McKeany-Flavell Hot Commodity Podcast

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 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-flavell.com

Host: Michael Caughlan, President & CEO
E...

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 Resurgence in biofuel production Conventional canola oil is the least expensive option for a good chunk of 2026 Impact of weight management drugs continues Anti-seed oil trend to pick up traction Economy & energy Three rate cuts during 2026: 2.75% to 3...

...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 Caughlan, President & CEO
Expert: Eric Thornton, VP
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

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 Sweeteners Specialist

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
Expert: Shawn Bingham, Director of Commodity Risk Management

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 your invite, or anyone can sign up for both now at mckeany-flavell.com

Host/Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Craig Ruffolo, Vice President – Commodity Specialist

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 President – Information Services
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornton, VP

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 – Information Services
Guest Expert: Michael Workman, Growth Director at ResinSmart by RTi Global
Guest Expert: Kevin Mekaru, Senior Business Unit Lead, Commodity Plastic Resin, RTi Global
www.resinsmart.ai

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 Update Webinar Wed., November 5, 11am PT / 2pm ET Clients, be on the lookout for your invite, or anyone can sign up now at mckeany-flavell.com Happy Halloween!

Host: Michael...

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 invite, or anyone can sign up for both now at mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist

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 winter wheat area Soy complex Chinese soybean import demand could be hit or miss for the U.S., with or without a deal Domestic soybean oil consumption soft with potential for some export demand offset Our next webinar is fast approaching! ...

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 / 2pm ET Clients, be on the lookout for your invite, or anyone can sign up now at mckeany-flavell.com

Host/Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Shawn Bingham, Director of Commodity Ris...

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 
Expert: Nicole Thomas, Vice President – Information Services

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 Price forecasts Downloadable data, charts, and tables 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<...

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 subscribers 24/7 access to Real-time market updates and technical analysis Discussion of supply and demand fundamentals Price forecasts As well as charts, tables, and downloadable PowerPoint market overviews

Host...

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, soybeans, and soybean oil Sugar Beet production lowered, while cane production increased Mexican imports cut in half under Suspension Agreement rules Stocks-to-use still well above the target Next week is our...

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 webinar! Energy Market Update Webinar Wed., September 17, 11am PT / 2pm ET Clients, be on the lookout for your invite, or anyone can sign up now at mckeany-flavell.com

Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Cra...

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 anyone can sign up now at mckeany-flavell.com

Host: Eric Thornton, Senior Commodity Advisor
Expert: Craig Ruffolo, Vice President – Commodity Specialist

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 24/7 access to Real-time market updates and technical analysis Discussion of supply and demand fundamentals Price forecasts Charts, tables, and downloadable PowerPoint market overviews

Host: Shawn Bingham, Director of Commodity Risk Manage...

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 customer on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more about IQ, where we offer subscribers 24/7 access to real-time market updates and technical analysis discussion of supply and demand fundamentals price fo...

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 more about what we offer 24/7 to our subscribers!

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

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 productions like coffee or tropical oils? Ag policy: How the USDA is being restructured

Host: Michael Caughlan, President & CEO  
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor

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 access to Real-time market updates and technical analysis Discussion of supply and demand fundamentals Price forecasts As well as charts, tables, and downloadable PowerPoint market overviews

Host: Eric Thornton, Senior Commodity Advisor
Expert: Marilyn Adutwum, Dat...

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 subscribers 24/7 access to: Real-time market updates and technical analysis Discussion of supply and demand fundamentals Price forecasts As well as charts, tables, and downloadable PowerPoint market overviews

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Di...

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? Sugar Sugar deliveries for food use are down from last year What’s the forecast for 2026? Beet production lowered Mexico imports down Next week is our Wheat Market Update Webinar! Wed., July 19, 11am PT / 2pm E...

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  
Expert: Eric Thornton, Senior Commodity Advisor

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! Wheat Market Update Webinar Wed., July 19, 11am PT / 2pm ET Look for your invite going out next week or sign up now at mckeany-flavell.com

Host: Craig Ruffolo, Vice President – Commodity Specialist
Expe...

