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
Sugar beet & cane crop progress update
July 19, 2019 21:25 - 12 minutes - 22.5 MBLouisiana cane crop escaped any significant damage from Hurricane Barry Idaho beet crop is strong but offset by poor Southern Minnesota crop And, who smashed Kevin in the go-kart grand prix?!? Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist
July WASDE update: Corn, soybeans, & sugar
July 11, 2019 21:42 - 14 minutes - 27.2 MBCorn USDA maintains Acreage report number for corn acreage, existing yield Soybeans 2019/20 soybean balance sheet gets “tighter”—relatively speaking 2018/19 soybean oil revision resulting from lowered crush projection Sugar USDA increases 2018/19 imports resulting in 14.3 percent STU 2019/20 beet and cane production raised Market reset at 13.5 percent per the Suspension Agreements Host/Expert: Kevin Combs, Vice President – Sweeteners SpecialistExpert: Nicole Thomas, Vice President ...
Potential market explosions over the next six months
July 03, 2019 18:28 - 15 minutes - 29.1 MBSugar The Black Snake: a lil sizzle, but not really getting off the ground Soybeans The Roman Candle: bursts of energy shooting out in intervals Corn Kaboom! The Grand Finale: has the most explosive potential over the next six months Happy Fourth of July! Host/Expert: Nicole Thomas, Vice President – Information ServicesExpert: Kevin Combs, Vice President – Sweeteners Specialist
USDA reports provide pre-Fourth of July fireworks
June 28, 2019 21:36 - 16 minutes - 30.1 MBCorn acreage number well above expectations Soybean acreage takes additional hit Majority of corn stocks in hands of producers Host: Kevin Combs, Vice President – Sweeteners SpecialistExpert: Nicole Thomas, Vice President – Information Services
Our 100th episode! A look back at the top three most downloaded podcasts
June 21, 2019 19:14 - 17 minutes - 32.2 MBFollow us down memory lane as we revisit the top three most downloaded Hot Commodity podcast episodes from our first 100 and discuss where those topics are today. A deep dive into U.S. sugar (published Aug. 17, 2018) A look into the futures markets, food manufacturing, and the impact of a potential recession (published Jan. 4, 2019) Sweetener negotiations: Craig uses the word “cattywampus”! (published Aug. 3, 2018) Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice Presid...
WASDE update: It’s a fiery one!
June 11, 2019 21:21 - 15 minutes - 29.1 MBCorn USDA provides June surprise Soybeans Nothing to see here Sugar Minor adjustments to production How to deal with 12.4 percent stocks to use? Commercial activity picking up Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information Services
The hot take on corn acreage & sugar deliveries
June 07, 2019 18:50 - 11 minutes - 20.7 MBCorn Acreage loss prevalent Sugar Deliveries on the rise Cane refiners in the catbird seat Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information ServicesExpert: Craig Ruffolo, Vice President – Commodity Specialist
Soybeans, corn, & sugar: Oh my!
May 31, 2019 19:07 - 17 minutes - 31.8 MBCorn/Soybeans Acreage and planting update Scenarios on revisions to supply and demand balance sheet Potential impact on prices Sugar Active day for #16 sugar market New tariffs on Mexico Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information Services
Latest update on sugar beet plantings
May 24, 2019 17:34 - 9 minutes - 16.7 MBSugar beet crop planting nearly completed Will USDA increase imports? Will Mike bring the Lagunitas? Happy Memorial Day! Host: Michael Caughlan, President & CEOExpert: Kevin Combs, Vice President – Sweeteners Specialist
Corn update: Planting intentions & market activity
May 17, 2019 19:02 - 8 minutes - 9.12 MBPlanting intentions report summary Unusual market response Planting activity update Corn S&D and lack of a trade deal Corn futures market outlook Host: Michael Caughlan, President & CEOExpert: Craig Ruffolo, Vice President – Commodity Specialist
Meet IQ! Plus a WASDE recap
May 10, 2019 22:42 - 19 minutes - 36.3 MBAn inside look into McKeany-Flavell’s newly launched IQ platform What information is available to you How to join WASDE recap Late planting for corn and sugar crops Soybean outlook continues bearish trend Tariff increases adds more uncertainty to market Host & Expert: Nicole Thomas, Vice President – Information ServicesGuest: Pete Church, Dir. of Marketing, McKeany-Flavell
There’s a big, bad wolf blowing over all the piggies: A look into African swine fever
May 03, 2019 20:59 - 12 minutes - 22.3 MBAfrican swine fever: What is it? Global implications of the disease Related price influences Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information Services
