McKeany-Flavell Hot Commodity Podcast

Edible oils: The cure for low prices is low prices (& a COVID-19 cure)

May 22, 2020 17:55 - 12 minutes - 17.1 MB

Edible oils markets hampered by weak demand. To book, or not to book? That is the question. Current pricing for key oil markets. Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

Get your ethanol & coproducts update, & win a visor!

May 15, 2020 19:12 - 10 minutes - 15.1 MB

Lack of ethanol demand bullish to feed prices Wet mill operating rates limit co-product production Closure of slaughterhouses may force farmers to liquidate herds How many Grateful Dead concerts has Craig attended? Send us your best guess at [email protected]. Winner gets a McKeany-Flavell visor! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

WASDE day analysis of corn, soybeans, sugar, & Mike's ukulele talent

May 12, 2020 21:23 - 15 minutes - 21.1 MB

Corn Ending stocks for 2020/21 projected at 3.318 billion bushels Soybeans Soybean oil usage for biodiesel reduced again for 2019/20 Sugar 2019/20 imports down 149,000 tons on lower Mexican production Ending stocks lowered 161,000 tons 2019/20 stocks-to-use falls to 10.4% Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Sweeteners Specialist

A pre-WASDE look at corn & sugar

May 08, 2020 17:59 - 14 minutes - 19.8 MB

Is a title wave of corn upon us? 2020/21 corn stocks could hit near 4.0 billion bushels 2020/21 sugar supply rests in the hands of the beet sugar industry Happy Mother’s Day! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

Bulls vs. Bears: Blending sports & commodity markets (Because we know you miss sports!)

May 01, 2020 19:03 - 16 minutes - 22.9 MB

How can the bulls in the market dominate again? The bears are winning more games, but can they take the championship? Blame the refs! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

A sugar update: Welcome to the Zombie Apocalypse

April 24, 2020 20:04 - 17 minutes - 24 MB

Update on sugar beet plantings Mexican sugar update McKeany-Flavell asks the tough questions: Has the world sugar market been impacted by Zombies? Do you believe in Bigfoot? Email us your opinion at [email protected]! Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist

Movie quotes fun time, then on to sugar, dairy, livestock, & cocoa

April 17, 2020 19:46 - 14 minutes - 19.7 MB

Sugar Beet planting progress: normal to slightly ahead of five-year average Dairy U.S. approaching peak milk production during spring flush Farmers resorting to dumping of milk with processing facilities at full capacity Livestock Plant closures Cocoa Q1 grind release: numbers mostly on the weak side Cocoa bean arrivals start to fade and fall behind last year cumulative pace Craig’s movie quote Send us an email if you know it! Host: Michael Caughlan, President & CEO Expert: Crai...

Practical tips for working at home & a sugar TRQ deep dive

April 10, 2020 17:59 - 13 minutes - 19.1 MB

How to bring some normalcy during the shelter-in-place Sugar TRQ Does it bring real relief to the refined sugar market? Send us a picture of you in your mask, and receive a free 30-day trial on our IQ platform! Just email the picture to [email protected] Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

WASDE update: Corn, soybeans, sugar, & ...candy!

April 09, 2020 22:41 - 24 minutes - 33.4 MB

Corn Ethanol industry woes highlighted in today’s WASDE adjustments Soybeans Poor performing energy sector also impacting soy oil demand Sugar Supply and demand reflects April 1 TRQ import increases USDA still may have work to do Stocks-to-use now at 11.7 percent Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Sweeteners Specialist

Sugar update: TRQs & the Prospective Plantings report

April 03, 2020 19:46 - 10 minutes - 14.8 MB

Raw and refined TRQs announcement and impact Prospective Plantings report Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist

Hand sanitizer & OJ demand

March 27, 2020 19:46 - 16 minutes - 23 MB

Disruption in dogs' lives Hand sanitizer Is it the savior for ethanol industry? Are companies looking to utilize bio-based glycol over traditional? Does the current environment set up for early 2021 price negotiations for corn sweeteners? Orange juice The rush on groceries is creating a temporary spike in orange juice demand; will it sustain? Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

Navigating the commodity markets in a COVID-19 world

March 20, 2020 20:02 - 20 minutes - 28.4 MB

What’s the impact for: Commodity markets Supply chain Consumer demands Sugar What to expect from USDA after April 1 IQ Ingredient Intelligence Platform Remember our IQ platform has all the commodity information you want at your fingertips from anywhere 24/7. Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Sweeteners Specialist

How's corn holding up against COVID-19?

