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How the industry is maneuvering to meet today's challenges Truck driver and mechanic shortages and how to incentivize them More flexible and collaborative relationships with food manufacturers, shippers, and end customers Energy cost concerns and possible shortages? Have more questions about transportation? Email us at inquire@mckeany-flavell.com a…
 
Wheat Today’s report was bullish for 2022/23 Wheat futures up sharply 2021/22 export numbers raised Corn No changes to 2021/22 2022/23 forecasted production down 4% Surprising change to yield: Way to under-promise and over-deliver! Soy complex Crush/exports expected to rise Good upcoming year for soybeans? USDA thinks so! Soybean oil share higher t…
 
Global Dairy Trade auction event Chinese mostly absent Most prices collapse Weakest in seven years Dairy products report Stocks and cold storage raising Dairy herd and milk production update Feb/Mar sees massive increase in herd count New record for milk yield Cows love the cold! Price relief on the horizon? Host: Michael Caughlan, President & CEO …
 
Crop progress Limited plantings for some key commodities like corn and sugar beets Slowest start in years for sugar and probably two weeks behind where we ought to be More rain on the way through this weekend for parts of the upper Midwest Fed Meeting starts Tuesday of next week with decision on rates coming May 4 Likely to raise rates by 50 basis …
 
Slipknot/duality $8 corn—Why?!? Planting progress update Indonesia plans to ban edible oil exports It’s not too late to register for our Spring Market Seminar 2022! Next Wednesday, April 27, Oakbrook, IL Register to attend in person or virtually—your choice! Register here! Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Spe…
 
E15 waiver to have marginal impact on either corn or gasoline Technical and fundamental picture still bullish prices Latest inflation data will keep money flowing into commodity index funds Speculators using about 56% of available leverage on long corn positions Host: Craig Ruffolo, Vice President – Commodity Specialist Expert: Shawn Bingham, Direc…
 
Corn U.S. corn ending stocks unchanged Global projection a head-scratcher Soy complex Global supply and demand—reductions too little, too late Sugar Sugar production lowered 75,000 STRV Demand increased 65,000 STRV Stocks-to-use at bullish 12.5% And don’t forget to register for our Spring Market Seminar 2022! Wednesday, April 27, Oakbrook, IL Regis…
 
Sugar Sugar beet plantings lose 17,000 acres What state was the biggest loser? Wheat Spring wheat acres disappoint, but total wheat acres up 1 percent vs. 2021 Mar. 1 wheat stocks the lowest since 2008 Corn and soybeans Soybeans top corn for acreage Grain stocks hint at basis activity for rest of the season Technicals Cotton acreage rebounds with p…
 
Cases are on the rise across the U.S. How this compares to the 2015 mega outbreak Impacts to feed demand and the egg industry Quick preview of next week’s Prospective Plantings report And don’t forget to register for our Spring Market Seminar 2022! Wednesday, April 27, Oakbrook, IL Register to attend in person or virtually—your choice! Register her…
 
Lessons learned at the Western Candy Conference Need sound reason during these difficult times Pandemic Inflation War Self-improvement = team improvement Driverless trucks on the horizon? Derek’s birthday is today. Happy Birthday, Derek! We encourage everyone (not just candy folks) to become a member of the Western Candy Association. It’s a great r…
 
Energy Crude oil, home heating oil, gasoline spiking Sticker shock at the pump! Good news: Winter winding down Corn March 31 Prospective Plantings report is next key market indicator Russia makes up less than 10% of U.S. fertilizer imports Russia makes up over 35% of Brazil’s fertilizer imports Wheat Ukraine spring crops down 39% vs. last year Crop…
 
What have Mike and Pete learned? Innovation is back, baby! Not as much GMO seen, but plant-based is killing it! The grab-and-go concepts are hooking up with health & wellness Who’s up for a juice shot?!? Mike’s favorite booth! Athletic Brewing Company Host & expert: Michael Caughlan, President & CEO Expert: Pete Church, Director of Marketing…
 
Corn Domestic and global corn stocks see reductions Soy complex Soybeans tightening, but possibly more to come for global edible oil? Wheat Wheat didn’t pay attention to WASDE U.S. wheat exports lowered again; where do they go from here? USDA accounts for lower exports out of Russia and Ukraine Sugar Sugar production lowered 58,0000 STRV Sugar deli…
 
Ball is in USDA’s court TRQ decisions April is out; May or June most likely 2022 International Sweetener Colloquium Not much business activity, pushing things out Some price indications, sugar companies not quite ready Reasonable STU, supply looks good for both beet and cane Register now for our Spring Market Seminar 2022 Wednesday, April 27, Oakbr…
 
What we’ve learned Inflation is real! Expect a heavy negotiation season The sugar folks are friendly! What to expect in the year ahead Beet industry sold by mid-June Price increases and pain But also, innovation! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist Expert: Nicole Thomas, Vice Presiden…
 
Wheat and corn exports could be impacted Biden specifically not targeting energy payment sanctions Traders bet grain sanctions off the table given global inflation pressures Technical profile suggests price action on Feb. 24, 2022 was at least partially driven by a short squeeze exhaustion Grain and energy markets likely to retreat at least tempora…
 
