McKeany-Flavell Hot Commodity Podcast
384 episodes - English - Latest episode: 2 days ago - ★★★★★ - 8 ratingsEmpowering clients with commercial intelligence, supply chain expertise,
and risk management solutions.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
July WASDE: Hitting it out of the park!
July 12, 2024 20:50 - 28 minutes - 38.9 MBSugar 2023/24 ending stocks increased Beet sugar increased for both old and new crop Wheat USDA blew away expectations with big increases to wheat production Wheat ending stocks now largest since 2019/20 Global stocks rise, but not likely to hold Corn Feed category providing its usual late-season surprise for corn Soy complex Global soybean balance sheet suggests bearishness for the foreseeable future Don’t forget to register for our next webinar! Wheat Market Update on July 31...
Food inflation & a bag of groceries
July 05, 2024 14:28 - 15 minutes - 21.9 MBHow have consumers been handling food inflation? What might food manufacturers do to respond? Is there a light at the end of the tunnel? Mark your calendar for our next webinar! Wheat Market Update Wednesday, July 31 Registration opens July 17, watch your email or visit mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
Let's unpack the June USDA Acreage & Grain Stocks reports
June 28, 2024 21:57 - 17 minutes - 23.9 MBCorn steals the show with an increase in acres! What’s the number? Higher corn acreage pencils stocks-to-use in at over 15% Did corn producers take advantage of the June seasonal rally? March to June stocks change suggests they did not Farmers still have full grain bins What does that mean for any price rallies? Soybean acres take a hit How does that leave the balance sheet looking? McKeany accurately hits the wheat stocks estimate! Mark your calendar for our next webinar! Wheat ...
Rousing activity in wheat! What’s the latest?
June 21, 2024 18:17 - 12 minutes - 17.9 MBUpdate on the U.S. winter wheat harvest and spring wheat conditions Russia’s crop bigger than expected? U.S. exports are strong Up 25% YOY Don’t forget to register for our next webinar! Summer Market Outlook on June 26, 2024 Look for your email invite or register directly at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist
Grab your passport & go ‘round the world (sugar)
June 14, 2024 19:21 - 12 minutes - 17.6 MBWill Brazilian sugar share surpass 50% this year? Is world market becoming too reliant on Brazil? Upcoming monsoonal rainfall key to production in India and Thailand Our next webinar is coming up! Summer Market Outlook on June 26, 2024 Look for your email invite or register directly at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
A Wednesday WASDE
June 12, 2024 21:09 - 21 minutes - 29.1 MBJune WASDE is the “appetizer before the entrée” No major changes All eyes on the Jun. 28 Acreage report Wheat U.S. wheat exports on the rise as Black Sea output falls Corn / Soy Complex No changes to U.S. corn Small true-ups in soy complex Sugar Current crop beet sugar production lowered High-tier imports increased for current and new crop Mexico ending stocks up: Bearish! Don’t forget to register for our next webinar! Summer Market Outlook on June 26, 2024 Look for your emai...
This is bull…ish!
June 07, 2024 19:01 - 24 minutes - 33.7 MBWeather’s been good, but you never know! Biofuel production to grow in 2024/25 No exports? Not just yet… Don’t forget to register for our next webinar! Summer Market Outlook on June 26, 2024 Look for your email invite or register directly at mckeany-flavell.com Host/Expert: Eric Thornton, Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services
Mexico sugar: It’s gonna be a wild ride!
May 31, 2024 18:57 - 14 minutes - 20.6 MBWill Mexico imports reach 650,000 MT? June is the start of the rainy season, but will we get any rain this summer? The 2024/25 production forecast How does this affect HFCS heading to Mexico? Our next webinar: Summer Market Outlook on June 26, 2024 Look for your email invite or register directly at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Cocoa market volatility continues
May 24, 2024 14:52 - 17 minutes - 23.9 MBWeather has improved! What does that mean for the tail end of the mid-crop and pod setting for next year’s main crop? Cocoa bean arrivals continue to lag, but have they been under reported? Why have Coffee and Cocoa Council (CCC) suspended operations for 40 coops? Mark your calendar for our next webinar! Summer Market Outlook webinar Wednesday, June 26 First wave of invites going out June 12 Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant
Inflation station: Conflicted economic data for April
May 17, 2024 18:33 - 17 minutes - 23.6 MBPPI: inflation is too hot! CPI: is inflation cooling too fast? Jobs growth slowed markedly What’s unemployment doing? What to expect for future inflation after bottoming in December Market's rate cut expectations holding steady this week, but is this counter to the Fed’s own statements? Next webinar is on Wednesday! Dairy Market Update on Wednesday, May 22, 2024 Check your email for your invite or register at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Shawn...
