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

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FAQs about McKeany-Flavell Hot Commodity Podcast:

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

The podcast currently has 492 episodes available.

McKeany-Flavell Hot Commodity Podcast episodes:

February 23, 2024Get prepared for the 2024 International Sweetener Colloquium
2025 sugar talk and negotiations are real
Buyers should be prepared ahead of time
Corn wet milling talk around net corn
Demand weakness present in many markets, including sugar
Don’t forget your sunscreen!
McKeany-Flavell’s Spring Market Seminar is fast approaching!
April 17, 2024 in Oakbrook, IL
Theme: Movers & Shakers (Technology. Sustainability. Opportunity.)
Register now at mckeany-flavell.com
Host/Expert: Eric Thornton, Commodity Specialist
Expert: Craig Ruffolo, Vice President – Commodity Specialist
...more
17min
February 16, 2024Wild rides on the cocoa-coaster!
CPI numbers: The inflation fight is not over!
Cocoa futures set a record high
High cocoa butter prices: Sustainable?
Chocolate companies: Update on layoffs
What to expect moving into spring
Chocolate demand? Look to the Q4 grind numbers
Mark your calendars!
McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
Register now at mckeany-flavell.com
Our next webinar: Economy, Inflation, & Interest Rate Expectations Webinar
Wednesday, February 21
Register at mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
...more
19min
February 08, 2024A curious February WASDE
Corn / soy complex
Not much in the way of change for U.S. corn / soy complex balance sheets
Can we get USDA and CONAB to chat ahead of time?
Wheat
Only a few changes for wheat
Most notable: food demand cut 10 million bushels
NOAA news more impactful: La Niña watch for H2 2024
Sugar
Beet production lowered while cane is increased
Mexican sugar imports
Mark your calendars!
McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
Registration is now open at mckeany-flavell.com
Our next webinar: Economy, Inflation, & Interest Rate Expectations Webinar
Wednesday, February 21
Register at mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
...more
26min
February 02, 2024Macadamia nuts! Update from Guillaume Maillard of Ten Senses
Ten Senses and Pamoja Farms
A Kenyan-based company focused on sustainability and traceability
Specialize in macadamia nuts and coffee
The macadamia nut market
Learning from the challenges of 2023
2024: great opportunities ahead!
Product changes
Demand and volume going up
Heading to the Natural Products Expo West?
March 12-16, 2024 in Anaheim, CA
Reach out! We’d love to meet with you
Don’t forget: McKeany-Flavell's 2024 Spring Market Seminar
April 17, 2024 in Oak Brook, IL
In-person or virtual
Visit mckeany-flavell.com to register
Seats are filling up fast!
Host: Michael Caughlan, President & CEO
Guest expert: Guillaume Maillard, Founder & Director at Pamoja Farms
Email: [email protected]
...more
11min
January 26, 2024Getting technical with the sugar markets
World sugar surpasses 50% retracement off the lows this week
Speculators done with long liquidations but have not been buyers yet on this rebound
Historical correlation between #11’s & 16’s is a wild ride but currently above 90%
#16 domestic raw futures up $0.04 vs. last year approaching negotiations
Mark your calendars!
McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
Registration is now open at mckeany-flavell.com
Our next webinar: Key Ingredients in 2024
Next Wednesday, January 31
Check your email to register, or visit mckeany-flavell.com
Host: Shawn Bingham, Director of Risk Management
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
...more
19min
January 19, 2024Natural & organic sweeteners with Samantha Yap of PanaSource
Introduction of PanaSource Ingredients and alternative sweeteners
Trends and growth categories for the sweetener industry
The Stevia resurgence: What’s driving it?
The latest on sucralose and allulose
Challenges that may lay ahead in 2024 for natural sweeteners
You can meet with Samantha and the McKeany-Flavell team at the 2024 International Sweetener Colloquium!
February 25-28 in Aventura, Florida
And mark your calendars for:
McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
Registration is now open at mckeany-flavell.com
McKeany-Flavell’s monthly webinar: Key Ingredients in 2024
Wednesday, January 31
Check your email to register, or visit mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Special guest: Samantha Yap, Director of Sales, PanaSource Ingredients
Email: [email protected]
...more
22min
January 12, 2024Touchdowns & a few flags called for January WASDE & grain stocks report
Sugar
Sugar production forecast at record 9.391 million STRV
High-tier imports increased 110,000 SRV to 575,000 STRV
Mexico production lowered 267,000 MT to 5.016 MMT
Wheat
Winter wheat seedings released: 34.4 million acres, down 6%
Harvested area should improve YOY
Little change for WASDE and ending stocks
Corn
USDA surprises with better U.S. corn yield
Huge global stocks increase
Soy complex
Domestic soybean stocks edging higher
Soybean oil balance sheet is precarious
Mark your calendars!
McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
Registration is now open at mckeany-flavell.com
Our next webinar: Key Ingredients in 2024
Wednesday, January 31
Invites coming your way soon!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornton, Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services
...more
25min
January 05, 2024Inflation station reporting slowing trains
December jobs growth surprises
Beating estimates!
U.S. economy job production numbers
What may keep the Fed on hold a little longer
Rate cuts are still a “when” not an “if”
When will cuts most likely be seen?
McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
Registration opens Jan. 10 on mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management
...more
15min
December 29, 2023Enter the Year of the Dragon! Our predictions for 2024
Dairy
Herd will eventually stabilize and start to grow again
We will begin 2024 with 50,000 fewer heifers than we did in 2023
Milk output will begin to grow again by spring flush
Buyers should be defensive and buy into weakness to extend coverage
Cocoa
Fundamentals are only now starting to catch up to the price move we have already seen
Lag in arrivals and projected deficit is growing as we near the mid-point of the main-crop
More price increases by large branded companies are expected as cocoa continues to trade at 47-year highs
High prices will cause demand destruction manifest in retail sales figures
Economy & energy
First rate reduction at June FOMC: 100bp total 2024
Core CPI falls to 3% and holds
GDP averages closer to 1%, maybe a slight negative quarter mixed in
S&P makes new record high, but returns come back down to earth in the 6-8% range
Crude oil breaks the $68 soft floor and averages $65 despite an EIA forecast of $78
Sugar
# 11 sugar will trade up to mid-20s before coming back to current levels
# 16 market will remain just below High Tier imports
2025 sugar negotiations will mirror 2024 negotiations
Corn
Acreage may lose to soybeans
Ethanol demand stalls
Exports robust
Ending stocks remain over 2.0 billion bushels
Wheat
U.S. crop to reach 2 billion bushels next year, despite fewer planted acres
Global stocks recover: 267 to 270 MMT
La Niña watch in late 2024
Edible oils
Soybean oil use for biofuel to reach or surpass 13.4 billion lbs
Despite this, soybean oil futures may finally meet their “new normal”: listen for that number!
McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!
Mark your calendars, registration opens in January!
Happy New Year!
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
Expert: Shawn Bingham, Director of Risk Management
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Eric Thornton, Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services
...more
27min
December 22, 2023 ‘Twas the night before Christmas, McKeany-Flavell style!
Grab your hot cocoa, sit back, and enjoy this year's McKeany-Flavell holiday poem. Happy Holidays!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
...more
9min

FAQs about McKeany-Flavell Hot Commodity Podcast:

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

The podcast currently has 492 episodes available.