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

Download on the App Store

Download on the App Store

Get it on Google Play

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 14, 2025Happy Valentine's Day! A cocoa & chocolate update
Cocoa arrival numbers and weather tell of a promising season ahead
Major cocoa and chocolate producers are concerned about how cocoa prices can affect their financial performance and projections for the year
Q4 2024 grind showed a decline in demand: Will Q1 2025 grind help with the trajectory?
McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
Live online event!
Wednesday, April 23, 2025
Registration is now open!
Host: Eric Thornton, Senior Commodity Advisor
Expert: Marilyn Adutwum, Data Analyst
...more
13min
February 11, 2025February WASDE: Wildly...uninteresting
Corn and soy complex
USDA leaves U.S. corn/soybean balance sheet unchanged
Wheat
Limited changes to note for wheat
U.S. wheat food demand increases, but was it justified?
Global endings stocks: How much lower vs. last year?
Sugar
Sugar deliveries now compared to last year
TRQ imports lowered
McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
Live online event!
Wednesday, April 23, 2025
Registration is now open!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
...more
20min
February 07, 2025Economic roundup: Jobs & wages, the Fed, tariffs, & commodities
Jobs number disappoints slightly but revisions to prior months were positive
Unemployment rate falls to lowest in eight months
Wage growth is accelerating but will it keep the Fed sidelined?
Final tariff policy and impact still a big unknown: Leaning towards inflationary?
McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
Live online event!
Wednesday, April 23, 2025
Registration is now open!
Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Shawn Bingham, Director of Commodity Risk Management
...more
17min
January 31, 2025Mexico sugar & the possible impacts of tariffs
Will Mexico production fall below the 5.094 MMT forecast?
How tariffs on Mexico may impact sugar trade
McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
Live online event!
Wednesday, April 23, 2025
Registration is now open!
Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
...more
14min
January 24, 2025Brrrr! It’s cold out there! Polar vortex hits the U.S.
What impacts did we see from the harsh winter weather this week?
Louisiana cane crop concerns
Winter wheat threatened
Rumors of peace negotiations between Russia and Ukraine
Next week! Don’t miss our Key Ingredients in 2025 webinar
Wednesday, January 29, 2025 at 11 am PT / 2 pm ET
Register now at mckeany-flavell.com or look for your invite starting next week
Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornton, Senior Commodity Advisor
...more
13min
January 17, 2025Jobs, inflation, & policy: No shortage of volatility!
December jobs boost economic expectations
December FOMC points to higher inflation and fewer rate cuts
Policy decisions to ban future oil drilling and add new sanctions to Russia, along with threats from Canada, spike crude prices
January WASDE bullish to grain market?
No shortage of volatility ahead of next Monday’s Inauguration Day!
Our next webinar: Key Ingredients in 2025
Wednesday, January 29, 2025 at 11 am PT / 2 pm ET
Register now at mckeany-flavell.com or if you’re a client, look for an invite in your inbox
Host: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Director of Commodity Risk Management
...more
29min
January 10, 2025January WASDE: Exciting, surprising, & revealing
Corn and soy complex
USDA surprises with reduced U.S. production for corn, soybeans
Domestic soybean oil balance sheet is likely more ominous than ending stocks would indicate
Wheat
Winter wheat acres on the rise! Up how much from 2024?
Grain stocks and WASDE about as expected
Sugar
Beet production increased
A boost to stocks-to-use ratio
Our next webinar: Key Ingredients in 2025
Wednesday, January 29, 2025 at 11 am PT / 2 pm ET
Register now at mckeany-flavell.com or look for your invite starting next week
Our thoughts and prayers are with those affected by the LA fires
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
...more
28min
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

FAQs about McKeany-Flavell Hot Commodity Podcast:

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

The podcast currently has 492 episodes available.