Live from the Sweets & Snacks Expo 2024!
May 15, 2024 19:02 - 4 minutes - 6.85 MBWell attended event put on by the National Confectioners Association Lots of sour going on! Freeze-dried candy: What was Mike’s favorite? Talk from all of the chocolate companies Switching from chocolate to compound? Using less amount on the product? And the winner of this year’s Candy Industry Kettle Award goes to… Our next webinar: Dairy Market Update on May 22, 2024 Check your email for your invite or register at mckeany-flavell.com Host/Expert: Michael Caughlan, President & C...
WASDE: Welcome 2024/25 to the party!
May 10, 2024 20:56 - 33 minutes - 46.1 MBWheat New crop 2024/25 U.S. wheat largely as expected Global stocks remain at a deficit Will it struggle to hit USDA’s estimate? Corn Global balance sheet seemingly growing more portentous? Baby steps! Soy complex U.S. soybean, soybean oil picture for 2024/25 suggests loosening stocks scenario A quick note on soybean meal Sugar Not many supply-side changes expected for production New crop 2024/25 showing good numbers Expecting healthy increases? No growth: What’s driving that?...
The world sugar market
May 03, 2024 18:12 - 11 minutes - 15.1 MBHow does the world sugar market affect the U.S. market? We’re at the lower range: Where do we go from here? Brazil sugar Expected record crop, but has that been walked back? India and Thailand sugar Will we see any more downside with the monsoon season coming soon? Our next webinar: Dairy Market Update on May 22, 2024 Check your email or register at mckeany-flavell.com beginning May 8 McKeany-Flavell’s Spring Market Seminar videos available soon! Registered attendees will have unl...
Early days of planting progress: East vs. west
April 26, 2024 19:11 - 15 minutes - 21.3 MBCorn plantings and the five-year average What states are leading in soybean plantings? Where sugar beet plantings stand in the Red River Valley Our next webinar: Dairy Market Update on May 22, 2024 Check your email or register at mckeany-flavell.com beginning May 8 McKeany-Flavell’s Spring Market Seminar videos available soon! Registered attendees will have unlimited access Didn't attend but interested in purchasing the seminar on video? Contact us and we’ll set you up! Host: Micha...
Wheat, weather, & crop conditions
April 19, 2024 19:30 - 15 minutes - 20.7 MBA status check on winter wheat conditions and the latest weather Are concerns brewing? Prices largely still stuck in a sideways trading range Global wheat production estimates are trending slightly lower That’s a wrap! McKeany-Flavell’s 2024 Spring Market Seminar is done! A special thanks to our wonderful guest speaker, Christian Moeller, Co-Founder, CEO & President of Lionheart Farms Digital versions available next week for registered attendees Didn't attend but interested in purcha...
Recap from our 2024 Spring Market Seminar!
April 17, 2024 22:11 - 10 minutes - 13.9 MBMovers and Shakers Technology. Sustainability. Opportunity. Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Commodity Specialist Expert: Jeffrey Rasinski, Consultant
April WASDE: Quiet confirmation
April 11, 2024 19:58 - 25 minutes - 35.6 MBCorn Global corn stocks under pressure: More to come? USDA vs. CONAB: Cage match! Soy complex Domestic soybean stocks keep growing And soybean oil too! What to watch for moving forward Wheat Wheat feed demand cut Good news for hard red spring wheat buyers! Sugar Beet sugar lowered on concern of warm temps in Midwest Mexico imports down: Production concerns? Sugar negotiations for 2024/25 progressing McKeany-Flavell’s Spring Market Seminar: Movers & Shakers Next Wednesday! Apr...
