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McKeany-Flavell Hot Commodity Podcast

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Website title: McKeany-Flavell Hot Commodity Podcast | McKeany-Flavell

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Message History

September WASDE wrap-up
Wheat Subtle changes for 2025/26 global balance sheet Significant changes to world wheat production Corn 2026/27 U.S. corn yield lowered as expected Global ending stocks projected lower Soybean complex U.S. soybean ending stocks lowered for 2026/27 Edible oils Veg oil stocks may be misleading depending on this year’s production/weather Sugar 2025/25 high-tier impor...

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Russia/Ukraine headlines drive another volatile week for grain markets
Renewed peace headlines ease some of the geopolitical risk premium in wheat Will it hold heading into the September WASDE next Friday, Sept. 11? Fundamentally, global wheat stocks could improve? Pay attention to next week if prices continue to ease Potential buying opportunity?

Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Vice President


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What’s in store for the sugar & corn harvests
Sugar beet pre-pile harvest is underway Do early signs look promising? Corn harvest is nearly upon us Will yield concerns mute typical harvest pressure? Grains futures have become the story as we enter corn sweetener negotiations

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

 


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Beyond the fundamentals: How commodity markets are being impacted globally
Making sense of all that’s happening in the world Potential impact on commodity and ingredient markets in the months to come  What are the fundamentals saying? What’s happening geopolitically? How do equity, currency, and treasury markets potentially play into this?

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


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Black Sea headline risk & wheat volatility
Wheat prices continue to rise off concerns in the Black Sea Russia and Ukraine exchanging new attacks Possible truce proposal this week? August flow of grains down ~75% so far for Russia Real concerns, but for how long? And how impactful?

Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Vice President


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