McKeany-Flavell Hot Commodity Podcast

Sugar Louisiana record cane crop boosted USDA cleans up 2024/25 delivery figures Wheat Changes minimal (as expected) for wheat Small decrease to food demand bumps up ending stocks Could we reach 1 billion bushels in ending stocks for new crop 2026/27? Corn & soy complex U.S. corn balance sheet showing slightly lower ending stocks; still neutral to bearish Nothing new and enlightening for soybe...

Why 2026 feels fundamentally different from prior resin cycles How polyethylene supply discipline and inventory management are driving price behavior The growing disconnect between resin indices and real transaction pricing Nonmarket adjustments and why they create confusion—and risk—for buyers What resin buyers should actually be watching right now Host: Nicole Thomas, Vice President – Informatio...

Fed leaves rates unchanged as expected Powell says the levels of uncertainty around employment and inflation have diminished Trump taps Kevin Warsh to head the Fed next PPI inflation comes in a little hot Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management

ASGA is celebrating 50 years of excellence! What will be discussed? Farm incomes dropping Imperative to get beet payments up for the 2026/27 crop year Sugar growers going through generational change Need to support young farmers of America Is the rebound in beet sugar deliveries sustainable? Did you miss our Key Ingredients in 2026 Webinar on Wednesday? Watch now on our IQ platform! Not an IQ subs...

Winter Wheat Seedings report Current look at winter wheat conditions and weather U.S. exports capped at 900 million bushels? Recommendations for strategy and coverage Join us next Wednesday, January 21 for our first webinar of the year! Key Ingredients in 2026 Webinar: Anticipate Volatility & Plan Effectively Clients, be on the lookout for your invite, or anyone can sign up now at  mckeany-fla...

Corn & soy complex Bearish surprise for U.S. corn via production Soybean ending stocks higher as a result of paltry export demand What gives with U.S. soybean oil stocks? Sugar Louisiana cane production forecast breaks record! Sugar deliveries forecast to drop, but by how much? Wheat Catch up with wheat S&D on this Friday’s pod! Join us Wednesday, January 21 for our first webinar of the ye...

Economy Lackluster headline jobs growth with revisions lower Unemployment rate reverses recent uptick Fed still eyes 50-basis-point rate cuts this year Weather NOAA’s latest forecast reveals a potential El Niño in H2 2026? What crops could be affected? Current conditions in the U.S. have been drier due to the weak La Niña weather pattern Join us on Wednesday, January 21 for our first webinar of th...

Corn wet milling Investments made will impact availability of liquid sweeteners Sugar World sugar stays under 17 cents per lb Brazil: Another monster crop STU goes up: 18% by summer More forfeitures during the summer months Wheat U.S. acreage at an all-time low Global production output to be more like last year’s than this year’s output (800 MMT vs. 837 MMT) Soy complex & edible oils Resurgenc...

...and Nicole's got the mic, rhyming her way through a poem that is sure to be liked. Happy holidays from McKeany-Flavell! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

Soybean oil futures Why do we keep coming back to the same spot? Soybean oil in biofuels A combo of the known and unknown Food consumption Consumer trends of all forms to drive demand GLP-1s: A fad or here to stay? Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

USDA punts any U.S. production changes to January Expect more volatility and market attention next month Corn The only change? Increase to exports  Soy complex No changes to the U.S. soybean balance sheet Wheat Ditto for U.S. wheat balance sheet: No changes Global wheat production rose further Now a 5% increase vs. 2024/25 Sugar Beet sugar production lowered, while cane increased Host: Michael Cau...

Ethanol from corn and high sugar share increasing Brazil production in 2024/25 Global surplus pressuring world # 11 sugar prices When will low prices impact production? Missed Wednesday’s webinar on Systematic Timing Models? Watch now on our IQ platform! Not an IQ subscriber? Reach out to us to learn more! Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Swe...

FOMC decision on Dec. 10 Crude oil production vs. demand Supreme Court ruling on Trump tariffs Dec. 9 WASDE Next Wednesday is our last webinar of 2025! Procurement Timing Models: Taking the Emotion Out of Procurement Wed., December 3, 11am PT / 2pm ET Clients, be on the lookout for your invite, or anyone can sign up now at mckeany-flavell.com Happy Thanksgiving! Host/Expert: Eric Thornton, VP Expe...

Will the closure of refining cause some regional tightness? Burdensome inventories for both beet and cane Will it keep pressure on prices? The International Sweetener Colloquium is now on the radar! Come prepared to talk 2027 Mark your calendars for our next webinar! Procurement Timing Models: Taking the Emotion Out of Procurement Wed., December 3, 11am PT / 2pm ET Clients, be on the lookout for y...

Corn Downward revision to usage for feed and residual Soy complex Soybean carry-in lowered a bit Most puzzling was soybean oil! Wheat U.S. balance sheet as expected Higher production boosts U.S. stocks Global wheat production increases galore! Sugar Massive adjustments to sugar deliveries Both beet and cane production lowered Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice...

Q4 2025 snapshot of market conditions Is market softness present? Preparing for 2026 with budget considerations Not a client on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more! Commodity dashboards Dynamic data & interactive charts Analytics & calculators Price forecasts Downloadable data, charts, and tables Host: Nicole Thomas, Vice President – Informat...

Soybeans Soybean prices “rise from the dead” to 15-month highs! China/U.S. trade announcements require careful analysis How impactful in the short and long term? Chocolate Halloween chocolate prices are up, up, up! Retail chains may be running some promos to try and get a lot of volume sold Will they be successful? Want to go more in depth on cocoa? Join us for next week’s webinar! Cocoa Market Up...

Not much movement on price direction for 2026 Corn wet millers offering multiple solutions to manage coproducts Product demand is still a concern going into negotiations Two webinars back-to-back! Make sure to register for both! Seasonal Market Outlook Webinar Wed., October 29, 11am PT / 2pm ET Cocoa Market Update Webinar Wed., November 5, 11am PT / 2pm ET Clients, be on the lookout for your invit...

Corn Corn yield likely falling on disappointing harvest results thus far Record crop still expected north of 16 billion bushels Corn exports appear to remain strong; other categories remain to be seen Wheat U.S. wheat production increases should boost ending stocks Could U.S. export demand surpass 900 million bushels? Winter wheat plantings about 65% complete Conditions improving in soft red winte...

Big question: Will the government shutdown end in time for November WASDE? Corn Corn carry-in up Yields down, but still a record Harvest acres lower? Future S&D risks: Feed and exports Sugar Sugar production likely lower than September WASDE Will sugar deliveries decline for a second consecutive year? Save the date for our next webinar! Seasonal Market Outlook Webinar Wed., October 29, 11am PT...

Soybean production could be lower than expected due to late-season weather dynamics Soybean meal needs more homes Soybean oil market ambiguity continues Save the date for our next webinar! Seasonal Market Outlook Webinar Wed., October 29, 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  Exper...

Corn futures may have already hit harvest lows Feed demand picks up in December Could that support coproduct values through Q1 2026? Key to wet milling contract negotiations: Understanding corn grind allocation Not a client on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more! Commodity dashboards Dynamic data & interactive charts Analytics & calculators P...

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 s...

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,...

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...