McKeany-Flavell Hot Commodity Podcast

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....

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  

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 char...

Exiting forward guidance Five new tasks forces to help steer policy Hawkish tone in general A commitment to deliver price stability Next week, don’t miss our Live Seasonal Market Outlook webinar! Wed., June 24, 2026 at 2pm ET / 11am PT Clients, invites are going out now, or anyone can sign up now at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of...

Corn & soy complex U.S. corn crop looks great so far, much to be determined regarding global production for 2026/27 Bio-based diesel consumption of vegetable oil indicated as strong domestically and globally. Wheat Small crops get smaller…. Hard Red winter wheat lowered another 18 million bushels Stocks down 20% YOY at now 744 million bushels Spring wheat crop conditions are excellent: could h...

Corn crop in the ground on time Will it lose acres to soybeans? Entering a high-demand period Will the upcoming World Cup provide a spike in HFCS use? Next week: Ingredion must announce its intention to make a formal bid for Tate & Lyle Our next webinar: Seasonal Market Outlook Wed., June 24, 2026 at 2pm ET / 11am PT Invites rolling out soon! Host: Michael Caughlan, President & CEO Expert:...

Looking toward the “futures” and determining “good value” Soybean oil futures market evolution since the start of the Iran war What happened in deferred contracts? Is palm oil next? Comparing the last strong El Niño event against an impending one A look at pricing dynamics for Malaysian palm oil futures (BMD exchange) Not a client on McKeany-Flavell’s IQ Intelligence Platform? Visit iq.mckeany-fla...

Sugar Beet crop progress is a mixed bag but still optimistic for a good crop Cane production appears to be progressing well despite winter freeze Sweets & Snacks Expo Who attended this year? Flavors and promotions seen on the floor Nostalgic brands and lots of sour! What was Mike’s favorite candy? Save the date for our next webinar! Seasonal Market Outlook Wed., June 24, 2026 at 2pm ET / 11am...

Forecasted Super El Niño and its effect on cocoa Expect dry conditions: Is it already occurring? High fertilizer prices and how they will impact 2026/27 production Chocolate manufacturers heeding the demand of consumers What are some alternatives for cocoa content? Don’t miss next week’s webinar! Wheat Market Update Wed., May 20, 2026 at 2pm ET / 11am PT Clients, invites are going out now, or anyo...

Wheat Wow! goes the WASDE for wheat USDA gives bullish outlook Another wow! Hard red winter wheat production down 36% YOY 2026/27 ending stocks projected down sharply Corn & soy complex 2025/26 changes relatively nominal Corn stocks to tighten in 2026/27 New crop soybean and soybean oil balance sheets show more of the same (in some regards) Sugar 2025/26 ending stocks up on higher imports 2026...

How to build a product for the long term in the GLP-1 space How to market to Gen Z and Millennials Combating “wellness fatigue” as a brand with a case study See Sarah at Sweets & Snacks Expo, Supplier Showcase, May 18 at 2pm Our next webinar: Wheat Market Update Wed., May 20, 2026 at 2pm ET / 11am PT Clients, invites are going out now, or anyone can sign up now at mckeany-flavell.com Happy Mot...

Planting progress: Idaho is 83% planted, well ahead of normal Plains region looking average Red River Valley and Michigan, slow to start What’s the reason? Latest update on the Farm Bill Clarity for farmers? Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Ceasefire talks back on in Pakistan Is WTI crude oil stabilizing? What’s the Fed’s next move? Clients favoring risk aversion Did you miss our U.S. Economy Update Webinar: Critical Inflection Point on Wednesday? Watch now on our IQ platform ! Not an IQ subscriber? Reach out to us to learn more! Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management

News of transit through the Strait of Hormuz collapses crude oil futures Spillover effect pressuring soybean and palm oil futures What’s the timeline for a return to “normal” markets? A quick review of the current fundamentals Our next webinar: U.S. Economy Update Webinar Wed., April 22, 2026 at 2pm ET / 11am PT Clients, invites are going out now, or anyone can sign up now at mckeany-flavell.com H...