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! Market outlook and strategies for resin buyers to consider Our next webinar is next week! Seasonal Market Outlook Webinar: Summer Crop Estimates & Market Direction Wed., June 25, 11am PT / 2pm ET Look out for your invite or sign up now...

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 lowered for current and next year   Update on sugar negotiations Our next webinar is fast approaching! Seasonal Market Outlook Webinar: Summer Crop Estimates & Market Direction Wed., June 25, 11am PT / 2pm ET Look out for your invite or sign up on m...

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 & Market Direction Wed., June 25, 11am PT / 2pm ET Look for your invite going out the week of June 9 or sign up now on mckeany-flavell.com

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

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 now on mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Commodity Risk Management

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 more!

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

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 now? 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 fast appr...

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 stocks remain flat Sugar 2024/25 deliveries for food use lowered by how much? Initial 2025/26 beet production forecast for beet and cane Missed our 2025 Spring Market Seminar in April? IQ Premier-level subscribers may now watch presentation videos here! Not an IQ platform subscriber...

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: Economic Growth, Employment, Inflation, & Global Trade Wed., May 21, 11 am PT / 2 pm ET Look for your invite or sign up now on mckeany-flavell.com

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

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 Webinar: Economic Growth, Employment, Inflation, & Global Trade Wed., May 21, 11 am PT / 2 pm ET Look for your invite going out next week or sign up now on mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – In...

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 – Commodity Specialist
Expert: Nicole Thomas, Vice President – Information Services

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-tier imports increased McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all clients! Wednesday, April 23, 2025 Visit mckeany-flavell.com to register today!

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Di...

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: Marilyn Adutwum, Data Analyst

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 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/Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Nicole Thomas, Vice Pres...

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 all clients! Wednesday, April 23, 2025 Visit mckeany-flavell.com to register today!

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

Wheat U.S. winter wheat crop has endured challenges Will April rains be welcomed? Weather La Niña expected to fade in the coming weeks U.S. Midwest dealing with more drought and dryness headed into spring planting season Economy Fed holds rates steady but eases via treasury holdings FOMC lowers 2025 growth forecast and raises inflation forecast With two opposite battles to find, will Chairman Powell likely choose slowing growth as the most eminent problem? Join us next Wednesday, March 26 for our Seasonal Market Outlook webinar! Look out for your invite or sign up now on mckeany-flavell.com McKeany-Flavell’s 2025 Spr...

Inflation, while elevated, is taking a back seat to tariff troubles Consumer sentiment and spending is declining, raising questions about future demand Wall Street and others are lowering their U.S. growth forecasts: Will this spread globally? Time to talk 2026 sugar with your suppliers May the Luck O’ the Irish be with you! Our next webinar: Seasonal Market Outlook Wednesday, March 26, 2025 Look for your invite next week, or sign up now on mckeany-flavell.com McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all clients! Wednesday, April 23, 2025 Visit mckeany-flavell.com to register today!

Host/Expert: Crai...

Corn and soy complex U.S. corn, soybean balance sheets unchanged with much in the way of consumption uncertainty Global S&D for corn and soybeans both show declining ending stocks vs. last month’s report Wheat USDA cuts exports due to slower sales and shipments Global wheat ending stocks FINALLY deviate from the 257 MMT stranglehold! Sugar Sugar deliveries lowered Beet production increased to a record amount Our next webinar: Seasonal Market Outlook Wednesday, March 26, 2025 Look for your email invite, or sign up now on mckeany-flavell.com McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all...

