Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
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Will this winter wheat planting season give us chills?
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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 …
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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…
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Dairy production & herd: Back to where we started from?
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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 …
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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 tod…
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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 Ed…
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2024 ASA International Sweetener Symposium Recap
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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…
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July was National Ice Cream month! Did you get yours?
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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…
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Let the Commodity Olympic Games begin!
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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 r…
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Unpacking a real risk management strategy
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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, Direct…
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July WASDE: Hitting it out of the park!
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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…
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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 Thom…
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Let's unpack the June USDA Acreage & Grain Stocks reports
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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 th…
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Rousing activity in wheat! What’s the latest?
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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 T…
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Grab your passport & go ‘round the world (sugar)
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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 Exp…
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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 e…
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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 –…
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Mexico sugar: It’s gonna be a wild ride!
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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, Presid…
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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, Jun…
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Inflation station: Conflicted economic data for April
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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…
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Live from the Sweets & Snacks Expo 2024!
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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 U…
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WASDE: Welcome 2024/25 to the party!
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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…
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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 a…
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Early days of planting progress: East vs. west
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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 …
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A status check on winter wheat conditions and the latest weather Are concerns brewing? Prices largely still stuck in a sideways trading range Global wheat production estimates are trending slightly lower That’s a wrap! McKeany-Flavell’s 2024 Spring Market Seminar is done! A special thanks to our wonderful guest speaker, Christian Moeller, Co-Founde…
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Recap from our 2024 Spring Market Seminar!
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Movers and Shakers Technology. Sustainability. Opportunity. Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Commodity Specialist Expert: Jeffrey Rasinski, Consultantبقلم McKeany-Flavell
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Corn Global corn stocks under pressure: More to come? USDA vs. CONAB: Cage match! Soy complex Domestic soybean stocks keep growing And soybean oil too! What to watch for moving forward Wheat Wheat feed demand cut Good news for hard red spring wheat buyers! Sugar Beet sugar lowered on concern of warm temps in Midwest Mexico imports down: Production …
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How many jobs were created last month? It’s a substantial number Unemployment edged down Average hourly earnings: Is it covering inflation? Fed cuts still likely McKeany-Flavell’s Spring Market Seminar: Movers & Shakers In less than two weeks! April 17, 2024 Register at mckeany-flavell.com Better hurry! Seats are filling up fast! Host: Kevin Combs,…
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Grain Stocks & Prospective Plantings reports
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Corn and soybeans Corn shocker! Soybean, not so much Wheat A surprise in acreage Which wheat class is at a six-year high? Sugar Acreage numbers are curiously down; find out why McKeany-Flavell’s Spring Market Seminar: Movers & Shakers April 17, 2024 Register at mckeany-flavell.com Hurry! Seats are filling up fast! Host: Shawn Bingham, Director of R…
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Coconuts with Christian Moeller of Lionheart Farms
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Who is Lionheart Farms and what do you do? The down-low on coconut sap: A unique ingredient! What makes coconut palm one of the most efficient crops? What can users of coconut products expect in 2024? Mark your calendars! Upcoming webinar: Spring Market Outlook Webinar Tomorrow! Wednesday, March 27, 2024 Register at mckeany-flavell.com McKeany-Flav…
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McKeany-Flavell on the Tradeshow Road!
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NIOP (March 17-19, Las Palmas, CA) Attended by Nicole and Marilyn The National Institute of Oilseed Products Renewable diesel update Soybean oil: Food vs. fuel Western Candy Conference (March 20-24, Scottsdale, AZ) Attended by Mike and Kevin Lots going on with 3-D printing Commodities panel What’s the latest on sugar negotiations? Mark your calenda…
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Live from the Natural Products Expo West 2024!
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Hot trends seen at this year’s expo Products that were MIA The hot, new innovative products coming to market soon Keep an eye out for your McKeany-Flavell rep next week: Nicole and Marilyn at NIOP (March 17-19, Las Palmas, CA) Mike and Kevin at Western Candy Conference (March 20-24, Scottsdale, AZ) Mark your calendars! McKeany-Flavell’s Spring Mark…
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March WASDE: In like the lamb, not the lion
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Grains markets: Quiet overall Corn Corn stocks left unchanged Global ending stocks reduced Soy complex No increase in ending stocks or demand categories Brazil soybean production down, differing from CONAB’s numbers Soybean oil ending stocks raised minimally Sugar Beet production lowered due to pile shrink Cane production increased, with a special …
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Update on eggs with Brian Moscogiuri of Eggs Unlimited