Sugar Higher sugar imports leads to offsetting higher deliveries Stocks-to use ratio left unchanged Wheat U.S. and wheat global stocks rise, leading to a neutral to bearish April WASDE Expect more changes in the May WASDE to food and export demand, and new-crop 2026/27 first looks Corn & soy complex U.S. corn balance sheet unchanged, global ending stocks improve Soybean supplies remain adequat...

Weather Winter wheat relief ahead? Potential for rains that are desperately needed 65% of U.S. winter wheat in drought conditions: Highest since 2022 Jobs Headline jobs data beats expectations Wage growth is easily outpacing inflation Underlying long-term trends are still concerning Save the date for our next webinar! Economy Update Webinar Wed., April 22, 2026 at 2pm ET / 11am PT Invites to be ou...

Corn & soy complex Corn and soybean acres fall within acreage expectations, but what will the numbers actually look like by late June? Stocks seem adequate for both corn and soybeans The difference maker will be where those stocks reside Wheat Not the best fundamental news for wheat buyers All wheat acres forecasted at an all-time low of 43.8 million acres 2026/27 production decline risk is ve...

Forfeitures or no forfeitures is a big question Nearly 1.0 billion lbs of sugar under loan in Idaho Is that a real threat? March planting intentions coming out on Tuesday What to expect: Slight decline compared to last year? Did you miss our Seasonal Market Outlook Webinar on Wednesday? Watch now on our IQ platform ! Not an IQ subscriber? Reach out to us to learn more! Host/Expert: Kevin Combs, Vi...

W.W.W. Weather + War + Wheat = volatility! Current conditions for winter wheat are growing concerning Some better hope for rain in April? W.E.I. War + Energy + Inflation = economic chaos! Iran waging economic war via energy Inflation expectations are rising Most Fed members now see the funds rate unchanged for 2026 Commodity buyers should be vigilant on near-term coverage Don’t miss our webinar ne...

Iran’s nuclear option is the Strait of Hormuz Emergency oil release reaction was muted Risk remains highly elevated Be proactive about adding soybean oil coverage Our next webinar is fast approaching! Seasonal Market Outlook Webinar: Navigating the Opportunities & Risks Ahead Wed., March 25, 2026 at 2pm ET / 11am PT Clients, be on the lookout for your invite next week, or anyone can sign up no...

Corn & soy complex U.S. soy and corn balance sheets relatively unchanged Interesting changes to U.S. soybean oil consumption Wheat No changes in U.S. balance sheet Should USDA have increased exports? Attention shifting to new crop 2026/27 with 2025/26 set in stone Sugar Florida cane production lowered from early February freeze High-tier imports increased Our next webinar is fast approaching!...

New MAHA food pyramid could lead to changing consumption GLP-1 and weight management drugs grow in usage What’s a food and/or beverage manufacturer to do in this environment? Save the date for our next webinar! Seasonal Market Outlook Webinar: Navigating the Opportunities & Risks Ahead Wed., March 25, 2026 Clients, be on the lookout for your invite next week, or anyone can sign up now at mckea...

Held in beautiful Championsgate, FL: How was the weather? Demand for sugar and sweeteners pressured from growing GLP-1 use and SNAP restrictions Tariffs are off and then back on again? 2027 negotiations appear to be in no hurry Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Wheat Wheat is worth watching now: futures rallying to six-month highs Long-term bearish outlook still most likely Sugar Sugar forfeiture risk and product reformulations will be two non-traditional drivers for the 2027 market Soy complex Trade and profitability: soybean supply and consumption may hinge on those factors Energy markets, be it biofuel or crude oil, soybean oil prices are at the mercy...

World demand down How’s the weather looking for the mid-crop season? What about surplus? What’s the recent news from Ghana? Arrival numbers have been hard to come by; now we know why! Current market price and recommendations for coverage going forward Happy Valentine’s Day! Host: Eric Thornton, VP Expert: Marilyn Adutwum, Data Analyst