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McKeany-Flavell Hot Commodity Podcast

McKeany-Flavell

Empowering clients with commercial intelligence, supply chain expertise,
and risk management solutions.

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#577
October 30 · 20 min
Horror stories with Mike & Nicole (because what’s scarier than oil markets?)
Prologue Recap of harvest/production progress for soybeans, canola, and sunflower Inciting incident? South American soybean planting underway What keeps Nicole up at night (besides hot flashes)? Palm oil and soybean oil futures Did you miss our webinar on Wednesday? Seasonal Market Outlook webinar Watch now on our IQ platform! Not an IQ subscriber? Reach out to us to learn more! Happy Halloween! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
#576
October 23 · 12 min
Wheat whiplash!
After a dramatic rise in July/August, wheat prices have plummeted! The latest on the Black Sea Peace talks? U.S. winter wheat off to a good start More rain and acreage expected Don’t miss our webinar next week! Live Seasonal Market Outlook: Harvest & Negotiations Underway as Uncertainty Continues Wednesday, Oct. 28, 2026 Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President
#575
October 16 · 22 min
Cocoa & chocolate market: Supply, grindings, & Halloween sales
Cocoa supply As the 2026/27 West African main crop gets underway, weather concerns, production forecasts, and bean availability remain central to the global cocoa supply outlook Q3 cocoa grindings Asia leads the processing recovery; Europe returns to growth, and North America records a decline What do these contrasting results reveal about global cocoa demand heading into 2027? Halloween chocolate demand With Halloween approaching, how are elevated retail chocolate prices, changing consumer purchasing habits, and manufacturers' pricing strategies shaping seasonal chocolate sales? Don’t miss our next live webinar on Oct. 28! Live Seasonal Market Outlook: Harvest & Negotiations Underway as Uncertainty Continues Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Marilyn Adutwum, Data Analyst
#574
October 9 · 29 min
October WASDE delivers a sweet treat, or a spooky surprise?
Wheat U.S. wheat stocks increase with a long overdue reduction in export demand Prices trading closer to fundamentals as Black Sea risk remains, but is premium weakening? Corn & Soy Complex USDA shocks with upward revision to U.S. corn yield! How much higher are stocks now compared to the September report? Soybean balance sheets status quo Soybean oil stocks tighten for 2025/26 and 2026/27 Sugar Sugar stocks grow due to more imports and weaker food demand Don’t miss our next live webinar on Oct. 28! Live Seasonal Market Outlook: Harvest & Negotiations Underway as Uncertainty Continues Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host/Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Vice President
#573
October 2 · 17 min
BLS throws a wet blanket on jobs
U.S. jobs growth fell in September, well below expectations The unemployment rate edged up Slowing wage growth is now consistently running below the rate of inflation Could the recent softness in commodity prices stabilize without additional Fed tightening? Save the date for our next webinar! Live Seasonal Market Outlook on Wednesday, Oct. 28 Stay tuned for more details… Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management
#572
September 25 · 12 min
Cocoa & chocolate market update
Côte d’Ivoire changes start of the main-crop season Why is the cocoa market still so volatile? For chocolate lovers: More chocolate items on the shelf this holiday season? EUDR: The latest news Host: Michael Caughlan, President & CEO Expert: Marilyn Adutwum, Data Analyst
#571
September 18 · 26 min
Barrels of uncertainty: The edible oils & energy markets
Oilseed production potentially seeing regional weather hits Energy and geopolitics remain the major market drivers How are commercial markets responding? Don’t miss our live webinar next Wednesday, Sep. 23! Live Energy Market Update: Shaping Food & Beverage Procurement Costs Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host/Expert: Shawn Bingham, Director of Commodity Risk Management Expert: Nicole Thomas, Vice President – Information Services
#570
September 11 · 27 min
September WASDE wrap-up
Wheat Subtle changes for 2025/26 global balance sheet Significant changes to world wheat production Corn 2026/27 U.S. corn yield lowered as expected Global ending stocks projected lower Soybean complex U.S. soybean ending stocks lowered for 2026/27 Edible oils Veg oil stocks may be misleading depending on this year’s production/weather Sugar 2025/25 high-tier imports increased to record number 2026/27 beet and cane forecast lowered Don’t miss our next live webinar on Sep. 23! Live Energy Market Update: Shaping Food & Beverage Procurement Costs Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
#569
September 4 · 11 min
Russia/Ukraine headlines drive another volatile week for grain markets
Renewed peace headlines ease some of the geopolitical risk premium in wheat Will it hold heading into the September WASDE next Friday, Sept. 11? Fundamentally, global wheat stocks could improve? Pay attention to next week if prices continue to ease Potential buying opportunity? Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President
#568
August 28 · 13 min
What’s in store for the sugar & corn harvests
Sugar beet pre-pile harvest is underway Do early signs look promising? Corn harvest is nearly upon us Will yield concerns mute typical harvest pressure? Grains futures have become the story as we enter corn sweetener negotiations Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
#567
August 21 · 27 min
Beyond the fundamentals: How commodity markets are being impacted globally
