McKeany-Flavell Hot Commodity Podcast

Our predictions for 2026: On your mark, get set, go!

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  • Corn wet milling
    • Investments made will impact availability of liquid sweeteners
    • Sugar
      • World sugar stays under 17 cents per lb
      • Brazil: Another monster crop
      • STU goes up: 18% by summer
      • More forfeitures during the summer months
      • Wheat
        • U.S. acreage at an all-time low
        • Global production output to be more like last year’s than this year’s output (800 MMT vs. 837 MMT)
        • Soy complex & edible oils
          • Resurgence in biofuel production
          • Conventional canola oil is the least expensive option for a good chunk of 2026
          • Impact of weight management drugs continues
          • Anti-seed oil trend to pick up traction
          • Economy & energy
            • Three rate cuts during 2026: 2.75% to 3.00%
            • CPI: 2.6% for 2026
            • Inflation likely to tick up by year's end
            • Crude oil: $55 to $56 a barrel
            • 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, Vice President
              Expert: Nicole Thomas, Vice President – Information Services
              Expert: Shawn Bingham, Director of Commodity Risk Management

              ...more
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              McKeany-Flavell Hot Commodity PodcastBy McKeany-Flavell
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