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.
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Episodes
Top 5 commodity price increases vs. 20 years ago
September 08, 2023 20:35 - 23 minutes - 22.5 MBCommodity prices across the board are well above their long-term median prices Energy, weather and geo-political events have pushed most into the top quartile of their historical ranges The top 5 as ranked today versus the last 20-years are mostly driven by input costs as well as demand for biofuel Food inflation may change consumer habits but there are few cost avoidance alternatives Upcoming webinar: Inflation and the Economy with Shawn Bingham Wednesday, Sep. 13, 2023, 11am PT / 2pm...
Checking in on the U.S. sugar market
September 01, 2023 17:08 - 11 minutes - 16.5 MBFlorida and Louisiana cane crops are spared from Hurricane Idalia Beet sugar harvest is ready to get started Sugar deliveries flat YOY for first 9 months of 2022/23 crop Bulk sugar deliveries are down 4% Liquid sugar deliveries are up 3% Upcoming webinar: Inflation and the Economy with Shawn Bingham Wednesday, Sep. 13, 2023, 11am PT / 2pm ET Register by clicking here! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
It’s crop tour time!
August 25, 2023 19:33 - 17 minutes - 24.7 MBThe Pro Farmer crop tour and why it's important A boots-on-the-ground look at crops in over seven states What exactly the group measures Findings for corn and soybeans Takeaways from the 2023 crop tour: Main word: Variability Record potential in Ohio? Struggles for Minnesota? Any shockers? Corn market reaction and what lies ahead for yield expectations Upcoming webinar on inflation and the economy Mark your calendars: Wednesday, Sep. 13, 2023, 11am PT / 2pm ET Invites out soon! ...
Natural gas prices are on the move!
August 18, 2023 19:18 - 14 minutes - 19.3 MBA look at fundamental conditions this year compared with last year Update on U.S. active rig counts and storage trends across the country What are OPEC and the world's large natural gas exporters up to? Lastly, how is weather impacting this market? Mark your calendars! Upcoming webinar on inflation and the economy Wednesday, Sep. 13, 2023, 11 am PT / 2 pm ET Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant
A rather chill WASDE for a hot August!
August 11, 2023 21:33 - 33 minutes - 45.5 MBCorn Exports down: Still a little high? Domestic stocks maintain more than 2.0 billion for 2023/24 Soy complex Soybean yield lowered to 50.9 bushels per acre Globally, not many changes to production: Argentina still not reduced! Food consumption for soybean oil continues to be strong Wheat Little pullback in yield and acreage Exports lowered Many changes ahead for global production India wheat production stays the same: Why? China, EU, and Canada reduced: Makes sense Ukraine cr...
ASA International Sweetener Symposium 2023 recap
August 11, 2023 15:25 - 16 minutes - 22.8 MBThe American Sugar Alliance Who they are and what they do Key topics discussed at the symposium: The Farm Bill is up for renewal: Will we get a new Farm Bill? Update on beet and cane crops Sugar reduction at the federal level Sustainability investments: What’s its economic worth? Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
Ground-level view of Ukraine & European oilseed markets
August 04, 2023 17:54 - 20 minutes - 28.4 MBWhat’s the current scenario in Ukraine? Updates from VFI office in Kiev Resilience of farmers and processors Crops getting delivered despite war damage and financing challenges How is it affecting oil availability? Oilseed crops in Europe looking mostly good Recent weather helping sunflower and soybeans Canola better than expected Rapeseed variable but good overall Anticipated price direction for specialty oils Host: Nicole Thomas, Vice President – Information Services Guest: K...
War & weather: Grains & edible oils update
July 28, 2023 19:56 - 17 minutes - 24.6 MBUkrainian ports on the Danube River attacked by Russia Wheat Concerns rise in the wheat market Wheat goes limit-up Monday Corn Some supportive impact on futures Corn buyers have one thing going for them: Brazil’s safrina crop now in harvest Sunflower oil Folks looking for alternatives Glut of inventory in Europe Host: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Commodity Specialist
Perspectives from candy maker Derek Glade of Taffy Town
July 21, 2023 19:53 - 23 minutes - 32.7 MBTaffy Town, a multi-generational, family-owned candy manufacturer Maintains 80 flavors of taffy every year! Most current: honey lavender (yum!) Look for bold, new mash-ups next year Past and present challenges Labor more of a challenge 18 months ago Fuel spikes down from last year A looming UPS strike, expected on Aug. 1 Latest innovation for Taffy Town Derek discusses the benefits of attending industry conferences and trade shows Sweets & Snacks Expo Record attendance for 2023 e...
