Player FM - Internet Radio Done Right
0-10 subscribers
Checked 7d ago
تمت الإضافة منذ قبل seven عام
المحتوى المقدم من McKeany-Flavell. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة McKeany-Flavell أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Player FM - تطبيق بودكاست
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
Brrrr! It’s cold out there! Polar vortex hits the U.S.
Manage episode 462981653 series 2361205
المحتوى المقدم من McKeany-Flavell. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة McKeany-Flavell أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
- What impacts did we see from the harsh winter weather this week?
- Louisiana cane crop concerns
- Winter wheat threatened
- Rumors of peace negotiations between Russia and Ukraine
- Next week! Don’t miss our Key Ingredients in 2025 webinar
- Wednesday, January 29, 2025 at 11 am PT / 2 pm ET
- Register now at mckeany-flavell.com or look for your invite starting next week
Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornton, Senior Commodity Advisor
155 حلقات
Manage episode 462981653 series 2361205
المحتوى المقدم من McKeany-Flavell. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة McKeany-Flavell أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
- What impacts did we see from the harsh winter weather this week?
- Louisiana cane crop concerns
- Winter wheat threatened
- Rumors of peace negotiations between Russia and Ukraine
- Next week! Don’t miss our Key Ingredients in 2025 webinar
- Wednesday, January 29, 2025 at 11 am PT / 2 pm ET
- Register now at mckeany-flavell.com or look for your invite starting next week
Host: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornton, Senior Commodity Advisor
155 حلقات
همه قسمت ها
×M
McKeany-Flavell Hot Commodity Podcast

1 USDA’s Ag Outlook Forum: A first look at the 2025/26 crops 15:37
15:37
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب15:37
Corn Acreage near expectations Ending stocks to grow Will we see growth in consumption in 2025/26? Soybeans Small reduction in yield Ending stocks to decline, but consumption remains a question Wheat U.S. wheat acreage target vs. 2024 Some questions around spring wheat acres and yield being too high Ending stocks could offer a small surplus McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all clients! Wednesday, April 23, 2025 Visit mckeany-flavell.com to register today! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor…
M
McKeany-Flavell Hot Commodity Podcast

1 Live from the International Sweetener Colloquium 2025! 8:10
8:10
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب8:10
Focus: What's happening in the sugar industry and with sugar negotiations Big question: How are negotiations at this year’s Colloquium comparing to the past few years? Patient vs. pushing Are we seeing the “first buy is the best buy” mentality this year? Big topics: Upcoming crop outlook Tariffs, demand, and weight-loss drugs Will the sugar still flow? What about sugar-containing products? Possible situation with domestic production and consumption? It's going to be an interesting round of negotiations over the next few months! Shout-out to Craig Ruffolo and Shawn Bingham for their fantastic presentations! McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all clients! Wednesday, April 23, 2025 Visit mckeany-flavell.com to register Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist…
M
McKeany-Flavell Hot Commodity Podcast

1 Wheat winterkill & investments in commodities 26:02
26:02
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب26:02
Wheat Assessing winterkill risk on wheat HRW: What does the 10-year harvested area average look like? How does this winter compare to years past? Commodity index funds Inflation worries are driving new investor money into commodity index funds Top diversified commodity funds are seeing strong growth in new assets Update on allocations to agricultural commodities as part of a diversified fund portfolio How much have these funds contributed to new long positions in corn, wheat, and sugar futures from last year's lows? 2025 International Sweetener Colloquium Kicks of this Sunday, Feb. 23 Seven representatives of McKeany-Flavell will be in attendance Watch Craig Ruffolo speak on the North American Sweetener Market Outlook panel on Feb. 24! Watch Shawn Bingham speak on Risk Management in Volatile Markets on Feb. 25! McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all clients! Wednesday, April 23, 2025 Visit mckeany-flavell.com to register Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor Expert: Shawn Bingham, Director of Commodity Risk Management…
M
McKeany-Flavell Hot Commodity Podcast

1 Happy Valentine's Day! A cocoa & chocolate update 12:23
12:23
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب12:23
Cocoa arrival numbers and weather tell of a promising season ahead Major cocoa and chocolate producers are concerned about how cocoa prices can affect their financial performance and projections for the year Q4 2024 grind showed a decline in demand: Will Q1 2025 grind help with the trajectory? McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Wednesday, April 23, 2025 Registration is now open! Host: Eric Thornton, Senior Commodity Advisor Expert: Marilyn Adutwum, Data Analyst…
M
McKeany-Flavell Hot Commodity Podcast

1 February WASDE: Wildly...uninteresting 19:27
19:27
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب19:27
Corn and soy complex USDA leaves U.S. corn/soybean balance sheet unchanged Wheat Limited changes to note for wheat U.S. wheat food demand increases, but was it justified? Global endings stocks: How much lower vs. last year? Sugar Sugar deliveries now compared to last year TRQ imports lowered McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Wednesday, April 23, 2025 Registration is now open! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor Expert: Kevin Combs, Vice President – Global Sweeteners Specialist…
M
McKeany-Flavell Hot Commodity Podcast

