Episodes
100
Latest episode
Aug 2026
Language
EN
Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.
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
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/Russian conflict and Black Sea constraints Sugar Major changes for 2025/26 beet sugar A surprise for 2026/27 beet estimate Florida cane down more than expected Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Vice President Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
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-term elections Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Craig Ruffolo, Vice President – Commodity Specialist
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 now on our IQ platform! Not an IQ subscriber? Reach out to us to learn more! Host: Shawn Bingham, Director of Commodity Risk Management Expert: Craig Ruffolo, Vice President – Commodity Specialist
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, Executive Director at RTi Global/ResinSmart, Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host: Eric Thornton, Vice President Expert: Nicole Thomas, Vice President – Information Services
Wheat rallying off Black Sea export constraints Will we re-test the early May highs? Inflation cools and consumer sentiment climbs, but for how long? Iran threatens to close another strait connecting the Red Sea, potentially shutting in more crude oil Index funds retreated in June from record levels Could buying reignite if crude prices remain elevated? Don’t miss our next live webinar! Behind the Packaging Price: What Resin Markets Are Telling Buyers Right Now With special guest, Michael Workman, Executive Director at RTi Global/ResinSmart Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host/Expert: Eric Thornton, Vice President Expert: Shawn Bingham, Director of Commodity Risk Management
Corn & soy complex U.S. corn ending stocks growing tighter for 2026/27 Less carry-in, more production, and more exports for U.S. soybeans Soybean oil balance sheet unchanged but external factors carrying more weight with prices Wheat U.S. wheat ending stocks decline further by 22 million bushels Wheat crop in the U.S. projected smallest since 1970 at 1.536 million bushels Thankfully, weaker U.S. demand is keeping stocks-to-use ratio declines in check Sugar Beet forecasts lower due to crop development and weather concerns Mexico’s baseline imports set Food deliveries set little higher than expected Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President Expert: Nicole Thomas, Vice President – Information Services
USMCA trade pact update: The details How will it impact Suspension Agreements? Will Mexico target HFCS imports? Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
How are things looking for sugar, spring wheat, corn, and soybeans? Record potentials? Looming threats? Heatwaves in the U.S. and France are coming: How concerning are they? Acreage and stock expectations for next Tuesday’s reports More corn? Not a client on McKeany-Flavell’s IQ Intelligence Platform? Visit mckeany-flavell.com to learn more! Commodity dashboards Dynamic data & interactive charts Analytics & calculators Price forecasts Downloadable data, charts, and tables Host: Craig Ruffolo, Vice President – Commodity Specialist Expert: Eric Thornton, Vice President
Exiting forward guidance Five new tasks forces to help steer policy Hawkish tone in general A commitment to deliver price stability Next week, don’t miss our Live Seasonal Market Outlook webinar! Wed., June 24, 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: Shawn Bingham, Director of Commodity Risk Management
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