Solid jobs report for March
April 05, 2024 18:56 - 15 minutes - 21.2 MBHow many jobs were created last month? It’s a substantial number Unemployment edged down Average hourly earnings: Is it covering inflation? Fed cuts still likely McKeany-Flavell’s Spring Market Seminar: Movers & Shakers In less than two weeks! April 17, 2024 Register at mckeany-flavell.com Better hurry! Seats are filling up fast! Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Shawn Bingham, Director of Risk Management
Grain Stocks & Prospective Plantings reports
March 28, 2024 20:23 - 22 minutes - 30.5 MBCorn and soybeans Corn shocker! Soybean, not so much Wheat A surprise in acreage Which wheat class is at a six-year high? Sugar Acreage numbers are curiously down; find out why McKeany-Flavell’s Spring Market Seminar: Movers & Shakers April 17, 2024 Register at mckeany-flavell.com Hurry! Seats are filling up fast! Host: Shawn Bingham, Director of Risk Management Expert: Nicole Thomas, VP – Information Services
Coconuts with Christian Moeller of Lionheart Farms
March 26, 2024 17:02 - 22 minutes - 31.1 MBWho is Lionheart Farms and what do you do? The down-low on coconut sap: A unique ingredient! What makes coconut palm one of the most efficient crops? What can users of coconut products expect in 2024? Mark your calendars! Upcoming webinar: Spring Market Outlook Webinar Tomorrow! Wednesday, March 27, 2024 Register at mckeany-flavell.com McKeany-Flavell’s Spring Market Seminar coming April 17, 2024! Register at mckeany-flavell.com Seats are filling up fast! Host: Nicole Thomas, VP ...
McKeany-Flavell on the Tradeshow Road!
March 22, 2024 22:54 - 19 minutes - 26.9 MBNIOP (March 17-19, Las Palmas, CA) Attended by Nicole and Marilyn The National Institute of Oilseed Products Renewable diesel update Soybean oil: Food vs. fuel Western Candy Conference (March 20-24, Scottsdale, AZ) Attended by Mike and Kevin Lots going on with 3-D printing Commodities panel What’s the latest on sugar negotiations? Mark your calendars! McKeany-Flavell’s Spring Market Seminar coming April 17, 2024! Registration is now open at mckeany-flavell.com Our next webinar:...
Live from the Natural Products Expo West 2024!
March 15, 2024 22:53 - 11 minutes - 16.2 MBHot trends seen at this year’s expo Products that were MIA The hot, new innovative products coming to market soon Keep an eye out for your McKeany-Flavell rep next week: Nicole and Marilyn at NIOP (March 17-19, Las Palmas, CA) Mike and Kevin at Western Candy Conference (March 20-24, Scottsdale, AZ) Mark your calendars! McKeany-Flavell’s Spring Market Seminar coming April 17, 2024! Register at mckeany-flavell.com Our next webinar: Spring Market Outlook Webinar Wednesday, March 27 ...
March WASDE: In like the lamb, not the lion
March 08, 2024 21:31 - 19 minutes - 26.4 MBGrains markets: Quiet overall Corn Corn stocks left unchanged Global ending stocks reduced Soy complex No increase in ending stocks or demand categories Brazil soybean production down, differing from CONAB’s numbers Soybean oil ending stocks raised minimally Sugar Beet production lowered due to pile shrink Cane production increased, with a special shout-out to the Florida crop Mexico crop lowered Keep an eye out for your McKeany-Flavell rep over the next few weeks! Mike and Pet...
Update on eggs with Brian Moscogiuri of Eggs Unlimited
March 01, 2024 17:19 - 22 minutes - 31.1 MBIntroduction to Eggs Unlimited All about the other AI (avian influenza) and its impact on the egg industry Egg prices over the last ten years The lowdown on cage-free What to watch out for moving forward Are eggs really a superfood? Mark your calendars! Upcoming webinar: Spring Market Outlook Webinar Wednesday, March 27, 2024 Register at mckeany-flavell.com McKeany-Flavell’s Spring Market Seminar coming April 17, 2024! Register at mckeany-flavell.com Host: Michael Caughlan, Pres...
Recap of the International Sweetener Colloquium 2024
February 29, 2024 21:40 - 13 minutes - 18.4 MBBig difference between 2023 and 2024 Less pressure to book this year Lots more people attending! Seeing more small users What was a major talking point? High-tier imports Shout-out to the volatile cocoa market for making an appearance Mark your calendars! Upcoming webinar: Spring Market Outlook Webinar Wednesday, March 27 Register at mckeany-flavell.com McKeany-Flavell’s Spring Market Seminar coming April 17, 2024! Register now at mckeany-flavell.com Host: Michael Caughlan, Pre...
Get prepared for the 2024 International Sweetener Colloquium
February 23, 2024 19:39 - 16 minutes - 22.9 MB2025 sugar talk and negotiations are real Buyers should be prepared ahead of time Corn wet milling talk around net corn Demand weakness present in many markets, including sugar Don’t forget your sunscreen! McKeany-Flavell’s Spring Market Seminar is fast approaching! April 17, 2024 in Oakbrook, IL Theme: Movers & Shakers (Technology. Sustainability. Opportunity.) Register now at mckeany-flavell.com Host/Expert: Eric Thornton, Commodity Specialist Expert: Craig Ruffolo, Vice Presiden...
Wild rides on the cocoa-coaster!
February 16, 2024 20:36 - 18 minutes - 25.4 MBCPI numbers: The inflation fight is not over! Cocoa futures set a record high High cocoa butter prices: Sustainable? Chocolate companies: Update on layoffs What to expect moving into spring Chocolate demand? Look to the Q4 grind numbers Mark your calendars! McKeany-Flavell’s Spring Market Seminar coming April 17, 2024! Register now at mckeany-flavell.com Our next webinar: Economy, Inflation, & Interest Rate Expectations Webinar Wednesday, February 21 Register at mckeany-flavell.c...
A curious February WASDE
February 08, 2024 21:20 - 25 minutes - 35.4 MBCorn / soy complex Not much in the way of change for U.S. corn / soy complex balance sheets Can we get USDA and CONAB to chat ahead of time? Wheat Only a few changes for wheat Most notable: food demand cut 10 million bushels NOAA news more impactful: La Niña watch for H2 2024 Sugar Beet production lowered while cane is increased Mexican sugar imports Mark your calendars! McKeany-Flavell’s Spring Market Seminar coming April 17, 2024! Registration is now open at mckeany-flavell.co...
Macadamia nuts! Update from Guillaume Maillard of Ten Senses
February 02, 2024 16:22 - 10 minutes - 14.9 MBTen Senses and Pamoja Farms A Kenyan-based company focused on sustainability and traceability Specialize in macadamia nuts and coffee The macadamia nut market Learning from the challenges of 2023 2024: great opportunities ahead! Product changes Demand and volume going up Heading to the Natural Products Expo West? March 12-16, 2024 in Anaheim, CA Reach out! We’d love to meet with you Don’t forget: McKeany-Flavell's 2024 Spring Market Seminar April 17, 2024 in Oak Brook, IL In-pe...
Getting technical with the sugar markets
January 26, 2024 20:13 - 18 minutes - 24.9 MBWorld sugar surpasses 50% retracement off the lows this week Speculators done with long liquidations but have not been buyers yet on this rebound Historical correlation between #11’s & 16’s is a wild ride but currently above 90% #16 domestic raw futures up $0.04 vs. last year approaching negotiations Mark your calendars! McKeany-Flavell’s Spring Market Seminar coming April 17, 2024! Registration is now open at mckeany-flavell.com Our next webinar: Key Ingredients in 2024 Next Wednes...
Natural & organic sweeteners with Samantha Yap of PanaSource
January 19, 2024 15:17 - 21 minutes - 29.1 MBIntroduction of PanaSource Ingredients and alternative sweeteners Trends and growth categories for the sweetener industry The Stevia resurgence: What’s driving it? The latest on sucralose and allulose Challenges that may lay ahead in 2024 for natural sweeteners You can meet with Samantha and the McKeany-Flavell team at the 2024 International Sweetener Colloquium! February 25-28 in Aventura, Florida And mark your calendars for: McKeany-Flavell’s Spring Market Seminar coming April 17,...
Touchdowns & a few flags called for January WASDE & grain stocks report
January 12, 2024 22:27 - 24 minutes - 33.5 MBSugar Sugar production forecast at record 9.391 million STRV High-tier imports increased 110,000 SRV to 575,000 STRV Mexico production lowered 267,000 MT to 5.016 MMT Wheat Winter wheat seedings released: 34.4 million acres, down 6% Harvested area should improve YOY Little change for WASDE and ending stocks Corn USDA surprises with better U.S. corn yield Huge global stocks increase Soy complex Domestic soybean stocks edging higher Soybean oil balance sheet is precarious Mark y...
Inflation station reporting slowing trains
January 05, 2024 19:50 - 14 minutes - 19.8 MBDecember jobs growth surprises Beating estimates! U.S. economy job production numbers What may keep the Fed on hold a little longer Rate cuts are still a “when” not an “if” When will cuts most likely be seen? McKeany-Flavell’s Spring Market Seminar coming April 17, 2024! Registration opens Jan. 10 on mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Risk Management
Enter the Year of the Dragon! Our predictions for 2024
December 29, 2023 16:11 - 26 minutes - 35.8 MBDairy Herd will eventually stabilize and start to grow again We will begin 2024 with 50,000 fewer heifers than we did in 2023 Milk output will begin to grow again by spring flush Buyers should be defensive and buy into weakness to extend coverage Cocoa Fundamentals are only now starting to catch up to the price move we have already seen Lag in arrivals and projected deficit is growing as we near the mid-point of the main-crop More price increases by large branded companies are expec...
‘Twas the night before Christmas, McKeany-Flavell style!
December 22, 2023 16:00 - 8 minutes - 11.6 MBGrab your hot cocoa, sit back, and enjoy this year's McKeany-Flavell holiday poem. Happy Holidays! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
Innovations in the candy industry with AJ Khoury of Capol
December 15, 2023 18:47 - 11 minutes - 15.9 MBInnovations that are solving challenges in the candy industry The brilliance of gummy vitamins MCT oils: What are they? The shift in edible oils and respective availability Western Candy Conference: March 20-24, 2024 Come join us! Registration available at Western Candy Conference Reach out to AJ at [email protected] Host: Michael Caughlan, President & CEO Guest: AJ Khoury, Technical Dir. of Sales, Capol
December WASDE: Sugar, sugar, sugar
December 08, 2023 20:16 - 14 minutes - 20.6 MBCorn, soy complex, and wheat No major change to grains balance sheet Sugar Sugar imports increased Stocks-to-use at only 12.8%, below the target 13.5% High-tier imports raised massively Mark your calendars! Spring Market Seminar: April 17, 2024 Le Méridien Chicago - Oakbrook, IL Registration opens January 2024 Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Craig Ruffolo, Vice President – Commodity Specialist
Wheat plantings & sugar adjustments
December 01, 2023 19:22 - 18 minutes - 25.8 MBWheat Best winter wheat planting conditions since 2019 Optimism for better yields and production weighs on prices Sugar USDA adjusts raw sugar TRQ Mark your calendars! Spring Market Seminar: April 17, 2024 Le Méridien Chicago - Oakbrook, IL Registration opens January 2024 Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist
Thanksgiving Day advice from Nicole & Mike
November 22, 2023 16:13 - 17 minutes - 23.6 MBUnpacking the cost of a Thanksgiving Day meal Estimates vs. reality Nicole carves those numbers up! Fashion advice for the big day Football friends and foes Coping strategies for problem family members Wishing you a safe and happy Thanksgiving holiday! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
Energy Markets webinar highlights
November 17, 2023 18:32 - 16 minutes - 22.5 MBU.S. crude oil hits record monthly production Operational oil rigs are 25% fewer? U.S. per capita gasoline demand and consumption expectations The impact of fuel efficiency and EVs The effect renewable diesel and SAF will have on feedstock usage Become a subscriber to McKeany-Flavell's IQ Ingredient Intelligence platform! Schedule a demo today Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Risk Management
November WASDE with updates a long time coming
November 09, 2023 21:50 - 24 minutes - 33.8 MBWheat USDA finally gets on par with changes to Indian and Russian production U.S. balance ending stocks rise 14 million bushels Corn & soy complex USDA revises corn, soybean yield higher Tight stocks get tighter 2022/23 strong year for soybean oil in biofuel setting up lower stocks for 2023/24 Sugar Beet crop raised to record 5.363 million STRV USDA states they now recognize high-tier imports are important part of supply under current market conditions Next week's webinar: Energy ...
Quick hitters: What commodity buyers should be watching for in the near term
November 03, 2023 19:22 - 13 minutes - 18.5 MBWeather in the U.S. and South America will have a heavy influence on production expectations for grains Watch the #11 sugar market: Is it possible to see even higher prices? West Africa cocoa production will either confirm or debunk supply concerns currently in the news Quick picks on energy ahead of webinar Next webinar: Energy Markets Update with Shawn Bingham and Jeff Rasinski Wednesday, Nov. 15, 2023, 11am PT / 2pm ET Register now at mckeany-flavell.com Host: Michael Caughlan, Pr...