Outlining risks and impacts in the short- and long-term for grains and softs Import tariffs and agricultural products coming in… Impact on some edible oil, corn-derivative, cocoa, and sugar markets Retaliatory tariffs and agricultural products going out… Impact on corn, wheat, soy complex, and meat exports Wheat Impacts net bearish long term, but regional basis could rise without Canadian wheat imports Cocoa Cocoa products from Canada subject to “pantry loading” ahead of tariffs—or users pushing out orders to avoid tariffs Sugar Mexican sugar imports at risk of tariffs—longer-term price implications Bearish corn, soybeans, and soybean meal but very supportive f...

Corn Acreage near expectations Ending stocks to grow Will we see growth in consumption in 2025/26? Soybeans Small reduction in yield Ending stocks to decline, but consumption remains a question Wheat U.S. wheat acreage target vs. 2024 Some questions around spring wheat acres and yield being too high Ending stocks could offer a small surplus McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all clients! Wednesday, April 23, 2025 Visit mckeany-flavell.com to register today!

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor

Focus: What's happening in the sugar industry and with sugar negotiations Big question: How are negotiations at this year’s Colloquium comparing to the past few years? Patient vs. pushing Are we seeing the “first buy is the best buy” mentality this year? Big topics: Upcoming crop outlook Tariffs, demand, and weight-loss drugs Will the sugar still flow? What about sugar-containing products? Possible situation with domestic production and consumption? It's going to be an interesting round of negotiations over the next few months! Shout-out to Craig Ruffolo and Shawn Bingham for their fantastic presentations! McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends...

Wheat Assessing winterkill risk on wheat HRW: What does the 10-year harvested area average look like? How does this winter compare to years past? Commodity index funds Inflation worries are driving new investor money into commodity index funds Top diversified commodity funds are seeing strong growth in new assets Update on allocations to agricultural commodities as part of a diversified fund portfolio  How much have these funds contributed to new long positions in corn, wheat, and sugar futures from last year's lows? 2025 International Sweetener Colloquium Kicks of this Sunday, Feb. 23 Seven representatives of McKeany-Flavell will be in attendance Watch Craig R...

Cocoa arrival numbers and weather tell of a promising season ahead Major cocoa and chocolate producers are concerned about how cocoa prices can affect their financial performance and projections for the year Q4 2024 grind showed a decline in demand: Will Q1 2025 grind help with the trajectory? McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Wednesday, April 23, 2025 Registration is now open!

Host: Eric Thornton, Senior Commodity Advisor
Expert: Marilyn Adutwum, Data Analyst

Corn and soy complex USDA leaves U.S. corn/soybean balance sheet unchanged Wheat Limited changes to note for wheat U.S. wheat food demand increases, but was it justified? Global endings stocks: How much lower vs. last year? Sugar Sugar deliveries now compared to last year TRQ imports lowered McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Wednesday, April 23, 2025 Registration is now open!

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Jobs number disappoints slightly but revisions to prior months were positive Unemployment rate falls to lowest in eight months Wage growth is accelerating but will it keep the Fed sidelined? Final tariff policy and impact still a big unknown: Leaning towards inflationary? McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Wednesday, April 23, 2025 Registration is now open!

Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Shawn Bingham, Director of Commodity Risk Management

Will Mexico production fall below the 5.094 MMT forecast? How tariffs on Mexico may impact sugar trade McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Wednesday, April 23, 2025 Registration is now open!

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

What impacts did we see from the harsh winter weather this week? Louisiana cane crop concerns Winter wheat threatened Rumors of peace negotiations between Russia and Ukraine Next week! Don’t miss our Key Ingredients in 2025 webinar Wednesday, January 29, 2025 at 11 am PT / 2 pm ET Register now at mckeany-flavell.com or look for your invite starting next week

Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornton, Senior Commodity Advisor

December jobs boost economic expectations December FOMC points to higher inflation and fewer rate cuts Policy decisions to ban future oil drilling and add new sanctions to Russia, along with threats from Canada, spike crude prices January WASDE bullish to grain market? No shortage of volatility ahead of next Monday’s Inauguration Day! Our next webinar: Key Ingredients in 2025 Wednesday, January 29, 2025 at 11 am PT / 2 pm ET Register now at mckeany-flavell.com or if you’re a client, look for an invite in your inbox

Host: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Director of Commodity Risk Manage...