Mike check! Live from our 2019 Spring Seminar
April 24, 2019 21:24 - 3 minutes - 3.81 MBMike runs down highlights from this year's Spring Seminar in Chicago. Host: Michael Caughlan, President & CEO
Mimosas anyone? An in-depth look into orange juice & beet sugar plantings
April 19, 2019 18:40 - 6 minutes - 11.9 MBFCOJ Go long! Inventory spike of 26% Imports in January up 23% YOY Sugar beets No red flags on planting yet Host: Michael Caughlan, President & CEOExpert: Craig Ruffolo, Vice President – Commodity Specialist
Weather woes, transportation, & sugar deliveries
April 12, 2019 17:00 - 7 minutes - 13 MBBomb cyclone disrupts transportation Sugarcane refiners grab market share with low raw sugar prices 2020 sugar contracting still quiet Host: Michael Caughlan, President & CEOExpert: Craig Ruffolo, Vice President – Commodity Specialist
Once more, with feeling: WASDE recap for sugar, corn, soybean, & biodiesel
April 09, 2019 20:54 - 10 minutes - 18.7 MBSugar production lowered 43,000 tons U.S. corn ending stocks rising Soybean balance sheet remains bearish Biodiesel demand driving soybean oil stocks lower Host: Michael Caughlan, President & CEOExpert: Kevin Combs, Vice President – Sweeteners SpecialistExpert: Nicole Thomas, Vice President – Information Services
Chatting China with Ron Mark of The PRICE Futures Group
April 05, 2019 20:31 - 13 minutes - 25 MBPotential trade dispute resolution and Asian swine flu to drive soybean market Pricing opportunities for corn and soybean futures Bond yield inversion and what it means Host: Nicole Thomas, Vice President – Information ServicesGuest: Ron Mark, President & Dir. of Risk Management, The PRICE Futures Group
Fireworks in the futures market: Prospective Plantings & Grain Stocks reports
March 29, 2019 21:15 - 12 minutes - 23.5 MBSugar beet plantings up slightly as anticipated Corn and soybean plantings near expectations Corn and soybean stocks up vs. last year Mike and Craig live from the Western Candy Conference! Host: Kevin Combs, Vice President – Sweeteners SpecialistExpert: Nicole Thomas, Vice President – Information ServicesOur traveling crusaders: Michael Caughlan, President & CEOCraig Ruffolo, Vice President – Commodity Specialist
Planting intentions & weather concerns for corn & sugar
March 22, 2019 19:31 - 7 minutes - 14.1 MBProspective Plantings report What to expect: corn and sugar acreage Shift in planting intentions? Corn Soybeans Beet sugar Weather and flooding concerns Missouri and Mississippi Rivers Red River Valley Logistics concerns Host: Michael Caughlan, President & CEOExpert: Kevin Combs, Vice President – Sweeteners Specialist
From dairy to donuts with Jeff Rasinksi
March 15, 2019 18:53 - 11 minutes - 21.4 MBRecap of important dairy reports Price direction for dairy component Implications of spring flush Sugar: A quick recap Host: Michael Caughlan, President & CEOExpert: Jeffrey Rasinski, Consultant
Fun with letters: W-A-S-D-E spells recap!
March 08, 2019 23:23 - 19 minutes - 34.9 MBMuch ado about nothing: 100 million bushel decline in demand for corn Cumbersome soybean stocks remain As predicted, lower stocks-to-use ratio for sugar Mike says hi from the Natural Products Expo West! Host: Craig Ruffolo, Vice President – Commodity SpecialistExpert: Nicole Thomas, Vice President – Information ServicesOur man on the street: Michael Caughlan, President & CEO
Potential changes in next week’s WASDE report for sugar
March 01, 2019 19:43 - 12 minutes - 23.3 MBWill USDA lower Mexican sugar imports? Deliveries for food use may fall for a second consecutive year Host: Michael Caughlan, President & CEOExpert: Kevin Combs, Vice President – Sweeteners Specialist
Live from the International Sweetener Colloquium!
February 26, 2019 23:49 - 7 minutes - 13.6 MBTop 3 takeaways from this year’s Colloquium Suspension agreements Commercial activity Host: Michael Caughlan, President & CEOExpert: Craig Ruffolo, Vice President – Commodity Specialist
Tour the non-gluten flour world with Western Foods
February 22, 2019 20:13 - 13 minutes - 25.7 MBIntroduction to Western Foods Based in Woodland, California Only non-gluten supplier with plants on both coasts Facts on non-gluten flour Fast growth sector Science helping fuel growth What’s happening commercially in the non-gluten market? Rice production and prices in California Sales and lower milling issues in the southern U.S. Challenges Focus on micro processes and maintaining quality Ancient grains supply chain factors Host: Michael Caughlan, President & CEOWestern Foods...
