McKeany-Flavell Hot Commodity Podcast

Hosted by McKeany-Flavell

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100

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Oct 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

October 16, 2026Episode 57522 min

Cocoa & chocolate market: Supply, grindings, & Halloween sales

Cocoa supply As the 2026/27 West African main crop gets underway, weather concerns, production forecasts, and bean availability remain central to the global cocoa supply outlook Q3 cocoa grindings Asia leads the processing recovery; Europe returns to growth, and North America records a decline What do these contrasting results reveal about global cocoa demand heading into 2027? Halloween chocolate demand With Halloween approaching, how are elevated retail chocolate prices, changing consumer purchasing habits, and manufacturers' pricing strategies shaping seasonal chocolate sales? Don’t miss our next live webinar on Oct. 28! Live Seasonal Market Outlook: Harvest & Negotiations Underway as Uncertainty Continues Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Marilyn Adutwum, Data Analyst

October 9, 2026Episode 57429 min

October WASDE delivers a sweet treat, or a spooky surprise?

Wheat U.S. wheat stocks increase with a long overdue reduction in export demand Prices trading closer to fundamentals as Black Sea risk remains, but is premium weakening? Corn & Soy Complex USDA shocks with upward revision to U.S. corn yield! How much higher are stocks now compared to the September report? Soybean balance sheets status quo Soybean oil stocks tighten for 2025/26 and 2026/27 Sugar Sugar stocks grow due to more imports and weaker food demand Don’t miss our next live webinar on Oct. 28! Live Seasonal Market Outlook: Harvest & Negotiations Underway as Uncertainty Continues Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host/Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Vice President

October 2, 2026Episode 57317 min

BLS throws a wet blanket on jobs

U.S. jobs growth fell in September, well below expectations The unemployment rate edged up Slowing wage growth is now consistently running below the rate of inflation Could the recent softness in commodity prices stabilize without additional Fed tightening? Save the date for our next webinar! Live Seasonal Market Outlook on Wednesday, Oct. 28 Stay tuned for more details… Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management

September 25, 2026Episode 57212 min

Cocoa & chocolate market update

Côte d’Ivoire changes start of the main-crop season Why is the cocoa market still so volatile? For chocolate lovers: More chocolate items on the shelf this holiday season? EUDR: The latest news Host: Michael Caughlan, President & CEO Expert: Marilyn Adutwum, Data Analyst

September 18, 2026Episode 57126 min

Barrels of uncertainty: The edible oils & energy markets

Oilseed production potentially seeing regional weather hits Energy and geopolitics remain the major market drivers How are commercial markets responding? Don’t miss our live webinar next Wednesday, Sep. 23! Live Energy Market Update: Shaping Food & Beverage Procurement Costs Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host/Expert: Shawn Bingham, Director of Commodity Risk Management Expert: Nicole Thomas, Vice President – Information Services

September 11, 2026Episode 57027 min

September WASDE wrap-up

Wheat Subtle changes for 2025/26 global balance sheet Significant changes to world wheat production Corn 2026/27 U.S. corn yield lowered as expected Global ending stocks projected lower Soybean complex U.S. soybean ending stocks lowered for 2026/27 Edible oils Veg oil stocks may be misleading depending on this year’s production/weather Sugar 2025/25 high-tier imports increased to record number 2026/27 beet and cane forecast lowered Don’t miss our next live webinar on Sep. 23! Live Energy Market Update: Shaping Food & Beverage Procurement Costs Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

September 4, 2026Episode 56911 min

Russia/Ukraine headlines drive another volatile week for grain markets

Renewed peace headlines ease some of the geopolitical risk premium in wheat Will it hold heading into the September WASDE next Friday, Sept. 11? Fundamentally, global wheat stocks could improve? Pay attention to next week if prices continue to ease Potential buying opportunity? Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President

August 28, 2026Episode 56813 min

What’s in store for the sugar & corn harvests

Sugar beet pre-pile harvest is underway Do early signs look promising? Corn harvest is nearly upon us Will yield concerns mute typical harvest pressure? Grains futures have become the story as we enter corn sweetener negotiations Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

August 21, 2026Episode 56727 min

Beyond the fundamentals: How commodity markets are being impacted globally

Making sense of all that’s happening in the world Potential impact on commodity and ingredient markets in the months to come What are the fundamentals saying? What’s happening geopolitically? How do equity, currency, and treasury markets potentially play into this? Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

August 14, 2026Episode 56613 min

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