Corn and soy complex USDA surprises with reduced U.S. production for corn, soybeans Domestic soybean oil balance sheet is likely more ominous than ending stocks would indicate Wheat Winter wheat acres on the rise! Up how much from 2024? Grain stocks and WASDE about as expected Sugar Beet production increased A boost to stocks-to-use ratio Our next webinar: Key Ingredients in 2025 Wednesday, January 29, 2025 at 11 am PT / 2 pm ET Register now at mckeany-flavell.com or look for your invite starting next week Our thoughts and prayers are with those affected by the LA fires

Host: Michael Caughlan, President & CEO
...

Commodity trading advisor (CTA) assets under management  Down from 2022 peak but still significant Large CTAs trade as many as 250 futures contracts globally Which category manages the majority of assets? Between January 2021 and February 2024, fund managers rode corn from record-long to record-short positions How many contracts did they sell? How were speculators positioned in last year's soybean oil market? Lack of speculator liquidity likely helped fuel cocoa rally in 2024 Mark your calendars for our next webinar! Not to be missed! Key Ingredients in 2025 January 29, 2025 11am PT / 2pm ET Registration opens soon at mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Ex...

Corn Corn acres will go up on better returns than soybeans Feed demand may shrink due to continued issues of avian flu Exports are being front-loaded but could stall in the second half Could ending stocks equal 2024?
Sugar At what prices will sugar futures be trading in 2025? Strong supplies and slightly lower demand in 2025 to pressure 2026 contracting, but by how much? Wheat Ditto or status quo on 2025 vs. 2024? What to expect from 2025/26 U.S. stocks surplus, as well as global stocks Expectations for 2025/26 U.S. wheat exports Two more countries will approve HB4 GMO wheat: Guesses as to who ...

Find a warm, cozy spot and listen to Nicole showcase her annual holiday poem, as only she can do. 

Happy Holidays!

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services

U.S. winter wheat crop conditions are strong heading into winter Is La Niña still forecasted? Speculators may liquidate hefty short positions Russia/Ukraine war full of uncertainty and will enhance volatility What to expect from commodities in 2025? Keep an eye out for our 2025 predictions podcast coming to you soon!

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

Wheat Wheat exports increase Stocks fall Soy complex Soybean balance sheet unchanged for U.S. Global stocks still huge Corn Production down globally Stronger use for corn in the U.S. How’s ethanol demand looking? Sugar USDA raises import level: How disappointed will Mexico be? Believe it or not, the International Sweetener Colloquium is right around the corner! (February 23-26, 2025): See you there! Keep an eye out for our 2025 predictions podcast! Coming to you soon.

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

Market fundamentals Global markets European production issues for crops Domestic markets Latest crush report shows 10-year lows How likely are we to see sustained price relief for vegetable oils? The incoming U.S. administration spells lots of uncertainty Biofuel policy, imports, tariffs, and even TikTok Used cooking oil and its effect on soybean oil usage in biofuels Interested in learning more about coconut oil products? Head over to mckeany-flavell.com to watch our video, “Going Coconuts”!

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services

Contracting is nearing its completion Results are a mixed bag Corn prices were not a factor Product demand assisted in price offers for 2025 Wet mill operations show little change New production at Ft. Dodge and Shenandoah U.S. Corn Wet Milling Industry Study, 2023 Edition! What buyers, consumers, and investors need to know Processes, products, pricing, and growth potential Visit us at mckeany-flavell.com to purchase your copy today! Happy Thanksgiving!

Host: Shawn Bingham, Director of Commodity Risk Management
Expert: Craig Ruffolo, Vice President – Commodity Specialist

Little change in total U.S. herd: Where are we sitting now? Yield or productivity per cow at the farm level How has total milk output been measured on a cumulative YTD basis through October? Missed our webinar on Wednesday? Watch now on IQ! Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk Management Not an IQ subscriber but want to learn more? Reach out to McKeany-Flavell to find out how an IQ subscription can benefit you and your company today.

Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant

Weather NOAA’s latest odds of a La Niña are declining: Will it actually arrive? Winter weather expectations may not be as threatening to crops like wheat The markets CPI sees three consecutive months of increases How much did the PPI move over the last three months? Fed Powell surprises market with hawkish comments Don’t forget to register for next Wednesday’s webinar! Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk Management November 20, 11am PT / 2pm ET Register at mckeany-flavell.com today!

Host/Expert: Shawn Bingham, Director of Commodity Risk Management
Expert: Eric Thornton, Senior...

Sugar USDA adjusts for early harvest sugar Shifts in old crop numbers Wheat Few changes for wheat, global stocks remain steady at 257 MMT Shout out to Kazakhstan with a 2 MMT increase to production! Corn & Soy Complex Both U.S. corn and soybean yields reduced (and much more for the latter). Ending stocks of soybean oil growing more ominous for 2024/25

Register for our next webinar on November 20, 2024 at 2:00 PM ET!
Revisiting Systematic Timing Models
Visit mckeany-flavell.com to reserve your seat today!

Host/Expert: Nicole Thomas, Vice President – Information Services 
Experts: Kevin Combs, Vice President – Globa...

With hefty chocolate prices scaring consumers, will we see a bias for sugar-based confectionery treats? Prices at the grocery store: Chocolate candies vs. sugar, candy, and gum Retailers are promoting more aggressively to move products Will price increases continue to insulate most companies on earnings/sales? Mark your calendars for our next webinar! Revisiting Systematic Timing Models with Dir. of Risk Management, Shawn Bingham Wednesday, Nov. 20, 2024 Registration opens week of Nov. 4 at mckeany-flavell.com Clients check your inboxes

Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant

Weather trending more bullish by the month for wheat U.S. wheat exports up YOY, but pace is slowing Global supply tightening leading to elevated edible oils prices Geopolitical factors, election outcome, and consumer behavior are impactful unknowns for vegetable oil consumption U.S. Corn Wet Milling Industry Study, 2023 Edition! What buyers, consumers, and investors need to know Processes, products, pricing, and growth potential Visit us at mckeany-flavell.com to purchase your copy today! Missed this week's Fall Market Outlook webinar? If you're an IQ subscriber, watch it now on the IQ Platform! Not a subscriber? Reach out for a...

Energy volatility has been heightened by the ongoing events in the Middle East Disruption to the flow of crude through the Strait of Hormuz remains the biggest risk U.S. oil production reaches a new peak Could global economic slowing see WTI spend more time below $70 than above? Webinar next week! Fall Market Outlook Wednesday, October 23 Registration is now open! Check your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management

Wheat U.S. wheat stocks decline, but still up YOY Soy complex Soybean & soybean oil balance sheets unchanged Corn See soy complex Sugar Beet sugar production up 2023/23 high-tier raised by how much? Now available for purchase! McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition What buyers, consumers, and investors need to know Visit us at mckeany-flavell.com to learn more Don’t forget to register for our next webinar! Fall Market Outlook on October 23, 2024 Registration is now open! Check your email or visit mckeany-flavell.com

Host/Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornt...

The strike is off! (at least for now…) Good jobs report with some points of consideration Turmoil in the Middle East putting at least a temporary floor beneath futures prices Don’t forget to register for our next webinar Fall Market Outlook on October 23, 2024 Registration opens week of Oct. 7 at mckeany-flavell.com Clients check your inboxes

Host/Expert: Shawn Bingham, Director of Risk Management
Expert: Nicole Thomas, Vice President – Information Services

September stock revisions Net bullish for corn Neutral for soybeans Wheat production fell by how much? Harvested area for wheat increases, while yield falls Next webinar! Fall Market Overview Wednesday, Oct. 23, 2024 Registration opens week of Oct. 7 at mckeany-flavell.com Clients check your inboxes

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

Would you like cheese, butter, nuts, eggs, or frozen fruit?