Analyzing this week’s deluge of data
July 14, 2023 19:59 - 21 minutes - 29.6 MBFête de la Fédération? Happy Bastille Day! BIG data dump this week included WASDE, CPI, PPI, and EIA STEO Multiple moving parts this week Soy complex moving one way and corn the other Crude oil rallying CPI/Inflation lower, sending the dollar into a tailspin Machine trading adding steam to the extreme volatility situation Tracking value requires prepared analysis tools designed to quantify multiple variables Contact us to receive Shawn's Daily Technical Outlook report Don’t forget ...
Unpacking a jam-packed July WASDE report!
July 12, 2023 21:50 - 34 minutes - 47.7 MBSugar Beet and cane numbers are down Due to early harvest adjustments? Big changes in imports: Up, up, up! What’s Kevin got to say about the 2023/24 beet crop and the number we could hit? Wheat Some yield appreciation Boost to harvest acres: Big surprise! Production and demand see nice uptick EU wheat production down: Could other countries follow suit? Corn Got what was anticipated, for the most part Reduction in yield and ending stocks Ethanol and export demand lowered, while ...
Corn & soybeans: The return of volatility!
July 07, 2023 18:24 - 19 minutes - 26.5 MBUSDA acreage report whipsaws speculators in corn, who were forced flat by dry weather in June Corn selloff accelerated by seasonal bias, new speculator shorting, and producer selling Risk premium still present in most commodity prices Additional supply suggests corn still has room lower Volatility already increased from weather Risk likely to linger on further Save the date for our next webinar! Wheat Market Update webinar with Eric Thornton Wednesday, July 19, 11 am PT / 2 pm ET R...
Some drama in the acreage & stocks reports today
June 30, 2023 20:34 - 27 minutes - 37.8 MBCorn and soy complex Corn wins big with 2 million more acres in prospective plantings Holy soybeans, Batman! 4 million acre loss in prospective plantings Sugar Beet acreage down from 2022, but up 17,700 acres vs. March intentions Cane acreage down 7,800 acres, or 0.8% vs. last year Wheat Wheat acreage comes out lower at 49.6 million Stocks of wheat surprisingly low, despite weak demand Mark your calendar for our next webinar! Wheat Market Update webinar with Eric Thornton Wednesd...
Corn & wheat: Weather concerns & preview of June’s acreage & stocks reports
June 23, 2023 18:28 - 15 minutes - 21.6 MBConcerning crop conditions and weather outlooks Not time to panic, but corn yield will fall short of USDA target (181.5 bushels per acre) Spring wheat crop should improve: Off to a good start! Upside potential for corn/soybean acreage Stocks for wheat should rise above 600 million bushels for 2022/23 Don’t forget to register for our upcoming webinar! Summer Market Outlook webinar Next Tuesday, June 27, 11 am PT / 2 pm ET Go to mckeany-flavell.com to register Host: Michael Caughlan,...
Walking the tightrope: The Federal Reserve & its hawkish pause
June 16, 2023 20:37 - 15 minutes - 21.7 MBThree central committees met last week to make decisions on interest rates and where the economy is going The Federal Reserve “Hawkish pause” on raising interest rates, but future hikes may be needed Problem areas to watch: Jobless rate Housing prices: Starting to abate? New and used car prices Japanese Central Bank left rates unchanged European Central Bank Raised rates by a quarter-point Plans for further hikes over the next few years Big question: How is this all affecting the...
June WASDE: A few surprises from USDA
June 09, 2023 21:48 - 20 minutes - 27.8 MBCorn and soy complex Mostly unchanged for new crop Export demand still lower for old crop Wheat Spring wheat off to a good start! USDA surprises with sizeable increase to global wheat production Sugar Slightly more bullish outlook for old and new crops 2022/23 stocks-to-use down to 13.1% on lower imports from Mexico Will Mexico come up short, or will they have that sugar available? Should be an interesting July WASDE! 2023/24 cane production lowered 87,000 STRV, with Texas down 56...