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Introduction to Eggs Unlimited All about the other AI (avian influenza) and its impact on the egg industry Egg prices over the last ten years The lowdown on cage-free What to watch out for moving forward Are eggs really a superfood? Mark your calendars! Upcoming webinar: Spring Market Outlook Webinar Wednesday, March 27, 2024 Register at mckeany-fl…
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Recap of the International Sweetener Colloquium 2024
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Big difference between 2023 and 2024 Less pressure to book this year Lots more people attending! Seeing more small users What was a major talking point? High-tier imports Shout-out to the volatile cocoa market for making an appearance Mark your calendars! Upcoming webinar: Spring Market Outlook Webinar Wednesday, March 27 Register at mckeany-flavel…
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Get prepared for the 2024 International Sweetener Colloquium
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2025 sugar talk and negotiations are real Buyers should be prepared ahead of time Corn wet milling talk around net corn Demand weakness present in many markets, including sugar Don’t forget your sunscreen! McKeany-Flavell’s Spring Market Seminar is fast approaching! April 17, 2024 in Oakbrook, IL Theme: Movers & Shakers (Technology. Sustainability.…
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CPI numbers: The inflation fight is not over! Cocoa futures set a record high High cocoa butter prices: Sustainable? Chocolate companies: Update on layoffs What to expect moving into spring Chocolate demand? Look to the Q4 grind numbers Mark your calendars! McKeany-Flavell’s Spring Market Seminar coming April 17, 2024! Register now at mckeany-flave…
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Corn / soy complex Not much in the way of change for U.S. corn / soy complex balance sheets Can we get USDA and CONAB to chat ahead of time? Wheat Only a few changes for wheat Most notable: food demand cut 10 million bushels NOAA news more impactful: La Niña watch for H2 2024 Sugar Beet production lowered while cane is increased Mexican sugar impor…
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Macadamia nuts! Update from Guillaume Maillard of Ten Senses
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Ten Senses and Pamoja Farms A Kenyan-based company focused on sustainability and traceability Specialize in macadamia nuts and coffee The macadamia nut market Learning from the challenges of 2023 2024: great opportunities ahead! Product changes Demand and volume going up Heading to the Natural Products Expo West? March 12-16, 2024 in Anaheim, CA Re…
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Getting technical with the sugar markets
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World sugar surpasses 50% retracement off the lows this week Speculators done with long liquidations but have not been buyers yet on this rebound Historical correlation between #11’s & 16’s is a wild ride but currently above 90% #16 domestic raw futures up $0.04 vs. last year approaching negotiations Mark your calendars! McKeany-Flavell’s Spring Ma…
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Natural & organic sweeteners with Samantha Yap of PanaSource
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Introduction of PanaSource Ingredients and alternative sweeteners Trends and growth categories for the sweetener industry The Stevia resurgence: What’s driving it? The latest on sucralose and allulose Challenges that may lay ahead in 2024 for natural sweeteners You can meet with Samantha and the McKeany-Flavell team at the 2024 International Sweete…
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Touchdowns & a few flags called for January WASDE & grain stocks report
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Sugar Sugar production forecast at record 9.391 million STRV High-tier imports increased 110,000 SRV to 575,000 STRV Mexico production lowered 267,000 MT to 5.016 MMT Wheat Winter wheat seedings released: 34.4 million acres, down 6% Harvested area should improve YOY Little change for WASDE and ending stocks Corn USDA surprises with better U.S. corn…
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Inflation station reporting slowing trains
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December jobs growth surprises Beating estimates! U.S. economy job production numbers What may keep the Fed on hold a little longer Rate cuts are still a “when” not an “if” When will cuts most likely be seen? McKeany-Flavell’s Spring Market Seminar coming April 17, 2024! Registration opens Jan. 10 on mckeany-flavell.com Host: Michael Caughlan, Pres…
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Enter the Year of the Dragon! Our predictions for 2024
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Dairy Herd will eventually stabilize and start to grow again We will begin 2024 with 50,000 fewer heifers than we did in 2023 Milk output will begin to grow again by spring flush Buyers should be defensive and buy into weakness to extend coverage Cocoa Fundamentals are only now starting to catch up to the price move we have already seen Lag in arri…
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‘Twas the night before Christmas, McKeany-Flavell style!
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Grab your hot cocoa, sit back, and enjoy this year's McKeany-Flavell holiday poem. Happy Holidays! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Servicesبقلم McKeany-Flavell
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Innovations in the candy industry with AJ Khoury of Capol
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Innovations that are solving challenges in the candy industry The brilliance of gummy vitamins MCT oils: What are they? The shift in edible oils and respective availability Western Candy Conference: March 20-24, 2024 Come join us! Registration available at Western Candy Conference Reach out to AJ at Khoury@capol-group.com Host: Michael Caughlan, Pr…
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Corn, soy complex, and wheat No major change to grains balance sheet Sugar Sugar imports increased Stocks-to-use at only 12.8%, below the target 13.5% High-tier imports raised massively Mark your calendars! Spring Market Seminar: April 17, 2024 Le Méridien Chicago - Oakbrook, IL Registration opens January 2024 Host: Michael Caughlan, President & CE…
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Wheat Best winter wheat planting conditions since 2019 Optimism for better yields and production weighs on prices Sugar USDA adjusts raw sugar TRQ Mark your calendars! Spring Market Seminar: April 17, 2024 Le Méridien Chicago - Oakbrook, IL Registration opens January 2024 Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Spec…
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Thanksgiving Day advice from Nicole & Mike
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Unpacking the cost of a Thanksgiving Day meal Estimates vs. reality Nicole carves those numbers up! Fashion advice for the big day Football friends and foes Coping strategies for problem family members Wishing you a safe and happy Thanksgiving holiday! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Servi…
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U.S. crude oil hits record monthly production Operational oil rigs are 25% fewer? U.S. per capita gasoline demand and consumption expectations The impact of fuel efficiency and EVs The effect renewable diesel and SAF will have on feedstock usage Become a subscriber to McKeany-Flavell's IQ Ingredient Intelligence platform! Schedule a demo today Host…
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November WASDE with updates a long time coming
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Wheat USDA finally gets on par with changes to Indian and Russian production U.S. balance ending stocks rise 14 million bushels Corn & soy complex USDA revises corn, soybean yield higher Tight stocks get tighter 2022/23 strong year for soybean oil in biofuel setting up lower stocks for 2023/24 Sugar Beet crop raised to record 5.363 million STRV USD…
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