McKeany-Flavell Hot Commodity Podcast

Hosted by McKeany-Flavell

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100

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Jun 2026

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About the show

Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.

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60 recent

June 11, 2026Episode 55625 min

June WASDE: All quiet on the WASDE front, mostly

Corn & soy complex U.S. corn crop looks great so far, much to be determined regarding global production for 2026/27 Bio-based diesel consumption of vegetable oil indicated as strong domestically and globally. Wheat Small crops get smaller…. Hard Red winter wheat lowered another 18 million bushels Stocks down 20% YOY at now 744 million bushels Spring wheat crop conditions are excellent: could help increase the all-wheat yield in the future Sugar US sugar production increase was the headline: up +253,000 short tons USDA decided to increase food demand by +126,000 tons; is it real demand? Stocks to use improved from 13.5 to 14.3 percent = adequately balanced Live Seasonal Market Outlook Webinar Wed., June 24, 2026 at 2pm ET / 11am PT Sign up now at mckeany-flavell.com Host: Shawn Bingham, CAIA, Director of Risk Management Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Vice President

June 5, 2026Episode 5558 min

Corn sweeteners outlook for 2027

Corn crop in the ground on time Will it lose acres to soybeans? Entering a high-demand period Will the upcoming World Cup provide a spike in HFCS use? Next week: Ingredion must announce its intention to make a formal bid for Tate & Lyle Our next webinar: Seasonal Market Outlook Wed., June 24, 2026 at 2pm ET / 11am PT Invites rolling out soon! Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

May 29, 2026Episode 55424 min

The Grim Reaper speaks! (on soybean & palm oil markets)

Looking toward the “futures” and determining “good value” Soybean oil futures market evolution since the start of the Iran war What happened in deferred contracts? Is palm oil next? Comparing the last strong El Niño event against an impending one A look at pricing dynamics for Malaysian palm oil futures (BMD exchange) Not a client on McKeany-Flavell’s IQ Intelligence Platform? Visit iq.mckeany-flavell.com to learn more! Commodity dashboards Dynamic data & interactive charts Analytics & calculators Price forecasts Downloadable data, charts, and tables Our next webinar: Seasonal Market Outlook Wed., Jun 24, 2026 at 2pm ET / 11am PT Invites rolling out soon! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

May 22, 2026Episode 55318 min

Sugar planting progress updates + LIVE from the Sweets & Snacks Expo!

Sugar Beet crop progress is a mixed bag but still optimistic for a good crop Cane production appears to be progressing well despite winter freeze Sweets & Snacks Expo Who attended this year? Flavors and promotions seen on the floor Nostalgic brands and lots of sour! What was Mike’s favorite candy? Save the date for our next webinar! Seasonal Market Outlook Wed., June 24, 2026 at 2pm ET / 11am PT Invites rolling out soon! Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

May 15, 2026Episode 55214 min

Current factors impacting the cocoa & chocolate market

Forecasted Super El Niño and its effect on cocoa Expect dry conditions: Is it already occurring? High fertilizer prices and how they will impact 2026/27 production Chocolate manufacturers heeding the demand of consumers What are some alternatives for cocoa content? Don’t miss next week’s webinar! Wheat Market Update Wed., May 20, 2026 at 2pm ET / 11am PT Clients, invites are going out now, or anyone can sign up now at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Marilyn Adutwum, Data Analyst

May 12, 2026Episode 55138 min

May WASDE: First look at 2026/27 crop year!

Wheat Wow! goes the WASDE for wheat USDA gives bullish outlook Another wow! Hard red winter wheat production down 36% YOY 2026/27 ending stocks projected down sharply Corn & soy complex 2025/26 changes relatively nominal Corn stocks to tighten in 2026/27 New crop soybean and soybean oil balance sheets show more of the same (in some regards) Sugar 2025/26 ending stocks up on higher imports 2026/27 sugar production forecast to fall, with beet down how much? U.S. sugar beet plantings slow, but improving in the last week Our next webinar: Wheat Market Update Wed., May 20, 2026 at 2pm ET / 11am PT Clients, invites are going out now, or anyone can sign up now at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

May 8, 2026Episode 55014 min

Discussing consumer trends with Sarah Muller of Jogue

How to build a product for the long term in the GLP-1 space How to market to Gen Z and Millennials Combating “wellness fatigue” as a brand with a case study See Sarah at Sweets & Snacks Expo, Supplier Showcase, May 18 at 2pm Our next webinar: Wheat Market Update Wed., May 20, 2026 at 2pm ET / 11am PT Clients, invites are going out now, or anyone can sign up now at mckeany-flavell.com Happy Mother’s Day! Host: Michael Caughlan, President & CEO Expert: Sarah Muller, Senior Director of Global Flavor Solutions at Jogue

May 1, 2026Episode 54911 min

Sugar beet plantings update: A mixed bag through April

Planting progress: Idaho is 83% planted, well ahead of normal Plains region looking average Red River Valley and Michigan, slow to start What’s the reason? Latest update on the Farm Bill Clarity for farmers? Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

April 24, 2026Episode 54819 min

Energy & economy update: More on the critical inflection point

Ceasefire talks back on in Pakistan Is WTI crude oil stabilizing? What’s the Fed’s next move? Clients favoring risk aversion Did you miss our U.S. Economy Update Webinar: Critical Inflection Point on Wednesday? Watch now on our IQ platform! Not an IQ subscriber? Reach out to us to learn more! Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management

April 17, 2026Episode 54719 min

Edible oil markets down, hooray!

News of transit through the Strait of Hormuz collapses crude oil futures Spillover effect pressuring soybean and palm oil futures What’s the timeline for a return to “normal” markets? A quick review of the current fundamentals Our next webinar: U.S. Economy Update Webinar Wed., April 22, 2026 at 2pm ET / 11am PT Clients, invites are going out now, or anyone can sign up now at mckeany-flavell.com Host: Craig Ruffolo, Vice President – Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services