Energy: Oil & gas prices & their impact on corn prices
June 02, 2023 17:18 - 16 minutes - 22.3 MBSummer driving has arrived, along with hot dry weather in the Midwest Total petroleum stock situation Refined products EIA in Short-Term Energy Outlook (STEO) What new higher stocks-to-use ratio for corn suggests Crude oil and gasoline prices relative to last year Continued Ukraine uncertainty Ethanol and renewable diesel demand Don’t forget to register for our upcoming webinar! Risk Management webinar with Shawn Bingham Wednesday, June 14, 11 am PT / 2 pm ET Check your inbox fo...
Weather update
May 26, 2023 18:46 - 13 minutes - 18.3 MBEl Niño looms… What is it? What impacts can we expect? And when? Near-term weather outlook is dry Markets reacting Our Virtual 2023 Spring Market Seminar is available for digital viewing! Seminar recorded live on April 26, 2023 Learn more and order access at mckeany-flavell.com Available to clients for $475 and non-clients for $675 Attendees may access at no extra charge Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist
Edible oils: Nicole’s hanging up the sickle!
May 19, 2023 19:37 - 24 minutes - 34.4 MBEnough good, bearish news to go around! Oh, but wait…pesky palm oil? Can you guess? Soybean STU and energy price assumptions for soybean oil trading ranges Our Virtual 2023 Spring Market Seminar is available for digital viewing! Seminar recorded live on April 26, 2023 Learn more and order access at mckeany-flavell.com Available to clients for $475 and non-clients for $675 Attendees may access at no extra charge Host/Expert: Shawn Bingham, Director of Risk Management Expert: Nicole ...
May WASDE: Get your 2023/24 crop estimates here!
May 12, 2023 21:41 - 39 minutes - 53.8 MBSugar Beet production initiated at 4.961 million STRV Cane production estimated at 4.264 million STRV USDA raises 2022/23 food use deliveries 75,000 STRV Wheat USDA pessimistic on U.S. wheat production Stocks decline further for 2023/24 to 556 million bushels Global production and stocks surprisingly bearish Corn and soy complex Bearish, bearish, bearish! Stocks improvement for corn and soybeans has been a long time coming! Maybe more growth to come for U.S. soybean oil stocks (th...
Corn & sugar planting progress with IQ Award-Winner Craig Ruffolo
May 05, 2023 19:48 - 13 minutes - 18.6 MBCorn wet milling takes the 2023 Spring Market Seminar award for Unforeseen Demand The horse is in the gate (Cautiously Optimistic) Corn plantings outlook Will corn stocks build or retreat? New era for managing coproducts Sugar marketplace is set for 2024 Beet progress looking good Prices still elevated with a tight balance sheet Register today for access to our Virtual 2023 Spring Market Seminar! Seminar recorded live on April 26, 2023 Available for digital download May 8, 2023 V...
Recap of our Spring Market Seminar 2023: Action, Drama, & the Thrill of Commodities
April 28, 2023 20:18 - 15 minutes - 20.9 MBAnother Spring Market Seminar in the books! Great time! Lived up to the theme! Awards given: Supply disruption: Edible oils Unforeseen demand: Corn wet milling Crop production issue: Wheat Non-USDA commercial market: Cocoa Market price change: Sugar Special recognition: Energy A special thanks to our guest speaker Amanda Prochaska of Wonder Services Digital version available next week for registered attendees Didn't attend but interested in purchasing the seminar on video? Conta...
Let’s talk dairy
April 21, 2023 20:06 - 14 minutes - 19.6 MBADPI (American Dairy Products Institute) annual conference kicks off this weekend Milk production report out last week Milk production up from last year February numbers revised higher Herd has increased Jeff does the math! Bigger herd + higher yield = more milk! Awaiting the cold storage report next week Stayed tuned: What will butter do?!? Look for your invite coming soon for our next webinar Dairy market outlook webinar – May 17 Seats still available for our 2023 Spring Market...
Sugar market update
April 14, 2023 18:20 - 17 minutes - 24.2 MB#11 market trading near $0.24 per lb on speculative trading influence What’s supporting higher prices? Lower production in India A weak U.S. dollar Higher crude oil prices #16 domestic raw sugar following along for the ride as high-tier imports prevail 2023 Spring Market Seminar registration is almost here! April 26, 2023 in Oak Brook, IL Visit mckeany-flavell.com to register! Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist...