Situation in South America positive for U.S. soybean, soybean product exports Indonesian actions make tight market tighter Futures coverage from here? Next Wed, Feb. 23, is our Key Ingredients of 2022 webinar Register here! Registration is open for our Spring Market Seminar 2022! Wednesday, April 27, Oakbrook, IL Register to attend in person or vir…
 
Crude oil is spiking on geopolitical events Inflation is back and climbing after having just fell under 5% Commodity markets are on the move higher Interest rates are low by early 70’s comparisons What does the Fed do to cool the inflation spiral? How does it end economically? What can we take from that period and apply to a forecast? Host: Michael…
 
Sugar Sugar supplies increase 2021/22 stocks-to-use ratio hits 14.7% Raw sugar prices still over $.36 per lb for current crop year Wheat Relative snooze Corn See wheat Soybean complex Projection adjustments show why it will be the market to watch for 2022 Registration is open for our Spring Market Seminar 2022! Wednesday, April 27, Oakbrook, IL Reg…
 
Corn Minor adjustment to the domestic balance sheet Maybe a little bump in ethanol Soy complex Watch for ending stocks numbers to change Wheat Should be fairly quiet with no major changes from January Couple of tweaks to global demand are possible Sugar Beet production could go down, but not by much Cane production could come up Imports adjustment …
 
COVID challenges in the food industry Derek Glade (Taffy Town) and AJ Khoury (Capol) Western Candy Conference! What is it and why you want to go More info can be found at westerncandyconference.org Registration is now open for our Spring Market Seminar 2022! Wednesday, April 27, Oakbrook, IL Register to attend in person or virtually—your choice! Re…
 
Drier capacity remains an issue for N.A. starch and dextrose Alternative grind uses pulling attention of wet millers away from traditional products Get your orders in with extended lead times! For deeper insights purchase our updated study, U.S. Corn Wet Milling Industry: 2021 Edition Registration is open for our Spring Market Seminar 2022! Wednesd…
 
CPI 7.0% Near 40-year high PPI 9.7% Highest since records began in 2010 O/N Fed funds target rate 00-0.25% The funds to CPI correlation suggests the Fed is well behind in raising rates Commodity and U.S. dollar reaction? Contingent on how fast other central banks move their own benchmark rates Host: Michael Caughlan, President & CEO Expert: Shawn B…
 
Corn Ending stocks up with slight increase in STU Ethanol use up Soy complex Changes to domestic balance sheet minor Reasonably bullish factors within some categories Wheat U.S. stocks improve with export and feed demand revisions Winter Wheat Seedlings report Did we see an increase in acreage? Sugar More sugar for Louisiana Expect adjustments in M…
 
Grains Exports category should be lowered for all the grains Will USDA factor in recent South American weather and lower production estimates? Watch out for the quarterly grain stocks and winter wheat seedlings report Sugar Minor changes to sugar production for next week's WASDE? Sugar market negotiations are quiet for now Supply chain issues conti…
 
What the corn!? Why are we above $6? Weather outlook in South America Specs add over 50,000 longs to corn positions in last three weeks Soybeans see biggest single week of buying in over a year Managed money traders still selling soybean oil Wheat interest mostly liquidations with a neutral bias Happy New Year! Host: Michael Caughlan, President & C…
 
Dairy Steep herd declines in 2021 have helped support and drive prices higher Will that trend continue in 2022 or will herd bounce back? Cocoa Grind expanded around the globe at an annual rate of 3.4% during 2021; can that trend continue? As we near the halfway point in the main crop season, arrivals are lagging Concerns are increasing for a mounti…
 
Wheat Total yield improves to 48-50 bushels per acre Ending stocks improve to over 583 million bushels CBD More states legalize CBD for food use Economy Covid finally fades from the economic landscape Inflation forces the Fed to raise rates more than 75bp S&P 500 ends lower than it begins Corn and soybean oil More volatility Tight commercial market…
 
Corn and soybean complex Domestic corn and soy unchanged Stronger yield for soybean oil Lower global soybean ending stocks Wheat U.S. and global balance sheets improve slightly Record Australian crop at 34 MMT Sugar Beet and cane production lowered 20,000 and 72,000 STRV, respectively Mexican imports lowered despite recent additional 150,000 MT quo…
 
DOJ sues to block U.S. sugar acquisition of Imperial USDA and DOC increase Mexico imports 150,000 STRV Mexico production ramping up with improved yields Register now for our latest Hot Ingredients webinar on Dec. 15! In-depth dive into honey, nuts, and oats Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners Spe…
 
Mike’s great Thanksgiving jokes! Nicole’s top 10 things supply chain professionals are thankful for this year! Happy Thanksgiving! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information ServicesMcKeany-Flavell による
 
Mexico getting into harvest Mills ramping up USDA raises production Mexico has lots of sugar to send to the world market #16 remains super tight No relief until April 2022 Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Sweeteners SpecialistMcKeany-Flavell による
 
