Afleveringen
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Corn steals the show with an increase in acres!What’s the number?Higher corn acreage pencils stocks-to-use in at over 15%Did corn producers take advantage of the June seasonal rally?March to June stocks change suggests they did notFarmers still have full grain binsWhat does that mean for any price rallies?Soybean acres take a hitHow does that leave the balance sheet looking?McKeany accurately hits the wheat stocks estimate!Mark your calendar for our next webinar!Wheat Market UpdateWednesday, July 31Registration begins July 17: Watch your email or visit mckeany-flavell.com
Host: Jeffrey Rasinski, ConsultantExpert: Eric Thornton, Commodity SpecialistExpert: Shawn Bingham, Director of Risk Management
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Update on the U.S. winter wheat harvest and spring wheat conditionsRussia’s crop bigger than expected?U.S. exports are strongUp 25% YOYDon’t forget to register for our next webinar!Summer Market Outlook on June 26, 2024Look for your email invite or register directly at mckeany-flavell.com
Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist
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Zijn er afleveringen die ontbreken?
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Will Brazilian sugar share surpass 50% this year?Is world market becoming too reliant on Brazil?Upcoming monsoonal rainfall key to production in India and ThailandOur next webinar is coming up!Summer Market Outlook on June 26, 2024Look for your email invite or register directly at mckeany-flavell.com
Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
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June WASDE is the “appetizer before the entrée”No major changesAll eyes on the Jun. 28 Acreage reportWheatU.S. wheat exports on the rise as Black Sea output fallsCorn / Soy ComplexNo changes to U.S. cornSmall true-ups in soy complexSugarCurrent crop beet sugar production lowered High-tier imports increased for current and new cropMexico ending stocks up: Bearish!Don’t forget to register for our next webinar!Summer Market Outlook on June 26, 2024Look for your email invite or register directly at mckeany-flavell.com
Host/Expert: Kevin Combs, Vice President – Global Sweeteners SpecialistExpert: Eric Thornton, Commodity Specialist
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Weather’s been good, but you never know!Biofuel production to grow in 2024/25No exports? Not just yet…Don’t forget to register for our next webinar!Summer Market Outlook on June 26, 2024Look for your email invite or register directly at mckeany-flavell.com
Host/Expert: Eric Thornton, Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services
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Will Mexico imports reach 650,000 MT?June is the start of the rainy season, but will we get any rain this summer?The 2024/25 production forecastHow does this affect HFCS heading to Mexico?Our next webinar:Summer Market Outlook on June 26, 2024Look for your email invite or register directly at mckeany-flavell.com
Host: Michael Caughlan, President & CEOExpert: Kevin Combs, Vice President – Global Sweeteners Specialist
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Weather has improved!What does that mean for the tail end of the mid-crop and pod setting for next year’s main crop?Cocoa bean arrivals continue to lag, but have they been under reported?Why have Coffee and Cocoa Council (CCC) suspended operations for 40 coops?Mark your calendar for our next webinar!Summer Market Outlook webinarWednesday, June 26First wave of invites going out June 12
Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant
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PPI: inflation is too hot!CPI: is inflation cooling too fast?Jobs growth slowed markedlyWhat’s unemployment doing?What to expect for future inflation after bottoming in DecemberMarket's rate cut expectations holding steady this week, but is this counter to the Fed’s own statements?Next webinar is on Wednesday!Dairy Market Update on Wednesday, May 22, 2024Check your email for your invite or register at mckeany-flavell.com
Host: Michael Caughlan, President & CEOExpert: Shawn Bingham, Director of Risk Management
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Well attended event put on by the National Confectioners AssociationLots of sour going on!Freeze-dried candy: What was Mike’s favorite?Talk from all of the chocolate companiesSwitching from chocolate to compound? Using less amount on the product?And the winner of this year’s Candy Industry Kettle Award goes to…Our next webinar:Dairy Market Update on May 22, 2024Check your email for your invite or register at mckeany-flavell.com
Host/Expert: Michael Caughlan, President & CEO
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WheatNew crop 2024/25 U.S. wheat largely as expectedGlobal stocks remain at a deficitWill it struggle to hit USDA’s estimate?CornGlobal balance sheet seemingly growing more portentous?Baby steps!Soy complexU.S. soybean, soybean oil picture for 2024/25 suggests loosening stocks scenarioA quick note on soybean mealSugarNot many supply-side changes expected for productionNew crop 2024/25 showing good numbersExpecting healthy increases?No growth: What’s driving that?Don’t forget to register for our next webinar!Dairy Market Update on May 22, 2024Look for your email invite or register directly at mckeany-flavell.com
Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
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How does the world sugar market affect the U.S. market?We’re at the lower range: Where do we go from here?Brazil sugarExpected record crop, but has that been walked back?India and Thailand sugarWill we see any more downside with the monsoon season coming soon?Our next webinar:Dairy Market Update on May 22, 2024Check your email or register at mckeany-flavell.com beginning May 8McKeany-Flavell’s Spring Market Seminar videos available soon!Registered attendees will have unlimited accessDidn't attend but interested in purchasing the seminar on video? Contact us and we’ll set you up!Did you know McKeany-Flavell offers educational courses? Learn the foundational aspects of the commodity markets through our Corn & Corn Sweeteners, Sugar, Edibles Oils, Cocoa, Wheat, Energy, Futures & Options, and Strategic Sourcing 101 courses! Contact us to learn more!
Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
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Corn plantings and the five-year averageWhat states are leading in soybean plantings?Where sugar beet plantings stand in the Red River ValleyOur next webinar:Dairy Market Update on May 22, 2024Check your email or register at mckeany-flavell.com beginning May 8McKeany-Flavell’s Spring Market Seminar videos available soon!Registered attendees will have unlimited accessDidn't attend but interested in purchasing the seminar on video? Contact us and we’ll set you up!
Host: Michael Caughlan, President & CEOExpert: Craig Ruffolo, Vice President – Commodity Specialist
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A status check on winter wheat conditions and the latest weatherAre concerns brewing?Prices largely still stuck in a sideways trading rangeGlobal wheat production estimates are trending slightly lowerThat’s a wrap! McKeany-Flavell’s 2024 Spring Market Seminar is done!A special thanks to our wonderful guest speaker, Christian Moeller, Co-Founder, CEO & President of Lionheart FarmsDigital versions available next week for registered attendeesDidn't attend but interested in purchasing the seminar on video? Contact us and we’ll set you up!
Host: Shawn Bingham, Director of Risk ManagementExpert: Eric Thornton, Commodity Specialist
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Movers and Shakers
Technology. Sustainability. Opportunity.
Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Commodity SpecialistExpert: Jeffrey Rasinski, Consultant
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CornGlobal corn stocks under pressure: More to come?USDA vs. CONAB: Cage match!Soy complexDomestic soybean stocks keep growingAnd soybean oil too!What to watch for moving forwardWheatWheat feed demand cutGood news for hard red spring wheat buyers!SugarBeet sugar lowered on concern of warm temps in MidwestMexico imports down: Production concerns?Sugar negotiations for 2024/25 progressingMcKeany-Flavell’s Spring Market Seminar: Movers & ShakersNext Wednesday! April 17, 2024Register at mckeany-flavell.comBetter hurry! Seats are filling up fast!Available to attend online as well.
Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Commodity Specialist
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How many jobs were created last month?It’s a substantial numberUnemployment edged downAverage hourly earnings: Is it covering inflation?Fed cuts still likelyMcKeany-Flavell’s Spring Market Seminar: Movers & ShakersIn less than two weeks! April 17, 2024Register at mckeany-flavell.comBetter hurry! Seats are filling up fast!
Host: Kevin Combs, Vice President – Global Sweeteners SpecialistExpert: Shawn Bingham, Director of Risk Management
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Corn and soybeansCorn shocker!Soybean, not so muchWheatA surprise in acreageWhich wheat class is at a six-year high?SugarAcreage numbers are curiously down; find out whyMcKeany-Flavell’s Spring Market Seminar: Movers & ShakersApril 17, 2024Register at mckeany-flavell.comHurry! Seats are filling up fast!
Host: Shawn Bingham, Director of Risk ManagementExpert: Nicole Thomas, VP – Information Services
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Who is Lionheart Farms and what do you do?The down-low on coconut sap: A unique ingredient!What makes coconut palm one of the most efficient crops?What can users of coconut products expect in 2024?Mark your calendars!Upcoming webinar: Spring Market Outlook WebinarTomorrow! Wednesday, March 27, 2024Register at mckeany-flavell.comMcKeany-Flavell’s Spring Market Seminar coming April 17, 2024!Register at mckeany-flavell.comSeats are filling up fast!
Host: Nicole Thomas, VP - Information ServicesExpert: Christian Moeller, Co-Founder, CEO & President, Lionheart FarmsEmail: [email protected]
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NIOP (March 17-19, Las Palmas, CA)Attended by Nicole and MarilynThe National Institute of Oilseed ProductsRenewable diesel updateSoybean oil: Food vs. fuelWestern Candy Conference (March 20-24, Scottsdale, AZ)Attended by Mike and KevinLots going on with 3-D printingCommodities panelWhat’s the latest on sugar negotiations?Mark your calendars!McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!Registration is now open at mckeany-flavell.comOur next webinar: Spring Market Outlook WebinarWednesday, March 27Register now at mckeany-flavell.com
Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Global Sweeteners SpecialistExpert: Marilyn Adutwum, Analyst
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Hot trends seen at this year’s expoProducts that were MIAThe hot, new innovative products coming to market soonKeep an eye out for your McKeany-Flavell rep next week:Nicole and Marilyn at NIOP (March 17-19, Las Palmas, CA)Mike and Kevin at Western Candy Conference (March 20-24, Scottsdale, AZ)Mark your calendars!McKeany-Flavell’s Spring Market Seminar coming April 17, 2024!Register at mckeany-flavell.comOur next webinar: Spring Market Outlook WebinarWednesday, March 27Register at mckeany-flavell.com
Host: Michael Caughlan, President & CEO Co-host: Pete Church, Director of Marketing
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