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:

June 09, 2023June WASDE: A few surprises from USDA
Corn and soy complex
Mostly unchanged for new crop
Export demand still lower for old crop
Wheat
Spring wheat off to a good start!
USDA surprises with sizeable increase to global wheat production
Sugar
Slightly more bullish outlook for old and new crops
2022/23 stocks-to-use down to 13.1% on lower imports from Mexico
Will Mexico come up short, or will they have that sugar available? Should be an interesting July WASDE!
2023/24 cane production lowered 87,000 STRV, with Texas down 56,000 STRV, pulling STU to 10.6%
Don’t forget to register for our upcoming webinar!
Risk Management webinar with Shawn Bingham
Next Wednesday, June 14, 11 am PT / 2 pm ET
Check your inbox for your invite or you can also register here
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
...more
21min
June 02, 2023Energy: Oil & gas prices & their impact on corn prices
Summer driving has arrived, along with hot dry weather in the Midwest
Total petroleum stock situation
Refined products
EIA in Short-Term Energy Outlook (STEO)
What new higher stocks-to-use ratio for corn suggests
Crude oil and gasoline prices relative to last year
Continued Ukraine uncertainty
Ethanol and renewable diesel demand
Don’t forget to register for our upcoming webinar!
Risk Management webinar with Shawn Bingham
Wednesday, June 14, 11 am PT / 2 pm ET
Check your inbox for your invite or you can also register here
Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Shawn Bingham, Director of Risk Management
...more
17min
May 26, 2023Weather update
El Niño looms…
What is it? What impacts can we expect? And when?
Near-term weather outlook is dry
Markets reacting
Our Virtual 2023 Spring Market Seminar is available for digital viewing!
Seminar recorded live on April 26, 2023
Learn more and order access at mckeany-flavell.com
Available to clients for $475 and non-clients for $675
Attendees may access at no extra charge
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Commodity Specialist
...more
14min
May 19, 2023Edible oils: Nicole’s hanging up the sickle!
Enough good, bearish news to go around!
Oh, but wait…pesky palm oil?
Can you guess?
Soybean STU and energy price assumptions for soybean oil trading ranges
Our Virtual 2023 Spring Market Seminar is available for digital viewing!
Seminar recorded live on April 26, 2023
Learn more and order access at mckeany-flavell.com
Available to clients for $475 and non-clients for $675
Attendees may access at no extra charge
Host/Expert: Shawn Bingham, Director of Risk Management
Expert: Nicole Thomas, Vice President – Information Services
...more
25min
May 12, 2023May WASDE: Get your 2023/24 crop estimates here!
Sugar
Beet production initiated at 4.961 million STRV
Cane production estimated at 4.264 million STRV
USDA raises 2022/23 food use deliveries 75,000 STRV
Wheat
USDA pessimistic on U.S. wheat production
Stocks decline further for 2023/24 to 556 million bushels
Global production and stocks surprisingly bearish
Corn and soy complex
Bearish, bearish, bearish! Stocks improvement for corn and soybeans has been a long time coming!
Maybe more growth to come for U.S. soybean oil stocks (this year and next)?
Don’t forget to register for our upcoming webinar!
Dairy Market Update webinar with Jeff Rasinski
Wednesday, May 17, 11 am PT / 2 pm ET
Check your inbox for your invite or you can also register here
Our Virtual 2023 Spring Market Seminar is available for digital viewing!
Seminar recorded live on April 26, 2023
Learn more and order access at mckeany-flavell.com
Available to clients for $475 and non-clients for $675
Attendees will be able to access at no extra charge
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
40min
May 05, 2023Corn & sugar planting progress with IQ Award-Winner Craig Ruffolo
Corn wet milling takes the 2023 Spring Market Seminar award for Unforeseen Demand
The horse is in the gate (Cautiously Optimistic)
Corn plantings outlook
Will corn stocks build or retreat?
New era for managing coproducts
Sugar marketplace is set for 2024
Beet progress looking good
Prices still elevated with a tight balance sheet
Register today for access to our Virtual 2023 Spring Market Seminar!
Seminar recorded live on April 26, 2023
Available for digital download May 8, 2023
Visit mckeany-flavell.com to pre-order
Will be available for clients to purchase via the IQ platform
Attendees will be able to access at no extra charge
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
...more
14min
April 28, 2023Recap of our Spring Market Seminar 2023: Action, Drama, & the Thrill of Commodities
Another Spring Market Seminar in the books!
Great time! Lived up to the theme!
Awards given:
Supply disruption: Edible oils
Unforeseen demand: Corn wet milling
Crop production issue: Wheat
Non-USDA commercial market: Cocoa
Market price change: Sugar
Special recognition: Energy
A special thanks to our guest speaker Amanda Prochaska of Wonder Services
Digital version available next week for registered attendees
Didn't attend but interested in purchasing the seminar on video? Contact us and we’ll set you up!
Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management
Expert: Eric Thornton, Commodity Specialist
...more
16min
April 21, 2023Let’s talk dairy
ADPI (American Dairy Products Institute) annual conference kicks off this weekend
Milk production report out last week
Milk production up from last year
February numbers revised higher
Herd has increased
Jeff does the math!
Bigger herd + higher yield = more milk!
Awaiting the cold storage report next week
Stayed tuned: What will butter do?!?
Look for your invite coming soon for our next webinar
Dairy market outlook webinar – May 17
Seats still available for our 2023 Spring Market Seminar!
Next Wednesday, April 26, 2023 in Oak Brook, IL
Attend in person or virtually
Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant
...more
15min
April 14, 2023Sugar market update
#11 market trading near $0.24 per lb on speculative trading influence
What’s supporting higher prices?
Lower production in India
A weak U.S. dollar
Higher crude oil prices
#16 domestic raw sugar following along for the ride as high-tier imports prevail
2023 Spring Market Seminar registration is almost here!
April 26, 2023 in Oak Brook, IL
Visit mckeany-flavell.com to register!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
...more
18min
April 11, 2023A humdrum April WASDE
Sugar
No changes to demand
Stocks-to-use ratio up to a healthy 14.9%
Although prices don't reflect that
Supplies increased on added high-tier imports
USDA reversed course on Mexico
Wheat
Reduction in ending stocks
Small change to the U.S. balance sheet
Soy complex
All about Argentina!
Drought and lower production
Brazil offsets lower numbers to a degree
More active Chinese importing from Brazil
Corn
Slight reduction in global ending stocks
U.S. shows reduction in imports, no change in ending stocks
Markets are watching for planting intentions and upcoming 2023/24 crop
The farmers are out in the fields!
2023 Spring Market Seminar registration is open!
April 26, 2023 in Oak Brook, IL
Visit mckeany-flavell.com to register!

Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Craig Ruffolo, Vice President – Commodity Specialist
...more
16min

FAQs about McKeany-Flavell Hot Commodity Podcast:

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

The podcast currently has 492 episodes available.