Corn

Little in the way of change for corn balance sheets

Soy complex

U.S. soybeans get tighter

Will late harvest be impactful?

Sugar

Red River Valley plantings finally finished

2022/23 production estimates lowered

Demand left unchanged

Stocks-to-use ratio for 2022/23 NOT a typo!

Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information ServicesExpert: Kevin Combs, Vice President – Sweeteners Specialist

A quick recap of the benefits of Cannabinoids

Latest on GRAS status and the regulatory front

FDA needs to get moving on decisions

Some good news from the Ninth Circuit court

What's on the horizon for demand, trends, and the market

Download our free CBD study!

Host: Michael Caughlan, President & CEOExpert: Dave “Swany” Swanwick, Director of Sales, KND Labs

U.S. balance sheet

Southern Plains struggling with worse drought in 20 years

Crop tour reporting yield numbers down 30-35%

Spring wheat behind on planting pace

Global balance sheet

India's crop estimates go from savior to survivor with unexpected weather conditions

Canada sees a 6% increase to acreage

France and Germany has best winter conditions in 6-7 years

EU wheat crop production

Could go higher than expectations?

Host: Michael Caughlan, President & CEOExpert: Eric Thornton, Commodity Specialist

Soybean oil

U.S. acreage vs. strong demand

Canola oil

Canadian production rebound with consumption growth to come

Palm oil

Indonesian policy and general supply dynamics

And don’t forget to register for episode 3 of our Hot Ingredients webinar!

Next Wednesday, May 25

Covering eggs, keto diet, and GMO foods

Register here!

Host: Kevin Combs, Vice President – Sweeteners SpecialistExpert: Nicole Thomas, Vice President – Information Services

How the industry is maneuvering to meet today's challenges

Truck driver and mechanic shortages and how to incentivize them

More flexible and collaborative relationships with food manufacturers, shippers, and end customers

Energy cost concerns and possible shortages?

Have more questions about transportation?Email us at [email protected] and we’ll answer them in our next transportation episode!

Host: Michael Caughlan, President & CEOExpert: John Dillman, Executive VP & Chief Marketing Officer, Foodliner

Wheat

Today’s report was bullish for 2022/23

Wheat futures up sharply

2021/22 export numbers raised

Corn

No changes to 2021/22

2022/23 forecasted production down 4%

Surprising change to yield: Way to under-promise and over-deliver!

Soy complex

Crush/exports expected to rise

Good upcoming year for soybeans? USDA thinks so!

Soybean oil share higher than meal share

Sugar

2021/22 imports increased to reflect USDA quota increases and TRQ reassignments

Beet production lowered 84,000 on late plantings

Sugar deliveries increased for third consecutive month

Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information ServicesExpert: Kevin Combs, Vice President – Sweeteners Specialist

Global Dairy Trade auction event

Chinese mostly absent

Most prices collapse

Weakest in seven years

Dairy products report

Stocks and cold storage raising

Dairy herd and milk production update

Feb/Mar sees massive increase in herd count

New record for milk yield

Cows love the cold!

Price relief on the horizon?

Host: Michael Caughlan, President & CEOExpert: Jeffrey Rasinski, Consultant

Crop progress

Limited plantings for some key commodities like corn and sugar beets

Slowest start in years for sugar and probably two weeks behind where we ought to be

More rain on the way through this weekend for parts of the upper Midwest 

Fed

Meeting starts Tuesday of next week with decision on rates coming May 4

Likely to raise rates by 50 basis points 

Recession appears to be around the corner?

Thanks to all those who attended our Spring Seminar in Oak Brook (both in-person and virtually)!  Videos of the presentations will be available soon for attendees.

Host/Expert: Shawn Bingham, Director of Risk ManagementExpert: Jeffrey Rasinski, Consultant

Slipknot/duality

$8 corn—Why?!?

Planting progress update

Indonesia plans to ban edible oil exports

It’s not too late to register for our Spring Market Seminar 2022!

Next Wednesday, April 27, Oakbrook, IL

Register to attend in person or virtually—your choice!

Register here!

Host: Michael Caughlan, President & CEOExpert: Eric Thornton, Commodity Specialist

E15 waiver to have marginal impact on either corn or gasoline

Technical and fundamental picture still bullish prices

Latest inflation data will keep money flowing into commodity index funds

Speculators using about 56% of available leverage on long corn positions

Host: Craig Ruffolo, Vice President – Commodity SpecialistExpert: Shawn Bingham, Director of Risk Management