McKeany-Flavell Hot Commodity Podcast

Dec 10 2024 100 ep. 18 mins 33

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

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Ho ho holy December WASDE!

Dec 10 2024 15 mins

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! (Februar

Winning in edible oils is all about the fundamentals!

Dec 06 2024 19 mins

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 I

Setting the table with turkey & corn...sweetener negotiations that is!

Nov 27 2024 13 mins

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

Update on the latest milk production report

Nov 22 2024 13 mins

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

A forward look at winter weather, La Niña, & inflation

Nov 15 2024 21 mins

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! Rev

The November USDA WASDE bullish award goes to...

Nov 08 2024 30 mins

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 w

Will this Halloween be spooky for chocolate lovers?

Oct 31 2024 14 mins

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

Bulls vs. bears! Which direction could edible oils & wheat be trending?

Oct 25 2024 24 mins

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 Pr

Frightening October energy volatility

Oct 18 2024 17 mins

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

October WASDE can be full of scary surprises! Did today hold up?

Oct 11 2024 20 mins

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