Snow is falling in Chicagoland! Inflation, as measured by CPI, hits highest level in 30 years Energy, food, and used cars top the inflation list Federal Reserve seemingly unresponsive Remember to register for our Risk Management Webinar! Featuring Eric Thornton and Shawn Bingham Wednesday, Nov. 17, 2 pm ET Host: Kevin Combs, Vice President – Sweete…
 
Corn Higher ending stocks for corn but stocks-to-use remains low Soy complex Domestic soybean oil balance sheet loosening but global scenario remains tight Wheat U.S. wheat exports fall to lowest since 2002/03 Global stocks fall further Sugar Huge revisions for 2020/21 and 2021/22 beet production Lower on imports 2020/21, but up for 2021/22 Deliver…
 
Recap of the ABLC 2021 Conference Future of the bio industry Visit our website for a look at our 2021 U.S. Corn Wet Milling Study Keep an eye out for your invite to our upcoming webinar! Nicole Thomas and Shawn Bingham will cover risk management On Wednesday, Nov. 17, 2 pm ET Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice Presi…
 
Why higher soybean oil despite better stocks? What factors are driving various oil markets higher, and how high could they go? For IQ subscribers Coverage recommendations for select edible oils markets Not an IQ subscriber but curious? Sign up here for a test drive! Vroom vroom! Happy Halloween! Host: Michael Caughlan, President & CEO Expert: Nicol…
 
Q3 grinds post solid results for Europe, N. America, and Asia Lifting crop-year grind results to an impressive +3.4% globally Three weeks into the new season and arrivals have been sluggish Dry weather experienced earlier this spring and disappointingly lower farmgate price are being blamed Remember to register for our Fall Market Outlook Webinar! …
 
Natural gas rally year to date tops 200% in U.S. and 400% in Europe TTF Hub (Europe) vs. Henry Hub (U.S.) traders caught the wrong way on the spread may have contributed to the recent spike above $6.00 Spike in prices has caused the collapse of multiple British energy suppliers Political winds both here and abroad are likely to keep prices elevated…
 
Corn & soy complex Big bear day for corn, soybeans, and soybean oil—higher stocks Wheat Production now the lowest in 19 years Ending stocks fall to 580 million bushels Sugar Record beet crop forecasted at 5.348 million STRV Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Co…
 
General CBD market update Retail sales through COVID Market consolidation Crop pricing and harvest Regulatory environment Recent Californian legislation Developments and education R&D guidance Formulations, solutions, and blending CBD inclusions for oils, chocolate liquor/butter Download our newly updated CBD study for free! Host: Michael “Caughy” …
 
Open outcry has been silenced Remembrances from the past Impact on the markets UB Executive Conference. Thank you, Urner Barry! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Sweeteners Specialist Expert: Shawn Bingham, Director of Risk Management…
 
Milk product report Milk output up slightly as herd continues to drop Fonterra GDT auction Both skim and whole milk gain ground Cold storage report Butter stocks fall Remember to register for our Wheat Fundamentals Webinar! Eric Thornton covers all you need to know on wheat Next Wednesday, Sep. 29, 2pm ET Host: Craig Ruffolo, Vice President – Commo…
 
Break on through… Shawn's doors Managed money AUM sees big first-half increases Increased speculator activity Long liquidations continue, but funds not yet selling short Seasonal corn low may not be in, but the floor seems pretty clear Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Risk Management…
 
Corn and soy complex Steady, but bump on yields for both Soybean oil crush lowered Sugar Adjustments galore! TRQ imports trimmed by 96,000 STRV Beet production raised Damage assessments in Louisiana still underway after Hurricane Ida Numerous changes in imports Wheat Fundamentals Webinar! Mark your calendars on Sep. 29! Invites out soon Host: Micha…
 
Expect USDA to be conservative We don’t anticipate any further reduction to yields for corn and soybeans Stay vigilant on orders FEMA is going to stress pool of truck drivers over the next 5-6 weeks Craig’s college football picks! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist…
 
What’s on the horizon? Current soybean/soybean oil supply & demand Historically low availability Preparation and planning for 2022 Nicole's video: Edible oils sourcing, supply, pricing, and volatility Urner Barry Executive Conference | Las Vegas | Sept. 26-28, 2021 Don't miss Nicole at Urner Barry's Executive Conference speaking on the grain and oi…
 
Wheat Global wheat production slashed U.S. wheat balance sheet tightens further Corn Yield down significantly Reduction to production Nicole’s song coming soon! Soy complex Lower than average yields coming soon? Ending stocks stayed the same Sugar USDA indicates no policy announcements on sugar imports No major S&D adjustment Host: Michael Caughlan…
 
Corn yield exercise What’s the number? Soybean and corn predictions for WASDE USDA may further reduce spring wheat production Global wheat production to fall Host: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Commodity SpecialistMcKeany-Flavell による
 
High level review of Q2 grinds around the world by major reporting region Aggregated summary of global grind How it's changed since start of the season Corporate earnings for H01 from some of the major chocolate/confectionery companies Cocoa prices and speculator activity over the most recent weeks McKeany-Flavell's education series Edible Oils 101…
 
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