#11 raw sugar futures rallying, up 5 cents in last month Dryness in Brazil reducing 2025 production expectations India not expected to export sugar despite industry calls to do so Don’t forget to register for next week’s webinar! Energy Markets Update on September 25, 2024 Registration is now open! Check your email or visit mckeany-flavell.com

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

Wheat Tame WASDE for wheat No change on the U.S. balance sheet EU production cut 4 MMT: Is it enough? Corn and soy complex Corn and soybeans are snoozers Will bearish conditions continue for now? Sugar The old crop is finalizing, while the new crop is just getting started 2023/24 sugar stocks up! 2024/25 Mexican imports lowered? U.S. Corn Wet Milling Industry Study, 2023 Edition! What buyers, consumers, and investors need to know Processes, products, pricing, and growth potential Visit us at mckeany-flavell.com to purchase your copy today! Don’t forget to register for our next webinar! Energy Markets Update on Se...

Acreage expectations: the case could be made for more wheat acres for 2025/26 Current conditions are not ideal and La Nina’s influence could cause issue this winter McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition
All industrial buyers and consumers of corn-derived products, as well as investors in that field,
should understand the corn wet milling process, product portfolio, pricing, and industry growth potential.  Now available for purchase at mckeany-flavell.com!

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

Two theories for the shape of the forward curve What is a normal forward curve? Risk-free arbitrage Over and under supplied markets Corn, soybeans, and wheat The importance of a meat thermometer this holiday weekend Now available for purchase! McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition What buyers, consumers, and investors need to know Visit us at mckeany-flavell.com to learn more

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management

Most recent changes made by USDA on milk production and herd size How have revisions USDA has made to prior numbers affected the outlook? Where we stand on YTD milk output What do dairy buyers need to be on the lookout for? Next webinar! Economy and Energy Wednesday, Sep. 25, 2024 Registration opens on Sep. 11 at mckeany-flavell.com Clients, check your inboxes Now available for purchase! McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition What buyers, consumers, and investors need to know Visit us at mckeany-flavell.com to learn more

Host: Michael Caughlan, President & CEO
Expert: Jef...

What’s the global oilseed outlook for 2024/25? How are prices trending? Coverage advice Avian flu observations Impact on feed consumption? U.S. Corn Wet Milling Industry Study, 2023 Edition! What buyers, consumers, and investors need to know Processes, products, pricing, and growth potential Visit us at mckeany-flavell.com to purchase your copy today!

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services

Wheat Wheat acres take a big hit! Ending stocks drop but still up vs. last year Corn and soy complex Soy snatches acreage from corn brethren! But do both appear amply supplied for 2024/25? Sugar 2024/25 beet production increased to a new record Old crop and new crop sugar deliveries for food use lowered U.S. Corn Wet Milling Industry Study, 2023 Edition! What buyers, consumers, and investors need to know Processes, products, pricing, and growth potential Visit us at mckeany-flavell.com to purchase your copy today!

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

Farm Bill Possible to get this passed before the November elections? Beet sugar Harvest for 2024/25 crop is upon us! Signs of a sizable crop? Cane sugar Florida crop predictions: Could it surpass Louisiana? U.S. Corn Wet Milling Industry Study, 2023 Edition! What buyers, consumers, and investors need to know Processes, products, pricing, and growth potential Visit us at mckeany-flavell.com to purchase your copy today!

Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist

Dairy operators Trends in the herd What are the current conditions they’re facing? July milk production report Shedding any light? Now available for purchase! McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition What buyers, consumers, and investors need to know Visit us at mckeany-flavell.com to learn more

Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Jeffrey Rasinski, Consultant

Kicking off the Olympics today with the McKeany-Flavell Global Commodity Dash! The history of the Olympic rings and the regions that each ring represents: Europe, Asia, Africa, Australia, and America What's topical from a macro and micro commodity perspective for each region? Production, supply, demand, economics, prices, and more Don’t forget to register for our next webinar! Wheat Market Update on July 31, 2024 Look for your email invite or register directly at mckeany-flavell.com

Host/Expert: Shawn Bingham, Director of Risk Management
Expert: Eric Thornton, Commodity Specialist

Risk and opportunity identification State of the market Potential outside forces Create and execute a plan Measure performance Mark your calendar for our next webinar! Wheat Market Update Wednesday, July 31 Registration opens July 17, watch your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management

Sugar 2023/24 ending stocks increased  Beet sugar increased for both old and new crop Wheat USDA blew away expectations with big increases to wheat production Wheat ending stocks now largest since 2019/20 Global stocks rise, but not likely to hold Corn Feed category providing its usual late-season surprise for corn Soy complex Global soybean balance sheet suggests bearishness for the foreseeable future Don’t forget to register for our next webinar! Wheat Market Update on July 31, 2024 Registration opens July 17, watch your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Expert: Kevin Combs, Vice President – Global Sweeteners Specialis
Exper...

How have consumers been handling food inflation?  What might food manufacturers do to respond? Is there a light at the end of the tunnel? Mark your calendar for our next webinar! Wheat Market Update Wednesday, July 31 Registration opens July 17, watch your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services

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, Co...

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

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

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 Specialist...

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

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

Weather has improved!What does that mean for the tail end of the mid-crop and pod setting for next year’s main crop? Cocoa bean arrivals continue to lag, but have they been under reported? Why have Coffee and Cocoa Council (CCC) suspended operations for 40 coops? Mark your calendar for our next webinar!Summer Market Outlook webinar Wednesday, June 26 First wave of invites going out June 12

Host: Michael Caughlan, President & CEO
Expert: Jeffrey Rasinski, Consultant

PPI: inflation is too hot! CPI: is inflation cooling too fast? Jobs growth slowed markedly What’s unemployment doing? What to expect for future inflation after bottoming in December Market's rate cut expectations holding steady this week, but is this counter to the Fed’s own statements? Next webinar is on Wednesday! Dairy Market Update on Wednesday, May 22, 2024 Check your email for your invite or register at mckeany-flavell.com

Host: Michael Caughlan, President & CEO
Expert: Shawn Bingham, Director of Risk Management

Well attended event put on by the National Confectioners Association Lots of sour going on! Freeze-dried candy: What was Mike’s favorite? Talk from all of the chocolate companies Switching from chocolate to compound? Using less amount on the product? And the winner of this year’s Candy Industry Kettle Award goes to… Our next webinar: Dairy Market Update on May 22, 2024 Check your email for your invite or register at mckeany-flavell.com

Host/Expert: Michael Caughlan, President & CEO

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? Don’t forget to register for our next webinar! Dairy Market Update on May 22, 2024 Look for your email invite or register directly at mckeany-flavell.com  

Host: M...

How does the world sugar market affect the U.S. market? We’re at the lower range: Where do we go from here? Brazil sugar Expected record crop, but has that been walked back? India and Thailand sugar Will we see any more downside with the monsoon season coming soon? Our next webinar: Dairy Market Update on May 22, 2024 Check your email or register at mckeany-flavell.com beginning May 8 McKeany-Flavell’s Spring Market Seminar videos available soon! Registered attendees will have unlimited access Didn't attend but interested in purchasing the seminar on video? Contact us and we’ll set you up! Did yo...

Corn plantings and the five-year average What states are leading in soybean plantings? Where sugar beet plantings stand in the Red River Valley Our next webinar: Dairy Market Update on May 22, 2024 Check your email or register at mckeany-flavell.com beginning May 8 McKeany-Flavell’s Spring Market Seminar videos available soon! Registered attendees will have unlimited access Didn't attend but interested in purchasing the seminar on video? Contact us and we’ll set you up!

Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist