WASDE: Welcome 2024/25 to the party‪!‬ McKeany-Flavell Hot Commodity Podcast

Wheat
New crop 2024/25 U.S. wheat largely as expected
Global stocks remain at a deficit
Will it struggle to hit USDA’s estimate?

Corn
Global balance sheet seemingly growing more portentous?
Baby steps!

Soy complex
U.S. soybean, soybean oil picture for 2024/25 suggests loosening stocks scenario
A quick note on soybean meal

Sugar
Not many supply-side changes expected for production
New crop 2024/25 showing good numbers
Expecting healthy increases?
No growth: What’s driving that?

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Dairy Market Update on May 22, 2024
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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