Sugar: An update on harvest & a look into the year ahead
October 27, 2023 16:29 - 12 minutes - 17.8 MBDraught in Mexico reducing cane prospects U.S. beet and cane harvest update Red River Valley and Florida look great Texas is suffering from drought What will the USDA do? Mark your calendars for our next webinar on the energy market Wednesday, Nov. 15, 2023, 11am PT / 2pm ET Be on the lookout for your invite coming soon! Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Cocoa & soybean oil: Spoooooky markets this Halloween season
October 20, 2023 19:10 - 22 minutes - 30.7 MBCocoa and chocolate Q3 cocoa grind deteriorates further North America suffers worst reported Q3 grind in past 15 years Soybean oil Soybean oil futures may “rise from the dead”? Strength in soybean oil consumption: providing a jump scare down the road! Host/Expert: Nicole Thomas, Vice President – Information Services Expert: Jeffrey Rasinski, Consultant
October WASDE: What’s the gossip?
October 12, 2023 21:23 - 20 minutes - 28.2 MBCorn and soy complex Lower yields expected and were delivered for both Wheat U.S. wheat production bucks trend of global reduction Sugar 2022/23 US sugar imports lowered 154,000 STRV 2023/24 production lowered 12,000 STRV as lower beet production mostly offset by higher cane production 2023/24 ending stocks lowered 157,000 STRV Next Wednesday! Join us for our Fall Market Outlook webinar Wednesday, Oct. 18, 2023, 11am PT / 2pm ET Register now at mckeany-flavell.com Host: Kevin Com...
Deciphering a volatile week of economic & energy news
October 06, 2023 18:34 - 19 minutes - 26.6 MBNon-farm jobs jump 336,000 in September, beating estimates by 166,000! July and August revised higher, an indicator for potential increased wage inflation Fed funds increased the chance of a Nov. 1 rate hike from 20 to 30% Triple whammy of bearish energy news this week Crude oil falls more than $7 per barrel Relief for soybean oil buyers, but the downside still remains mostly limited Don’t forget to register for our Fall Market Outlook webinar! Wednesday, October 18, 11 am PT / 2 pm ...
Nice surprises in today’s Grain Stocks report!
September 29, 2023 19:25 - 12 minutes - 17.6 MBCorn Carry-in lowered for 2023/24 A surprise reduction in production Soy complex Soybean stocks up from September WASDE projections Causing a ripple effect through the soy complex Soybean oil: Good opportunity for futures coverage? Wheat Big surprise for wheat! Yield increase well outweighs harvested acre decline Stocks as expected at 178 billion bushels Next webinar: Fall Market Outlook Mark your calendars: Wednesday, Oct. 18, 2023, 11am PT / 2pm ET Invites coming soon! Host:...
Wheat planting season is upon us!
September 22, 2023 19:45 - 14 minutes - 19.4 MBPlanting has begun for winter wheat and the 2024/25 crop year More acres anticipated for hard red winter wheat Why germination could be different this Fall Long-term outlook is promising Still risk and weather to work through Upcoming webinar: Fall Market Outlook! Mark your calendars: Wednesday, Oct. 18, 2023, 11am PT / 2pm ET Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist
The mysterious world of cocoa
September 15, 2023 21:51 - 14 minutes - 20.4 MBTwo weeks away from the new 2023/24 cocoa crop year Ghana has already opened its new season: Why? Farmgate prices have increased Competition is heating up between the different origin countries Save the date for our 2024 Spring Seminar! Wed., April 17, 2024 Oakbrook, IL More details to follow: Be on the lookout! Host: Eric Thornton, Commodity Specialist Expert: Jeffrey Rasinski, Consultant
September WASDE: Voilà, it’s magic!
September 12, 2023 22:01 - 28 minutes - 39.1 MBWheat No changes to the U.S. balance sheet Global production and stocks are down Ukraine production is up: Impressive given the war Corn USDA finds more acreage: Magic! Minor reduction to carry-in Look to the Grain Stocks report out end-of-month for a better idea on 2022/23 consumption Have we reached a soft floor for Dec-23 corn futures? Soybeans USDA finds more acreage here, too: More magic! Yield, production, and crush all lowered Predictions for total increased soybean meal ...