal about global cocoa demand heading into 2027?
- Halloween chocolate demand
- With Halloween approaching, how are elevated retail chocolate prices, changing consumer purchasing habits, and manufacturers' pricing strategies shaping seasonal chocolate sales?
- Don’t miss our next live webinar on Oct. 28!
- Live Seasonal Market Outlook: Harvest & Negotiations Underway as Uncertainty Continues
- Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Marilyn Adutwum, Data Analyst23 min - October WASDE delivers a sweet treat, or a spooky surprise?
- Wheat
- U.S. wheat stocks increase with a long overdue reduction in export demand
- Prices trading closer to fundamentals as Black Sea risk remains, but is premium weakening?
- Corn & Soy Complex
- USDA shocks with upward revision to U.S. corn yield! How much higher are stocks now compared to the September report?
- Soybean balance sheets status quo
- Soybean oil stocks tighten for 2025/26 and 2026/27
- Sugar
- Sugar stocks grow due to more imports and weaker food demand
- Don’t miss our next live webinar on Oct. 28!
- Live Seasonal Market Outlook: Harvest & Negotiations Underway as Uncertainty Continues
- Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com
Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Vice President30 min - BLS throws a wet blanket on jobs
- U.S. jobs growth fell in September, well below expectations
- The 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 Management18 min - Cocoa & chocolate market update
- Côte d’Ivoire changes start of the main-crop season
- Why 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 Analyst13 min - Barrels of uncertainty: The edible oils & energy markets
- Oilseed production potentially seeing regional weather hits
- Energy 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 Services27 min - September WASDE wrap-up
- Wheat
- Subtle 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 Energy Market Update: Shaping Food & Beverage Procurement Costs
- Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information ServicesExpert: Kevin Combs, Vice President – Global Sweeteners Specialist28 min - Russia/Ukraine headlines drive another volatile week for grain markets
- 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 President12 min - What’s in store for the sugar & corn harvests
- Sugar beet pre-pile harvest is underway
- Do 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 Specialist14 min - Beyond the fundamentals: How commodity markets are being impacted globally
- 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 Services28 min
About McKeany-Flavell Hot Commodity Podcast
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