A humdrum April WASDE
April 11, 2023 20:59 - 15 minutes - 21.8 MBSugar No changes to demand Stocks-to-use ratio up to a healthy 14.9% Although prices don't reflect that Supplies increased on added high-tier imports USDA reversed course on Mexico Wheat Reduction in ending stocks Small change to the U.S. balance sheet Soy complex All about Argentina! Drought and lower production Brazil offsets lower numbers to a degree More active Chinese importing from Brazil Corn Slight reduction in global ending stocks U.S. shows reduction in imports, n...
Short Friday, long list of report data
April 07, 2023 21:07 - 17 minutes - 24.5 MBEconomy Employment data comes in mostly as expected, but still the softest jobs growth in over two years The unemployment rate dips to 3.5%, holding at multi-year lows Wage growth slowed considerably to 4.2%, from 4.6% in February Barring significantly higher inflation data next week, this could give the Fed reason to pause in May Crops and commodities Loads of reports to digest next week! First crop progress report of 2023 Winter wheat conditions remain abysmal Are we headed for a...
Get the lowdown (and up) on the Prospective Plantings & Grain Stocks reports!
March 31, 2023 20:24 - 22 minutes - 30.4 MBCorn & soy complex Corn acreage above expectations, no additional help for soybeans Corn stocks slightly below analysts’ forecast but bigger story is on-farm holdings Soybean stocks may indicate improvement to come for 2022/23 balance sheet Wheat Wheat acreage up 4.2 million acres Stocks for wheat down 8% Sugar Sugar beet acreage down 4% YOY 2023 Spring Market Seminar registration is open Seats are going fast! April 26, 2023 in Oak Brook, IL Visit mckeany-flavell.com to registe...
Talking macadamia nuts with Guillaume Maillard
March 24, 2023 20:57 - 17 minutes - 23.7 MBLearn about Pamoja Farms and Ten Senses Farmers, producers of macadamia nuts Focused on sustainability Smarter growing practices and methodology Where are macadamia nuts grown and harvested? Current state of the macadamia nut market Three factors influencing the market today What does the future hold for macadamia nuts? McKeany-Flavell's 2023 Spring Market Seminar registration is open! April 26, 2023 in Oak Brook, IL In-person or virtual Visit mckeany-flavell.com to register! Ho...
Aloha from the Western Candy Conference 2023!
March 17, 2023 17:02 - 13 minutes - 18.8 MBLive from Hawaii! Close community of candy manufacturers and their suppliers Highlights from the conference: Hawaii Governor Josh Green Ed Shultz, President & CEO of Hawaiian Host Group (HGG) Panels on manufacturing and labor challenges Kevin Combs talked sugar negotiations! Mark Rush, President of YSA Ingredients on the fruit and nutmeats markets Joevic Fabregas of SF Bay Commodities on edible oils and current challenges Mike’s special guest on the podcast! Economist Byron Gangne...
Live from the Natural Products Expo West 2023!
March 10, 2023 21:09 - 6 minutes - 9.37 MBIn general, lower attendance this year What’s trending What’s not trending Some of Mike’s favorites Awards going to: What/Why Most Likely Not to Try It Maybe Gonna Try It 2023 Spring Market Seminar registration is open! April 26, 2023 in Oak Brook, IL Visit mckeany-flavell.com to register! Host & expert: Michael Caughlan, President & CEO
March WASDE: The hump day edition
March 08, 2023 21:48 - 27 minutes - 37.4 MBWheat No U.S. changes for wheat, but global stocks tighten Kazakhstan makes an appearance on the podcast! Corn & soy complex U.S. corn ending stocks get a boost… as well as global stocks? USDA lowers Argentinian production in line with trade projections Sugar USDA resets stocks-to-use to 13.5% Beet production increased 60,000 STRV Mexico imports lowered 171,000 STRV Upcoming webinar: Spring Market Outlook Wednesday, March 29, 2023 Register here 2023 Spring Market Seminar regi...
Rice & ancient grains with Matt Cox of Western Foods
March 03, 2023 16:16 - 15 minutes - 21.9 MBWestern Food Introduction New facility in Pine Bluff, Arkansas Rice, ancient grain, and alternative flour producer Rice market overview Tight supply: record high prices Huge acreage reduction in 2022 in California Demand has held strong for rice and rice flour Ancient grains Quinoa growth has plateaued Chickpea and lentils seeing significant growth 2023 Spring Market Seminar registration is open! April 26, 2023 in Oak Brook, IL Attend in person or virtually Visit mckeany-flavel...
