McKeany-Flavell Hot Commodity Podcast

Where is the corn sweetener market currently in negotiation? Corn crop is seeing some challenges in August Top-end yield expectations could be revised lower Co-product credit reconciliation and reporting will be a major topic of discussion Mark your calendar for our upcoming webinar! Energy Market Update Webinar Wed., September 17, 11am PT / 2pm ET Clients, be on the lookout for your invite, or an...

Pro Farmer sees strong corn yields for much of the Belt Soybean pod counts well above last year for a few states Findings for one “I” state leave room for uncertainty As is often the case, regional weather dynamics may come into play for final national averages Not a customer on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer subscribers...

Sugar Beet crop is looking excellent Potential record yields? Harvesting has begun! Louisiana crop raised while Florida stays about the same Corn Huge record on yield! Due to lots of crops and good weather Biggest surprise? More acreage picked up Soy complex What corn gained, soybeans lost Planted acres and exports down Wheat More loss of acreage Yield up a bit Exports revised higher Not a custome...

What is the ASA Symposium? Who attends and what's discussed Will the new Farm Bill become law this year? Farmers’ take on the 2025/26 crops How are those crops in Florida and Louisiana doing? Big takeaway: America’s farmers first, and no specialty refined quota You can find much more info on sugar and other commodities on McKeany-Flavell's IQ Intelligence Platform Visit mckeany-flavell to learn mo...

Crop progress Ideal weather for the U.S., but what about Canada and Europe? Corn: What’s up with those big numbers?!? Be on the lookout for August dryness and the hurricane season ramping up Freight Union Pacific makes a major announcement (billions, not millions!) Ocean, rail, and trucking updates Which one is most stable at the moment? Tariffs Battling exhaustion Exceptions for certain productio...

Current weather and conditions in West Africa Anemic Q2 cocoa bean grind figures weigh on the market Ghana is planning to change the new crop year start date from Oct. 1 to Aug. 1  Hershey announces more price increases? Halloween candy spared (for now) Not a customer on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer subscribers 24/7 ac...

Consumer inflation edges higher in June Wholesale prices surprise by falling Market shaves off some of the rate reductions but still sees lower funds target at year-end Is Chairman Powell content to keep rates steady until tariff rates and policies are better understood? Not a customer on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer s...

Wheat U.S. wheat ending stocks projected higher YOY Production up due to higher yields? Global production is declining Corn U.S. corn ending stocks fall further for this year and next Who is the big buyer of corn? Consumption assumptions are strong! Soy complex BBB and EPA driving large biofuel consumption for soybean oil in 2025/26 Food use change is a head-scratcher What’s 2025/26 looking like?...

Recap of the Acreage and Grain Stocks reports How’s the weather forecast looking for the first half of July? Trump’s tariff deadline is next week, Jul. 9 Will we see more threats and volatility? Our upcoming webinar: Wheat Market Update Webinar Wed., July 19, 11am PT / 2pm ET Be on the lookout for your invite or sign up now at mckeany-flavell.com Host: Michael Caughlan, President & CEO   Exper...

Contrarian growth points: Q2 2025 GDP set to rebound, but how sharply? Forward inflation favorable to Fed’s target Will tax cuts be extended? Prediction! Interest rates lower this time next year Equities hit record high USDA's Acreage and Grain Stocks reports out on Monday! Setting the tone for the coming months Mike is live at the Western Candy Conference! Save the date for our next webinar! Whea...

Meet RTi Global Who they are and what they do Find them on YouTube: https://www.youtube.com/@RTiGetResinSmart And LinkedIn: https://www.linkedin.com/company/resin-technology-inc/ Polyethylene (PE) and polypropylene (PP) Where we are and where have we been? Hurricane season could add market volatility Tariffs, geopolitics, and trade are impactful in resins, as is the case with everything else! Mark...

Typical June WASDE with few changes to grain supply and demand estimates Corn 2024/25 corn exports increased, lowering ending stocks by same amount Brazil and Argentina corn production unchanged at 130 MMT and 50 MMT Wheat 2025/26 wheat saw a healthy increase to exports Soy complex No changes to U.S. soybean complex estimates Sugar Sugar deliveries continue to trend lower Beet production also lowe...