March 13, 2020 19:10 - 11 minutes - 15.8 MB

Corn Ongoing fears of COVID-19 Perceived effect on demand Fundamentals on the wayside Sneak-peek on planting intentions Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

WASDE update: Some wows with sugar, corn & soybeans not so much

March 10, 2020 22:20 - 12 minutes - 17.3 MB

Corn Balance sheet unchanged COVID-19 sidelining Phase One deal with China Soybeans Soybean oil shows offsetting changes in balance sheet Impact of crude oil prices Sugar Lowered beet production Significantly lowered Mexico production 7.2% stocks-to-use ratio Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist Expert: Nicole Thomas, Vice President – Information Services

A wrinkle in Mexico sugar

March 06, 2020 20:53 - 9 minutes - 13.6 MB

Mexican sugar production likely to fall to 5.38 MMT Will USDA increase imports from other sources? Will production rebound next year? Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist

Double feature: Sweetener Colloquium recap & coronavirus impact on commodities

February 28, 2020 19:34 - 14 minutes - 20.4 MB

Sweetener Colloquium recap Sugar supply & demand concerns Where are 2021 prices headed? Sugar Program management Will USDA increase imports? Mexico Potential sugar production and supply to U.S. Coronavirus and impact on agricultural commodities Supply fears Exports to and from China Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist

Live from the 2020 International Sweetener Colloquium!

February 26, 2020 17:30 - 5 minutes - 6.99 MB

Recorded Tuesday, February 25, 2020 Colloquium recap Sugar industry update Buyer/seller gap Tightness in Mexico sugar supply Sugar policy Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

The Amazing Raz with a cocoa & chocolate update

February 21, 2020 20:47 - 14 minutes - 19.4 MB

Cocoa futures increase 20 percent: Why? Production concerns? The future of the LID Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant

A short & sweet look at the sugar market

February 14, 2020 19:53 - 12 minutes - 16.8 MB

Forward look at the domestic raw sugar market What’s influencing the rise in the #11 market? Prediction for tightness Q3 2020 Register for our Spring Seminar! And Happy Valentine’s Day! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

Whoop-de-doo: WASDE update overshadowed by a fedora

February 11, 2020 21:56 - 20 minutes - 28 MB

Corn Yawn Although possible changes to acreage over the next few months Soybeans Drop in ending stocks Impact of the coronavirus Sugar Little change this month Going to the Sweetener Colloquium? Take a pic with Mike and get a discount to our Spring Seminar! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

What would the world look like without the Sugar Policy?

February 07, 2020 21:08 - 8 minutes - 12.1 MB

Sneak-peek at Craig’s upcoming Sweetener Colloquium presentation The world without the Sugar Policy Register now for our Spring Seminar! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

When commodity fundamental & technical indicators align, opportunity is created!

January 31, 2020 19:27 - 20 minutes - 28.1 MB

Systematic indicators suggest now is a good time to buy: soybean and soybean products possibly other markets? Just how much more length will specs take out of positions? Host: Nicole Thomas, Vice President – Information Services Expert: Shawn Bingham, Founder, ABSR Research, Chicago

Long-term market perspective: Three-year outlook on commodity market dynamics

January 24, 2020 20:29 - 21 minutes - 29.7 MB

Changing global dynamics to shape grain and oilseed markets. Biodiesel uncertainties add complexity to traditional edible oil supply and demand factors. Volatility for #11 contrasts with stability in normal year conditions for #16, domestic sugar markets. Host: Kevin Combs, Vice President – Sweeteners Specialist Expert: Nicole Thomas, Vice President – Information Services

A tale of three trade deals

January 17, 2020 19:23 - 14 minutes - 26.7 MB

Suspension Agreements reinstituted USMCA ratified U.S.-China Phase One agreement Minor impact on commodities Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

First WASDE, first podcast, & first company announcement of 2020!