Live from the International Sweetener Colloquium 2023!
March 01, 2023 16:36 - 10 minutes - 14.7 MBDidn’t attend? Here’s the discussions you missed: Transportation Sugar reduction Sustainability Sugar policy Economy Bookings and negotiations for 2024 Timing is everything! More negotiations taking place now than in past years Biggest driver of price for next crop World market is stronger, lifting prices To sum up: Great networking opportunities Record attendance Broader spectrum of users See you next year in Miami! Speaking of great networking opportunities! McKeany-Flave...
Dairy update: Milk, butter, & cows
February 24, 2023 18:55 - 12 minutes - 17.3 MBSix more weeks of winter or an early springtime flush Did the heifer see her shadow? How is the dairy herd starting 2023? Milk yield in Jan 2023 vs. 2022 Total milk output International prices for dairy products 2023 Spring Market Seminar registration is open! April 26, 2023 in Oak Brook, IL Attend in person or virtually Visit mckeany-flavell.com to register! Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant
No derailment of the inflation station train in January
February 17, 2023 19:56 - 12 minutes - 17.8 MBJobs grow by 517,000 Double the normal expectations Consumer prices up 6.4% ahead of expectations Retail sales jump 3% More than double the estimate Producer prices revised higher for December and beating expectations in January at 6.0% Overnight Fed funds rate at year-end jumps from 4.40 to 5.08% on talk FOMC might return to 50bp hikes 2023 Spring Market Seminar registration is now open! April 26, 2023 in Oak Brook, IL Attend in person or virtually Visit mckeany-flavell.com to re...
Cocoa current events, grind, & more!
February 10, 2023 21:36 - 20 minutes - 28.2 MBMain season starting to wind down Weather and market expectations for mid-crop Q4 grinds weaker than expected That helps offset trimmed production forecasts Deficit or surplus year? What buyers are doing Origins continue to sign agreements Look for increasing domestic bean processing Jeff’s take on the cocoa futures market 2023 Spring Market Seminar registration is now open! April 26, 2023 in Oak Brook, IL Attend in person or virtually Visit mckeany-flavell.com to register! Hos...
February WASDE & donuts for everybody!
February 08, 2023 22:03 - 17 minutes - 24.7 MBCorn & soy complex Corn and soybean balance sheets reflect status quo Soybean ending stocks improve Brazil soybean crop phenomenal! Edible oils Soybean oil: Reduction in crush Vegetable oil up YOY Wheat U.S. wheat balance sheet rises “an entire” 1 million bushel: Hardly any changes USDA finally raised Russian wheat crop production, but was it enough? Sugar Beet production raised 52,000 STRV to 5.1 million STRV Louisiana cane production lowered 83,000 STRV on December freeze dama...
Edible oils: Shifting rooms (but this isn’t a funhouse!)
February 03, 2023 22:46 - 19 minutes - 26.6 MBWas Dr. Strange a market forecaster? Factors creating soft floors and ceilings for corn and soy (and soybean oil) Extended: Edible oils timing and coverage in uncertain markets 2023 Spring Market Seminar registration is now open! April 26, 2023 in Oak Brook, IL Visit mckeany-flavell.com to register! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
Your MKF Weather Center Update!
January 27, 2023 15:56 - 12 minutes - 17.6 MBSome insights on La Niña and what could be ahead weatherwise for 2023 What regions and crops may benefit or see challenges? Is a return to El Niño in the works? 2023 Spring Market Seminar registration is now open! April 26, 2023 in Oak Brook, IL Visit mckeany-flavell.com to register! Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist
Q1 comin’ in hot: Is this the new normal?
January 20, 2023 20:18 - 22 minutes - 31 MB2023 hits the ground running for commodities with early concerns about: Supply chain Global economies Consumer demand and inflation Seasonal influences in grain markets are often more about probability than magnitude Sugar demand or no sugar demand? That is the question! Tracking consumers and the influence of inflation Register here for next week’s Risk Management webinar! Wednesday, January 25 11:00 AM Pacific | 2:00 PM Eastern 2023 Spring Market Seminar registration is now ope...
WASDE New Year! (& Grain Stocks, too!)