Brazil Harvest ramping up with production expected to increase Corn crops encroaching on sugar? India Production to rebound in 2025/26 What are the struggles their sugar crops are facing? Thailand Next key exporter behind Brazil Can we expect a similar crop to last year? What are #11 world futures market trading at now? Our upcoming webinar! Seasonal Market Outlook Webinar: Summer Crop Estimates &...

Legacy vs. disaggregated report Long format vs. short format Futures only vs. futures and options Commercial vs. non-commercial Managed money vs. other report tables The supplemental CIT report Save the date for our next webinar! Seasonal Market Outlook Webinar: Summer Crop Estimates & Market Direction Wed., June 25, 11am PT / 2pm ET Look for your invite going out the week of June 9 or sign up...

Memorial Day is here, and current conditions in the U.S. are ideal Spring row crops off to a good start A pattern switch to more warmth and dryness is still expected Hurricane season begins Jun. 1 Another active year is forecasted Missed our 2025 Spring Market Seminar in April? IQ Premier-level subscribers may now watch presentation videos here ! Not an IQ platform subscriber? Contact us to learn...

What’s new this year at the Sweets and Snacks Expo? Sugary treats vs. chocolate offerings: Who’s winning? Freeze-dried candy: Even bigger than last year! Lots of talk around new regulations for artificial dyes and possible challenges Wheat Wheat crop tour in Kansas showing good potential Some risk of virus and disease Could use an end to the rains in June before harvest H2 2025 wheat futures: Buy...

Corn and soy complex Initial 2025/26 corn and soybean projections present headscratchers for consumption Higher YOY consumption for 2025/26 in corn for feed, exports, and soybean oil for biofuel and food Wheat New crop 2025/26 wheat stocks projected to reach a six-year high Many questions on wheat supply: Perhaps too optimistic out of the gate? Global wheat production reaches a record, while stock...

Sugar beet plantings are nearly complete What are the initial 2025/26 WASDE beet estimates likely to be? 2026 contracting is picking up pace, at about 50% complete Missed our 2025 Spring Market Seminar in April? IQ Premier-level subscribers may now watch presentation videos here ! Not an IQ platform subscriber? Contact us to learn more! Our next webinar is coming up! Economy Update Webinar: Econom...

GDP contracts for the first time since March 2022 Unemployment rate unchanged, with an increase to month-over-month non-farm jobs What were the job winners? Why are manufacturing jobs remaining problematic? Thanks to all who participated in our 2025 Spring Market Seminar! Videos available soon on our IQ platform for IQ subscribers who attended! Save the date for our next webinar! Economy Update We...

Cocoa Why is cocoa remaining a commodity headache? Q1 2025 cocoa bean grinds were better than expectations U.S. cocoa bean stocks improve Sugar Brawley, CA sugar beet plant to close What does it mean for the sugar market? Thanks to all who participated in our 2025 Spring Market Seminar! Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor

The dreaded “T” word and its impact on a few edible oil categories Why the bullishness in soybean oil futures? Join us next Wednesday, April 23! McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all clients! Not a client? It’s only $395 per person to attend! Visit mckeany-flavell.com to register today! Host: Craig Ruffolo, Vice President –...

Soy complex Slight change to soybean ending stocks Production increases in soybean oil along with decreases to biofuels and food use were mostly offset by an increase to exports Wheat Significant increases to hard red winter and spring wheat How has the market reacted? Corn Corn use up putting ending stocks-to-use down Sugar Beet production up to a record, while cane production is lowered High-tie...

Recent avian flu hits & spring migration Egg supply & current demand  A sneak peek at eggs being covered at our Spring Seminar McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all clients! Wednesday, April 23, 2025 Have you registered? Visit mckeany-flavell.com to get it done! Host: Eric Thornton, Senior Commodity Advisor Expert: M...

Corn and soybeans Corn, soybean acreage relatively in line with pre-report estimates Less corn, soybeans in on-farm storage than last year Wheat Second fewest planted wheat acres on record Hard red spring wheat down how much? Wheat stocks come in slightly bearish and above expectations Sugar Beet planting area forecast to increase Minnesota and North Dakota both up McKeany-Flavell’s 2025 Spring Ma...

Market expects more corn acreage vs. soybeans, but just how much? Wheat acres could see a small increase vs. last year Wheat futures also reach fresh contract lows today: Great buying opportunity! Grain stocks may surprise more than the acreage report, so too could the Apr. 2 tariff deadline McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for...