McKeany-Flavell Hot Commodity Podcast

By McKeany-Flavell

Empowering clients with commercial intelligence, supply chain expertise,

and risk management solutions.... more

4.9

88 ratings

FAQs about McKeany-Flavell Hot Commodity Podcast:

How many episodes does McKeany-Flavell Hot Commodity Podcast have?

The podcast currently has 435 episodes available.

McKeany-Flavell Hot Commodity Podcast episodes:

January 03, 2025School’s in session! Futures market speculators
Commodity trading advisor (CTA) assets under management
Down from 2022 peak but still significant
Large CTAs trade as many as 250 futures contracts globally
Which category manages the majority of assets?
Between January 2021 and February 2024, fund managers rode corn from record-long to record-short positions
How many contracts did they sell?
How were speculators positioned in last year's soybean oil market?
Lack of speculator liquidity likely helped fuel cocoa rally in 2024
Mark your calendars for our next webinar! Not to be missed!
Key Ingredients in 2025
January 29, 2025 11am PT / 2pm ET
Registration opens soon at mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Commodity Risk Management
...more
26min
December 27, 2024Looking down the road: Our predictions for 2025
Corn
Corn acres will go up on better returns than soybeans
Feed demand may shrink due to continued issues of avian flu
Exports are being front-loaded but could stall in the second half
Could ending stocks equal 2024?
Sugar
At what prices will sugar futures be trading in 2025?
Strong supplies and slightly lower demand in 2025 to pressure 2026 contracting, but by how much?
Wheat
Ditto or status quo on 2025 vs. 2024?
What to expect from 2025/26 U.S. stocks surplus, as well as global stocks
Expectations for 2025/26 U.S. wheat exports
Two more countries will approve HB4 GMO wheat: Guesses as to who
Soy complex & edible oils
Prevailing prediction: Volatility!
Uncertain biofuel and economic pictures provide a broad range of price possibilities
Does avian flu spreading to mammals fill more of the conversation in 2025?
Economy & energy
Let’s talk basis cuts from the Fed
How will the CPI and GDP hold up?
Observations for WTI crude oil: What to expect
Happy New Year!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Director of Commodity Risk Management
...more
34min
December 20, 2024 A holiday poem, McKeany-Flavell style
Find a warm, cozy spot and listen to Nicole showcase her annual holiday poem, as only she can do.
Happy Holidays!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
...more
8min
December 13, 2024Vibe check on the wheat market
U.S. winter wheat crop conditions are strong heading into winter
Is La Niña still forecasted?
Speculators may liquidate hefty short positions
Russia/Ukraine war full of uncertainty and will enhance volatility
What to expect from commodities in 2025?
Keep an eye out for our 2025 predictions podcast coming to you soon!
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Advisor
...more
16min
December 10, 2024Ho ho holy December WASDE!
Wheat
Wheat exports increase
Stocks fall
Soy complex
Soybean balance sheet unchanged for U.S.
Global stocks still huge
Corn
Production down globally
Stronger use for corn in the U.S.
How’s ethanol demand looking?
Sugar
USDA raises import level: How disappointed will Mexico be?
Believe it or not, the International Sweetener Colloquium is right around the corner! (February 23-26, 2025): See you there!
Keep an eye out for our 2025 predictions podcast! Coming to you soon.
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Senior Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
...more
16min
December 06, 2024Winning in edible oils is all about the fundamentals!
Market fundamentals
Global markets
European production issues for crops
Domestic markets
Latest crush report shows 10-year lows
How likely are we to see sustained price relief for vegetable oils?
The incoming U.S. administration spells lots of uncertainty
Biofuel policy, imports, tariffs, and even TikTok
Used cooking oil and its effect on soybean oil usage in biofuels
Interested in learning more about coconut oil products?
Head over to mckeany-flavell.com to watch our video, “Going Coconuts”!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
...more
20min
November 27, 2024Setting the table with turkey & corn...sweetener negotiations that is!
Contracting is nearing its completion
Results are a mixed bag
Corn prices were not a factor
Product demand assisted in price offers for 2025
Wet mill operations show little change
New production at Ft. Dodge and Shenandoah
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!
Happy Thanksgiving!
Host: Shawn Bingham, Director of Commodity Risk Management
Expert: Craig Ruffolo, Vice President – Commodity Specialist
...more
14min
November 22, 2024Update on the latest milk production report
Little change in total U.S. herd: Where are we sitting now?
Yield or productivity per cow at the farm level
How has total milk output been measured on a cumulative YTD basis through October?
Missed our webinar on Wednesday? Watch now on IQ!
Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk Management
Not an IQ subscriber but want to learn more? Reach out to McKeany-Flavell to find out how an IQ subscription can benefit you and your company today.
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
...more
14min
November 15, 2024A forward look at winter weather, La Niña, & inflation
Weather
NOAA’s latest odds of a La Niña are declining: Will it actually arrive?
Winter weather expectations may not be as threatening to crops like wheat
The markets
CPI sees three consecutive months of increases
How much did the PPI move over the last three months?
Fed Powell surprises market with hawkish comments
Don’t forget to register for next Wednesday’s webinar!
Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk Management
November 20, 11am PT / 2pm ET
Register at mckeany-flavell.com today!
Host/Expert: Shawn Bingham, Director of Commodity Risk Management
Expert: Eric Thornton, Senior Commodity Advisor
...more
22min
November 08, 2024The November USDA WASDE bullish award goes to...
Sugar
USDA adjusts for early harvest sugar
Shifts in old crop numbers
Wheat
Few changes for wheat, global stocks remain steady at 257 MMT
Shout out to Kazakhstan with a 2 MMT increase to production!
Corn & Soy Complex
Both U.S. corn and soybean yields reduced (and much more for the latter).
Ending stocks of soybean oil growing more ominous for 2024/25
Register for our next webinar on November 20, 2024 at 2:00 PM ET!
Revisiting Systematic Timing Models
Visit mckeany-flavell.com to reserve your seat today!
Host/Expert: Nicole Thomas, Vice President – Information Services
Experts: Kevin Combs, Vice President – Global Sweeteners Specialist
Eric Thornton, Senior Commodity Advisor
...more
31min

FAQs about McKeany-Flavell Hot Commodity Podcast:

How many episodes does McKeany-Flavell Hot Commodity Podcast have?

The podcast currently has 435 episodes available.

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McKeany-Flavell Hot Commodity Podcast

FAQs about McKeany-Flavell Hot Commodity Podcast:

How many episodes does McKeany-Flavell Hot Commodity Podcast have?

McKeany-Flavell Hot Commodity Podcast episodes:

FAQs about McKeany-Flavell Hot Commodity Podcast:

How many episodes does McKeany-Flavell Hot Commodity Podcast have?

More shows like McKeany-Flavell Hot Commodity Podcast

Commodity Week

AgriTalk PM

Odd Lots

Grain Markets and Other Stuff