Talking honey with Joe Gardella of Sweetener Supply
February 15, 2019 19:38 - 14 minutes - 26.9 MBHoney facts Industrial vs. retail Current commercial market Review of 2018 2019 expectations Honey market challenges Fluid global market Currency valuations Color consistency Sustainability Host: Michael Caughlan, President & CEOGuest: Joe Gardella, President & CEO, Sweetener Supply
WASDE recap, finally!
February 08, 2019 21:47 - 12 minutes - 12.7 MBSugar Cane production increased 71,000 STRV Supply changes Looking ahead to 2020 Corn Supply declines Reduction in production Ending stocks pressured Soybeans Expected supply reductions U.S. ending stocks remain uncertain Looking ahead, export number is key Spring Market Seminar 2019Registration now open at mckeany-flavell.com(Seating is limited) Host: Michael Caughlan, President & CEOExpert: Nicole Thomas, Vice President – Information ServicesExpert: Kevin Combs, Vice Presiden...
What’s happening in the sugar market?
January 25, 2019 18:35 - 6 minutes - 12.4 MBCommodity market quiet; absence of government reports CSC formally files lawsuit: What’s the impact? Preview of the 2019 Sweetener Colloquium Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
Let’s Talk about Soybean & Tropical Oils
January 18, 2019 19:39 - 10 minutes - 19.2 MBFutures rally on soybean oil market NOPA crush numbers out for soybean oil Tropical oil prices remain weak And, of course, our Super Bowl picks! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
We Don’t Need No Stinkin’ WASDE: Our Corn & Sugar Recap
January 11, 2019 18:55 - 13 minutes - 24.2 MBCorn Slowdown in ethanol production could impact coproduct credits Market wondering about final corn production number Sugar All’s quiet in sugar Beet storage questionable in Red River Valley Spring Market Seminar 2019 Registration now open at mckeany-flavell.com Seating is limited Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Craig Ruffolo, Vice President – Commodity Specialist
A Look into the Futures Markets, Food Manufacturing, and the Impact of a Potential Recession
January 04, 2019 19:02 - 15 minutes - 27.7 MBEarly 2019 futures market outlook for corn, cocoa, sugar, soybeans and soybean oil, wheat, and orange juice Food manufacturing segment and what to look for in the upcoming year Are we heading towards a potential recession? Impact on the dollar, commodity prices, and food manufacturers Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
Heading into 2019: Government Shutdown
December 28, 2018 19:29 - 13 minutes - 25 MBWhat impact will the government shutdown have on commodity markets? Are we entering a recession? What might that mean for commodity futures? No matter what happens, we wish you a happy and prosperous new year! Host: Kevin Combs, Vice President – Sweeteners Specialist Expert: Nicole Thomas, Vice President – Information Services
Looking Back at Our 2018 Predictions & Forward to 2019: Farm Bill, Labeling Laws, & More
December 21, 2018 20:04 - 12 minutes - 23 MBFarm bill We nailed it! Bio-engineering labeling law Nailed it again! Sugar outlook as a result NAFTA We're only human Mixed results to report Consumer trends for 2018 What we called Transparency and labeling Plant-based milks and proteins Anyone up for a cold brew coffee? What we look for in 2019 Happy Holidays! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
It's WASDE Recap Time: Sugar, Corn & Soybeans
December 14, 2018 21:12 - 13 minutes - 24.2 MBSugar Stock-to-use reset Mexico gets its wish? Keeping an eye on deliveries Corn and soybeans Is the increase of U.S. corn stocks a sign of what’s to come? Global soybean stocks keep rising, limiting bullish potential for futures Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Craig Ruffolo, Vice President – Commodity Specialist
Sugar: USDA WASDE Preview, Imports, Stock-to-Use, & Demand Updates
December 05, 2018 19:16 - 7 minutes - 14.1 MBWill USDA reset imports and give Mexico additional access? How will USDA adjust stocks-to-use in the December WASDE? Sugar demand is the key and may force USDA to delay a hike in imports Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
Nicole Gets Technical with the Ag Markets
November 30, 2018 18:28 - 14 minutes - 27.3 MBLimited market volatility anticipated for corn futures For soybean futures, does a trade resolution really matter now? Fibonacci retracement and #11 sugar futures Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
It’s a Thanksgiving Corn Fest!
November 20, 2018 19:03 - 8 minutes - 16.3 MBCorn market volatility lower than for other commodities Are fundamentals keeping a cap on corn prices? Soybean price moves are having limited influence on corn The drop in crude oil seems to have had no impact on corn Uncle Kevin’s famous corn pudding recipe Happy Thanksgiving! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
What’s Going on in Dairy? We Ask Our Guest, Phil Plourd!