1 Economic roundup: Jobs & wages, the Fed, tariffs, & commodities 16:12
16:12
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب16:12
Jobs number disappoints slightly but revisions to prior months were positive Unemployment rate falls to lowest in eight months Wage growth is accelerating but will it keep the Fed sidelined? Final tariff policy and impact still a big unknown: Leaning towards inflationary? McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Wednesday, April 23, 2025 Registration is now open! Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Shawn Bingham, Director of Commodity Risk Management…
M
McKeany-Flavell Hot Commodity Podcast

1 Mexico sugar & the possible impacts of tariffs 13:26
13:26
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب13:26
Will Mexico production fall below the 5.094 MMT forecast? How tariffs on Mexico may impact sugar trade McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Wednesday, April 23, 2025 Registration is now open! Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist…
M
McKeany-Flavell Hot Commodity Podcast

1 Brrrr! It’s cold out there! Polar vortex hits the U.S. 12:40
12:40
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب12:40
What impacts did we see from the harsh winter weather this week? Louisiana cane crop concerns Winter wheat threatened Rumors of peace negotiations between Russia and Ukraine Next week! Don’t miss our Key Ingredients in 2025 webinar Wednesday, January 29, 2025 at 11 am PT / 2 pm ET Register now at mckeany-flavell.com or look for your invite starting next week Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, Senior Commodity Advisor…
M
McKeany-Flavell Hot Commodity Podcast

1 Jobs, inflation, & policy: No shortage of volatility! 28:27
28:27
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب28:27
December jobs boost economic expectations December FOMC points to higher inflation and fewer rate cuts Policy decisions to ban future oil drilling and add new sanctions to Russia, along with threats from Canada, spike crude prices January WASDE bullish to grain market? No shortage of volatility ahead of next Monday’s Inauguration Day! Our next webinar: Key Ingredients in 2025 Wednesday, January 29, 2025 at 11 am PT / 2 pm ET Register now at mckeany-flavell.com or if you’re a client, look for an invite in your inbox Host: Nicole Thomas, Vice President – Information Services Expert: Shawn Bingham, Director of Commodity Risk Management…
M
McKeany-Flavell Hot Commodity Podcast

1 January WASDE: Exciting, surprising, & revealing 27:23
27:23
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب27:23
Corn and soy complex USDA surprises with reduced U.S. production for corn, soybeans Domestic soybean oil balance sheet is likely more ominous than ending stocks would indicate Wheat Winter wheat acres on the rise! Up how much from 2024? Grain stocks and WASDE about as expected Sugar Beet production increased A boost to stocks-to-use ratio Our next webinar: Key Ingredients in 2025 Wednesday, January 29, 2025 at 11 am PT / 2 pm ET Register now at mckeany-flavell.com or look for your invite starting next week Our thoughts and prayers are with those affected by the LA fires Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor Expert: Kevin Combs, Vice President – Global Sweeteners Specialist…
M
McKeany-Flavell Hot Commodity Podcast

1 School’s in session! Futures market speculators 25:43
25:43
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب25:43
Commodity trading advisor (CTA) assets under management Down from 2022 peak but still significant Large CTAs trade as many as 250 futures contracts globally Which category manages the majority of assets? Between January 2021 and February 2024, fund managers rode corn from record-long to record-short positions How many contracts did they sell? How were speculators positioned in last year's soybean oil market? Lack of speculator liquidity likely helped fuel cocoa rally in 2024 Mark your calendars for our next webinar! Not to be missed! Key Ingredients in 2025 January 29, 2025 11am PT / 2pm ET Registration opens soon at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management…
M
McKeany-Flavell Hot Commodity Podcast

1 Looking down the road: Our predictions for 2025 33:39
33:39
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب33:39
Corn Corn acres will go up on better returns than soybeans Feed demand may shrink due to continued issues of avian flu Exports are being front-loaded but could stall in the second half Could ending stocks equal 2024? Sugar At what prices will sugar futures be trading in 2025? Strong supplies and slightly lower demand in 2025 to pressure 2026 contracting, but by how much? Wheat Ditto or status quo on 2025 vs. 2024? What to expect from 2025/26 U.S. stocks surplus, as well as global stocks Expectations for 2025/26 U.S. wheat exports Two more countries will approve HB4 GMO wheat: Guesses as to who Soy complex & edible oils Prevailing prediction: Volatility! Uncertain biofuel and economic pictures provide a broad range of price possibilities Does avian flu spreading to mammals fill more of the conversation in 2025? Economy & energy Let’s talk basis cuts from the Fed How will the CPI and GDP hold up? Observations for WTI crude oil: What to expect Happy New Year! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, Senior Commodity Advisor Expert: Nicole Thomas, Vice President – Information Services Expert: Shawn Bingham, Director of Commodity Risk Management…
M
McKeany-Flavell Hot Commodity Podcast

Find a warm, cozy spot and listen to Nicole showcase her annual holiday poem, as only she can do. Happy Holidays! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
M
McKeany-Flavell Hot Commodity Podcast

U.S. winter wheat crop conditions are strong heading into winter Is La Niña still forecasted? Speculators may liquidate hefty short positions Russia/Ukraine war full of uncertainty and will enhance volatility What to expect from commodities in 2025? Keep an eye out for our 2025 predictions podcast coming to you soon! Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor…
M
McKeany-Flavell Hot Commodity Podcast

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! (February 23-26, 2025): See you there! Keep an eye out for our 2025 predictions podcast! Coming to you soon. Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Specialist Expert: Kevin Combs, Vice President – Global Sweeteners Specialist…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.