January 10, 2020 21:39 - 14 minutes - 26.3 MB

Sugar Louisiana cane production revised lower, beet slightly higher Soybeans Lower harvested soy acreage = more supply? Corn Sharp increase to corn for feed supported by livestock inventories, meat exports And introducing Eric Thornton, our newly hired commodity specialist! Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist Expert: Nicole Thomas, Vice President – Information Services

Hot predictions for 2020: Sugar, edible oils, ethanol, dairy, & CBD

December 20, 2019 20:20 - 13 minutes - 25.1 MB

New face coming to McKeany-Flavell in early 2020? Sugar: 2017 Amended Suspension Agreement reinstated Edible oils markets to stay strong. Ethanol industry to keep up the good fight. Dairy herd on the rebound. CBD sales to hit $1.0 billion. Geaux Tigers! Happy Holidays! Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist Expert: Nicole Thomas, Vice President – Information Services Expert: Jeffrey Rasinski, Consultant Expert: Craig Ruffo...

Santa’s bringing trade agreements for Christmas (& lumps of coal in the form of flat interest rates)

December 13, 2019 17:07 - 18 minutes - 34.2 MB

Old folks reminisce about 1980s holiday shopping U.S.-China and U.S.-Mexico-Canada deals Are they done deals? Fed keeps rates flat and indicates no immediate rate cuts to come Could hikes come post-trade agreements? Host/Expert: Nicole Thomas, Vice President – Information Services Expert: Shawn Bingham, Founder, ABSR Research, Chicago

WASDE update: Corn’s a yawn but sugar markets are wide awake!

December 10, 2019 22:47 - 23 minutes - 43.4 MB

Review of domestic hog, poultry, and cattle inventories Export market opportunities? Impact on feed prices Massive reductions in sugar supply Ratification of the USMCA? Host/Expert: Craig Ruffolo, Vice President – Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services

Trade agreements, sugar, & CBD: What to know

December 06, 2019 19:21 - 10 minutes - 18.8 MB

Trade agreement and USMCA The impact on sugar Physical delivery of refined sugar is next hurdle CBD products Will it gain GRAS status? Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

USDA delivers its promise on sugar

November 26, 2019 18:50 - 11 minutes - 21.2 MB

USDA increases refined sugar quota 100,000 tons of sugar is a drop in the bucket Gobble-gobble: Happy Thanksgiving! Host/Expert: Craig Ruffolo, Vice President – Commodity Specialist Expert: Kevin Combs, Vice President – Sweeteners Specialist

Edible oils update: Oil boy!

November 22, 2019 21:47 - 13 minutes - 24.9 MB

Soybean oil futures offer coverage opportunities Biodiesel production has plateaued Canola harvest take a little hit, but oil production remains strong Corn oil coproduct credit update Palm oil prices continue to march higher Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

Sugar-nado! Analyzing the status of a damaged sugar market

November 15, 2019 22:13 - 17 minutes - 31.6 MB

Not all sugar is created equal Mind the details on quality differences Host/Expert: Kevin Combs, Vice President – Sweeteners Specialist Expert: Craig Ruffolo, Vice President – Commodity Specialist

Sugar beet crops abandoned: What’s the impact on the industry?

November 13, 2019 19:18 - 6 minutes - 11.3 MB

Sugar beet production to decline further as unprecedented acreage is abandoned Two beet marketing companies issue force majeure notifications How will USDA respond to lower beet production? Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist

WASDE recap: Sugar woes, corn & soy complex holds

November 08, 2019 23:49 - 18 minutes - 33.8 MB

Sugar USDA lowers beet sugar production 467,000 STRV: More to follow? Record harvest abandonment Louisiana cane crop production lowered a net 76,000 STRV Where will additional imports come from if needed? Corn Changes for corn in WASDE? “Meh” Soybean complex Soybean stocks rise and soybean oil stocks fall on lower crush Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist Expert: Nicole Thomas, Vice President – Information Services

Mike & Craig attempt to save the world: Updates from the ABLC Next Conference

November 01, 2019 18:02 - 7 minutes - 14.4 MB

The theme is “disruptive technology” Using biomass to create bioplastics Using pheromones as insecticides Making Mother Earth more healthy! Seemingly far-fetched ideas coming to fruition Taking spent CO2 and converting to fuel How this all can impact the food and beverage industry Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