January 12, 2023 22:51 - 32 minutes - 44.5 MBCorn U.S. production reduced Soy complex U.S. production reduced Wheat Wheat stocks-to-use tightens further amidst a myriad of changes Whoa! How many winter wheat acres?!? Sugar Surprising production, STU increase for domestic sugar Register now for our Risk Management webinar! Wednesday, January 25 11:00 AM Pacific | 2:00 PM Eastern Host/Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Commodity Specialist
Stay warm with this toasty, cozy sugar update
January 06, 2023 19:49 - 14 minutes - 19.4 MBFreeze in December to lower Louisiana cane production Early Mexico cane yields lower than last year Will beet production exceed USDA forecast? Register here for our Risk Management webinar! Wednesday, January 25 11:00 AM Pacific | 2:00 PM Eastern Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Energy year-end review
December 30, 2022 18:00 - 21 minutes - 30.2 MBNatural gas A busy year for natural gas! Final activation halted on Russian Nord Stream 2 pipeline Russian exports of gas on Nord Stream 1 pipeline a no-go Explosion at Freeport, TX LNG facility EIA inventories continue to lag both 2021 levels and five-year average What to watch for in 2023: Winter weather and drawdown in inventory Ukraine, China's re-opening, and potential recession Crude oil Average price of crude oil 39% above 2021 Record-high gasoline and diesel prices last J...
Holiday fun with Shawn & Nicole!
December 23, 2022 18:50 - 20 minutes - 28.5 MBSpecial holiday message from President & CEO Michael Caughlan Reindeer games and holiday movie trivia! Sit back with a warm cup of cocoa and enjoy Happy Holidays to all! Host: Shawn Bingham, Director of Risk Management Expert: Nicole Thomas, Vice President – Information Services
Loading sequence for 2023! How 2022 shaped the outlook for the new year
December 16, 2022 22:11 - 20 minutes - 27.9 MBDairy Herd size fluctuations Price volatility looks to calm Economy & energy Stock market will look better than 2022 No big drops to energy due to plentiful reserves Sugar Weather concerns for the #11 crop Expect great #16 crops from Louisiana and Florida Beet crops will be planted on time! Corn Acreage will compete once again with soybeans Prices releasing by Q4? Wheat Increase in production for U.S. Decrease on the global front Edible oils Optimism once we get through Q1 ...
December WASDE: Not a creature was stirring…
December 09, 2022 20:05 - 16 minutes - 38.4 MBWheat Minimal changes for wheat Argentina’s wheat crop now 45 percent below last year Corn & soy complex Minimal changes for both Sugar Beet sugar production lowered 67,000 STRV Cane production increased 20,000 STRV Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Baking season is upon us!
December 02, 2022 18:34 - 9 minutes - 22 MBCongress to intervene and keep railroads operating Beet crop concerns lead to tight S&D and higher prices Plenty of raw sugar, but limitations on refining capabilities Plantings for 2023/24: Will farmers plant fewer sugar beets? Don’t miss Craig speaking at the 2022 Sosland Publishing Winter Webinar! Next Wednesday, Dec. 7 Register here! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
Thanksgiving fun with markets & movies!
November 23, 2022 20:18 - 15 minutes - 35.7 MBNicole splices your favorite commodity markets with her favorite movies by the "Master of Suspense," Alfred Hitchcock. Play your role and guess which market goes with which movie as she takes you on a thrilling journey. Happy Thanksgiving! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
Inflation Station: The interest rate express train rolls on
November 18, 2022 20:07 - 14 minutes - 32.2 MBThe Fed’s Bullard suggests rates may have to rise to as much as 7% to sufficiently cool inflation CPI and PPI recently surprised a bit lower but remain well above the Fed’s comfort zone The Treasury curve reacted to the news by inverting further, which increases the likelihood of a deeper, longer recession than the short version we just came out of The silver lining (or cotton candy in this case) should be lower crude and crude refined product values that should lend a headwind to corn a...
A thankfully quiet November WASDE
November 09, 2022 21:33 - 27 minutes - 63.4 MBCorn & soy complex Modest increases to corn, soybean ending stocks USDA still firming soybean oil consumption for 2021/22 Wheat U.S./global wheat stocks see minimal adjustments Sugar Beet production lowered a net 33,000 STRV Cane production lowered a net 17,000 STRV Imports from Mexico lowered 194,000 STRV Register now for our Fall Market Outlook webinar! Wednesday, November 16 Register here! Host/Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs,...