November 16, 2018 20:47 - 13 minutes - 24.1 MBWhat are prices doing? Time to extend coverage? What factors could turn the market bullish? What is your perspective on trade with Canada and Mexico? Host: Michael Caughlan, President & CEO Special Guest: Phil Plourd, President, Blimling and Associates, [email protected], www.dairy.com
Prepare to Be Amazed: Another WASDE Recap
November 09, 2018 22:02 - 13 minutes - 24.1 MBSugar Adjustments to demand and beet production Sugar stock to use under target of 13.5 percent Corn Reduction in corn yield results in little impact on corn price Corn demand steady Craig tells tales from the ABLC Global Conference! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
Farm Bill: A Deeper Dive into the Impact on Sugar
November 02, 2018 19:03 - 9 minutes - 17.8 MBSugar policy will stay same under a new Farm Bill? Sugar policy creates price floor and cap Don’t look for a new Farm Bill until Q1 2019 Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
Catching Up with #11 World Sugar
October 26, 2018 20:12 - 10 minutes - 19.4 MBImpressive rally over the last month! Factors driving the market Brazil increases ethanol processing Higher energy prices U.S. sanctions Noncommercial short covering What does the future hold? Fundamentals at play Stocks and global surplus Stagnate consumption growth “The cure for low prices is low prices.” –Dr. Craig Ruffolo Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist
Fun Times with Crop Progress & Cocoa
October 19, 2018 17:55 - 13 minutes - 24.1 MBCorn and sugar Poor weather slows crop progress and harvest Cocoa Recap of Q3 grinds for major regions Factors that could bull the market What would Doug Flutie do? Go long! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
A Good Old-Fashioned WASDE Recap
October 12, 2018 19:11 - 13 minutes - 23.9 MBSugar Beets scaled back from last month’s optimism Bigger cane crop in Louisiana? Corn Exports looking strong Potential impact of E15 Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist Expert: Rebeca Sanchez, Commodity Market Analyst
What’s Up with Raw Sugar?
October 05, 2018 17:28 - 11 minutes - 21.2 MBFactors influencing refined sugar pricing Is there regionality to sugar pricing and why? Thank you for a great season, Oakland Athletics! Until next year! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
Market Technicals & Risk Management, with Ron Mark of PRICE Futures Group
September 28, 2018 18:57 - 14 minutes - 26.7 MBSoybeans and soybean oil What are the technicals saying? How can you hedge your price risk for a trade tariff reversal? Crude oil and natural gas futures Where do we go? Are we closing in on $100 per barrel in crude? Host: Nicole Thomas, Vice President – Information Services Special Guest: Ron Mark, President & Director of Risk Management, The PRICE Futures Group
Viva Mexico Sugar!
September 21, 2018 18:06 - 9 minutes - 16.7 MBMexico sugar stocks are growing as a result of lower exports to the U.S. Will Mexico export sugar to the world market? North American sweetener trade under the Suspension Agreements Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist
Holy Soybeans! Time for a WASDE Recap
September 14, 2018 18:06 - 15 minutes - 28.8 MBDomestic production for corn and soybeans revised higher for 2018/19 Super Typhoon Mangkhut: Will it affect coconut production? Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Craig Ruffolo, Vice President – Commodity Specialist
A Delightful Conversation on the Baking World—Plus a Sugar Update
September 07, 2018 18:19 - 12 minutes - 22.1 MBChallenges of clean labeling in baking, with a few examples Tier-II sugar: Is it competitive? Re-export credits still valuable Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist Guest: Jeff Nelson, Western V.P. of Sales, Brolite Products, www.bakewithbrolite.com
Mike & Nicole Play the Q&A Game!
August 31, 2018 19:19 - 13 minutes - 25.2 MBWhere will futures bottom out for: Corn Soybeans Soybean oil #11 sugar #16 sugar Cocoa Will a deal be worked out between U.S. and China? Will USDA eventually lower domestic stocks-to-use for sugar? Will non-GMO labeling have an influence on consumers? Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
It’s Corn Sweeteners Negotiatin’ Time!
August 24, 2018 17:53 - 8 minutes - 16.2 MBHow will corn prices impact 2019 corn sweeteners negotiations? Corn grind still key Expect extended negotiations Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
A Deep Dive into U.S. Sugar
August 17, 2018 17:49 - 10 minutes - 18.5 MBA 13.5 stocks-to-use ratio target Tier-II imports on the rise Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Specialist