Making sense of all that’s happening in the world Potential impact on commodity and ingredient markets in the months to come What are the fundamentals saying? What’s happening geopolitically? How do equity, currency, and treasury markets potentially play into this? Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
#566
August 14 · 13 min
Black Sea headline risk & wheat volatility
Wheat prices continue to rise off concerns in the Black Sea Russia and Ukraine exchanging new attacks Possible truce proposal this week? August flow of grains down ~75% so far for Russia Real concerns, but for how long? And how impactful? Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President
#565
August 12 · 29 min
August WASDE: Surprises, concerns, & a few big upsets
Corn & soy complex Oh boy! More U.S. corn production and less ending stocks (and lower yield?) Wild Midwest weather and upside market bias Soybean changes benign, but spillovers from other markets supporting soybeans/soybean products Wheat Wheat takes a back seat with only limited changes in August WASDE However, starting to see early signs appear from the Ukraine/Russian conflict and Black Sea constraints Sugar Major changes for 2025/26 beet sugar A surprise for 2026/27 beet estimate Florida cane down more than expected Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Vice President Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
#564
August 7 · 17 min
Key takeaways from the ASA (American Sugar Alliance) Symposium
Section 301 tariffs are in place Congress/USTR continue work with USDA on increasing high-tier duties Beet sugar crop: more optimism than expected Could the crop end up larger than USDA is reporting? Cane crop under attack from mealybug Could this stunt cane growth and sugar content in both Florida and Louisiana? Congress optimistic to get a Farm Bill passed before mid-term elections Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Craig Ruffolo, Vice President – Commodity Specialist
#563
July 31 · 24 min
Sugar market for 2027 looks a lot like 2025
Unforeseen improvement in sugar deliveries, up 2% Reduced sugar beet acreage, lower projected production Recalibration of imports, larger quota for Mexico reduces high-tier Sugar prices for 2027 have bottomed Did you miss our webinar on Wednesday? Behind the Packaging Price with Nicole Thomas and special guest, Michael Workman, Executive Director at RTi Global/ResinSmart Watch now on our IQ platform! Not an IQ subscriber? Reach out to us to learn more! Host: Shawn Bingham, Director of Commodity Risk Management Expert: Craig Ruffolo, Vice President – Commodity Specialist
#562
July 24 · 19 min
What’s driving the edible oil markets?
What’s driving edible oil markets currently (and potentially, in the months to come)? Any oilseed-specific concerns that could impact veg oil prices? How does an oil buyer address this degree of uncertainty/volatility? Next Wednesday, don’t miss our live webinar! Behind the Packaging Price: What Resin Markets Are Telling Buyers Right Now With special guest, Michael Workman, Executive Director at RTi Global/ResinSmart, Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host: Eric Thornton, Vice President Expert: Nicole Thomas, Vice President – Information Services
#561
July 17 · 20 min
“Strait” talk on inflation & hot topics in grains
Wheat rallying off Black Sea export constraints Will we re-test the early May highs? Inflation cools and consumer sentiment climbs, but for how long? Iran threatens to close another strait connecting the Red Sea, potentially shutting in more crude oil Index funds retreated in June from record levels Could buying reignite if crude prices remain elevated? Don’t miss our next live webinar! Behind the Packaging Price: What Resin Markets Are Telling Buyers Right Now With special guest, Michael Workman, Executive Director at RTi Global/ResinSmart Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host/Expert: Eric Thornton, Vice President Expert: Shawn Bingham, Director of Commodity Risk Management
#560
July 10 · 28 min
July WASDE: No fireworks but markets still excited
Corn & soy complex U.S. corn ending stocks growing tighter for 2026/27 Less carry-in, more production, and more exports for U.S. soybeans Soybean oil balance sheet unchanged but external factors carrying more weight with prices Wheat U.S. wheat ending stocks decline further by 22 million bushels Wheat crop in the U.S. projected smallest since 1970 at 1.536 million bushels Thankfully, weaker U.S. demand is keeping stocks-to-use ratio declines in check Sugar Beet forecasts lower due to crop development and weather concerns Mexico’s baseline imports set Food deliveries set little higher than expected Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President Expert: Nicole Thomas, Vice President – Information Services
#559
July 2 · 9 min
The impact on sugar of U.S. declining to renew the USMCA
USMCA trade pact update: The details How will it impact Suspension Agreements? Will Mexico target HFCS imports? Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
#558
June 26 · 20 min
Current spring row crop conditions: How we lookin’, are we cookin'?
How are things looking for sugar, spring wheat, corn, and soybeans? Record potentials? Looming threats? Heatwaves in the U.S. and France are coming: How concerning are they? Acreage and stock expectations for next Tuesday’s reports More corn? Not a client on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more! Commodity dashboards Dynamic data & interactive charts Analytics & calculators Price forecasts Downloadable data, charts, and tables Host: Craig Ruffolo, Vice President – Commodity Specialist Expert: Eric Thornton, Vice President

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