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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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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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August WASDE: Surprises, concerns, & a few big upsets
Corn & soy complex Oh boy! More U.S. corn production and less ending stocks (and lower yield?) Wild Midwest weather and upside market bias Soybean changes benign, but spillovers from other markets supporting soybeans/soybean products Wheat Wheat takes a back seat with only limited changes in August WASDE However, starting to see early signs appear from the Ukraine/Russi...

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Key takeaways from the ASA (American Sugar Alliance) Symposium
Section 301 tariffs are in place Congress/USTR continue work with USDA on increasing high-tier duties Beet sugar crop: more optimism than expected Could the crop end up larger than USDA is reporting? Cane crop under attack from mealybug Could this stunt cane growth and sugar content in both Florida and Louisiana? Congress optimistic to get a Farm Bill passed before mid-...

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Sugar market for 2027 looks a lot like 2025
Unforeseen improvement in sugar deliveries, up 2% Reduced sugar beet acreage, lower projected production Recalibration of imports, larger quota for Mexico reduces high-tier Sugar prices for 2027 have bottomed Did you miss our webinar on Wednesday? Behind the Packaging Price with Nicole Thomas and special guest, Michael Workman, Executive Director at RTi Global/ResinSmart Watch...

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What’s driving the edible oil markets?
What’s driving edible oil markets currently (and potentially, in the months to come)? Any oilseed-specific concerns that could impact veg oil prices? How does an oil buyer address this degree of uncertainty/volatility? Next Wednesday, don’t miss our live webinar! Behind the Packaging Price: What Resin Markets Are Telling Buyers Right Now With special guest, Michael Workman, Ex...

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