100 episodes

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

McKeany-Flavell Hot Commodity Podcast McKeany-Flavell

    • Business

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

    Let's unpack the June USDA Acreage & Grain Stocks reports

    Let's unpack the June USDA Acreage & Grain Stocks reports

    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 not


    Farmers still have full grain bins
    What does that mean for any price rallies?

    Soybean acres take a hit
    How does that leave the balance sheet looking?

    McKeany accurately hits the wheat stocks estimate!
    Mark your calendar for our next webinar!
    Wheat Market Update
    Wednesday, July 31
    Registration 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

    • 17 min
    Rousing activity in wheat! What’s the latest?

    Rousing activity in wheat! What’s the latest?

    Update on the U.S. winter wheat harvest and spring wheat conditions
    Russia’s crop bigger than expected?
    U.S. exports are strong
    Up 25% YOY

    Don’t forget to register for our next webinar!
    Summer Market Outlook on June 26, 2024
    Look for your email invite or register directly at mckeany-flavell.com

    Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist

    • 12 min
    Grab your passport & go ‘round the world (sugar)

    Grab your passport & go ‘round the world (sugar)

    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 Thailand
    Our next webinar is coming up!
    Summer Market Outlook on June 26, 2024
    Look for your email invite or register directly at mckeany-flavell.com

    Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

    • 12 min
    A Wednesday WASDE

    A Wednesday WASDE

    June WASDE is the “appetizer before the entrée”
    No major changes
    All eyes on the Jun. 28 Acreage report

    Wheat
    U.S. wheat exports on the rise as Black Sea output falls

    Corn / Soy Complex
    No changes to U.S. corn
    Small true-ups in soy complex

    Sugar
    Current crop beet sugar production lowered 
    High-tier imports increased for current and new crop
    Mexico ending stocks up: Bearish!

    Don’t forget to register for our next webinar!
    Summer Market Outlook on June 26, 2024
    Look for your email invite or register directly at mckeany-flavell.com

    Host/Expert: Kevin Combs, Vice President – Global Sweeteners SpecialistExpert: Eric Thornton, Commodity Specialist

    • 21 min
    This is bull…ish!

    This is bull…ish!

    Weather’s been good, but you never know!
    Biofuel production to grow in 2024/25
    No exports? Not just yet…
    Don’t forget to register for our next webinar!
    Summer Market Outlook on June 26, 2024
    Look for your email invite or register directly at mckeany-flavell.com 

    Host/Expert: Eric Thornton, Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services

    • 24 min
    Mexico sugar: It’s gonna be a wild ride!

    Mexico sugar: It’s gonna be a wild ride!

    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 forecast
    How does this affect HFCS heading to Mexico?
    Our next webinar:
    Summer Market Outlook on June 26, 2024
    Look for your email invite or register directly at mckeany-flavell.com

    Host: Michael Caughlan, President & CEOExpert: Kevin Combs, Vice President – Global Sweeteners Specialist
     

    • 14 min

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