The ruling on the amended Suspension Agreements & its impact on the sugar market

October 25, 2019 16:57 - 13 minutes - 24.6 MB

What are the Suspension Agreements? Explanation of the ruling on the amended Agreements What is the impact on the sugar market? Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

State of the ethanol industry

October 18, 2019 17:40 - 10 minutes - 18.4 MB

Pressure for the ethanol industry? Trump Administration’s view of ethanol Future expectations Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

WASDE update for corn, soybeans, & sugar

October 10, 2019 22:00 - 15 minutes - 28.6 MB

Corn Current year corn ending stocks take a hit (but not via production) Soybean complex Has the soybean balance sheet finally reached its bearish bottom? Sugar Sugar deliveries down sharply in August, USDA lowers estimate 50,000 STRV in both 2018/19 and 2019/20 Sugar production unchanged but will wet weather impact production? Host/Expert: Kevin Combs, Vice President – Sweeteners Specialist Expert: Nicole Thomas, Vice President – Information Services

Beet sugar, cocoa, & men’s footwear

October 04, 2019 20:29 - 13 minutes - 24 MB

Beet sugar Harvest update Supply review Cocoa LID: What is it? Potential impact on the cocoa market Craig’s shoes Tell us what you think! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist Expert: Jeffrey Rasinski, Consultant

Combining fundamental, technical, & systematic trading strategies with Shawn Bingham of ABSR Research

September 27, 2019 19:28 - 21 minutes - 39.9 MB

Fundamental market recap for corn and soybeans What is systematic trading? Fundamental and technical analysis Systematic modeling Portfolio approach to managing risk Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Shawn Bingham, Founder, ABSR Research, Chicago

Energy market dynamics with Phil Flynn of PRICE Futures Group

September 20, 2019 17:20 - 14 minutes - 27.4 MB

Saudi Arabia situation recap Weather crisis in Texas Status of the energy markets Impact in the U.S. Volatility in the oil markets? Impact on food manufacturers Good time to manage risk Host: Michael Caughlan, President & CEO Expert: Phil Flynn, Sr. Market Analyst at The PRICE Futures Group & Fox Business Network Contributor

Roadside WASDE recap: Few answers & even more questions

September 12, 2019 23:06 - 15 minutes - 29 MB

USDA reduces 2019/20 corn production minimally, but offset by weak demand in 2018/19 2019/20 soybean balance sheet finally shows “normal” stocks-to-use ratio Significant reduction in projection for 2019/20 beet sugar crop Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

Goin’ hog wild: Livestock markets & their effect on feed prices

September 06, 2019 20:12 - 16 minutes - 30.7 MB

Review of domestic hog, poultry, and cattle inventories Export market opportunities? Impact on feed prices Host: Craig Ruffolo, Vice President – Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services

Hurricane Dorian & its potential impact on sugar

August 30, 2019 19:16 - 11 minutes - 21.1 MB

Historical hurricane devastation on sugar crops Dorian headed to Lake Okeechobee What might happen to the sugar industry there Stay safe, Florida! Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist

Unusual headlines highlight changes in the sugar & corn markets

August 23, 2019 16:29 - 10 minutes - 19.2 MB

Unforeseen weather events impact beet sugar crops Grain farmers’ frustration boils over And more! Host/Expert: Kevin Combs, Vice President – Sweeteners Specialist Expert: Craig Ruffolo, Vice President – Commodity Specialist

Go long, baby! Value buy opportunity in equities & commodities

August 16, 2019 18:10 - 9 minutes - 17.1 MB

Managed money switches from long to short positions in commodities Are we headed for a global recession? Is this a good buying opportunity for commodities? Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

SURPRISE! Corn production isn’t so bad…or is it? (WASDE update)

August 12, 2019 21:22 - 17 minutes - 31.9 MB

Corn USDA raises corn acreage, yield despite partial information Soybean complex Soybean acreage lower, but ending stocks still above 700 million bushels Less soybean oil demand for biodiesel this year and potentially, next Sugar Cane and beet sugar forecast increased Deliveries increase provides industry with some optimism Host/Expert: Kevin Combs, Vice President – Sweeteners Specialist Expert: Nicole Thomas, Vice President – Information Services

McKeany-Flavell Hot Commodity Podcast

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