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McKeany-Flavell Hot Commodity Podcast

McKeany-Flavell
McKeany-Flavell Hot Commodity Podcast
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  • Weather outlook for fall 2025 & beyond
    A weak La Niña is now in the forecast What does that mean for the long-range weather outlook and commodities? Drought in the U.S. has expanded in recent months Will La Niña offer any relief? Watch out for the potential of planting and harvest delays in Brazil this winter Not a customer on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer subscribers 24/7 access to Real-time market updates and technical analysis Discussion of supply and demand fundamentals Price forecasts As well as charts, tables, and downloadable PowerPoint market overviews Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor
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  • September WASDE: What's driving prices?
    Corn Domestic corn acreage increased Corn yield lowered: Still too much, too soon? Slow down in ethanol Soy Complex Uptick in soybean ending stocks and slightly higher acreage Upward to revision to crush Where’s China? What's driving prices? Not much in the way of change short of production adjustments for corn, soy complex, but it’s what we DON’T see in the numbers that may drive prices for corn, soybeans, and soybean oil Sugar Beet production lowered, while cane production increased Mexican imports cut in half under Suspension Agreement rules Stocks-to-use still well above the target Next week is our Energy Market Update Webinar! Wed., September 17, 11am PT / 2pm ET Clients, be on the lookout for your invite, or anyone can sign up now at mckeany-flavell.com Host: Michael Caughlan, President & CEO   Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
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  • Pre-heat for upcoming WASDE: Corn, soybeans & sugar outlook
    Corn Corn yields should see reduction 2025/26 stocks could test 2.0 billion? Soybeans Balance sheet could get tighter on possible yield reduction Sugar Will USDA be able to cut into sugar surplus? Will the Louisiana cane crop meet record forecast of 2.154 million STRV? Has recent weather cut into the 262,000 STRV increase in beet production forecast last month? Mark your calendar for our upcoming webinar! Energy Market Update Webinar Wed., September 17, 11am PT / 2pm ET Clients, be on the lookout for your invite, or anyone can sign up now at mckeany-flavell.com Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Craig Ruffolo, Vice President – Commodity Specialist
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  • It’s Labor Day! That means fall & corn sweetener negotiations have commenced
    Where is the corn sweetener market currently in negotiation? Corn crop is seeing some challenges in August Top-end yield expectations could be revised lower Co-product credit reconciliation and reporting will be a major topic of discussion Mark your calendar for our upcoming webinar! Energy Market Update Webinar Wed., September 17, 11am PT / 2pm ET Clients, be on the lookout for your invite, or anyone can sign up now at mckeany-flavell.com Host: Eric Thornton, Senior Commodity Advisor Expert: Craig Ruffolo, Vice President – Commodity Specialist
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  • Checking in on corn & soybeans! A crop tour update
    Pro Farmer sees strong corn yields for much of the Belt Soybean pod counts well above last year for a few states Findings for one “I” state leave room for uncertainty As is often the case, regional weather dynamics may come into play for final national averages Not a customer on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer subscribers 24/7 access to Real-time market updates and technical analysis Discussion of supply and demand fundamentals Price forecasts Charts, tables, and downloadable PowerPoint market overviews Host: Shawn Bingham, Director of Commodity Risk Management Expert: Nicole Thomas, Vice President – Information Services
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