McKeany-Flavell Hot Commodity Podcast

Tariffs: What we know today

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  • Outlining risks and impacts in the short- and long-term for grains and softs
  • Import tariffs and agricultural products coming in…
    • Impact on some edible oil, corn-derivative, cocoa, and sugar markets
    • Retaliatory tariffs and agricultural products going out…
      • Impact on corn, wheat, soy complex, and meat exports
      • Wheat
        • Impacts net bearish long term, but regional basis could rise without Canadian wheat imports
        • Cocoa
          • Cocoa products from Canada subject to “pantry loading” ahead of tariffs—or users pushing out orders to avoid tariffs
          • Sugar
            • Mexican sugar imports at risk of tariffs—longer-term price implications
            • Bearish corn, soybeans, and soybean meal but very supportive for soybean oil
            • Smaller and niche edible oil markets most impacted by import tariffs
            • Our next webinar: Seasonal Market Outlook
              • Wednesday, March 26, 2025
              • Look for your invite next week, or sign up now on mckeany-flavell.com
              • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
                • Live online event! Free for all clients!
                • Wednesday, April 23, 2025
                • Visit mckeany-flavell.com to register today!

                  • Host/Expert: Nicole Thomas, Vice President – Information Services

                  Expert: Eric Thornton, Senior Commodity Advisor

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                  McKeany-Flavell Hot Commodity PodcastBy McKeany-Flavell
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