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Innehåll tillhandahållet av McKeany-Flavell. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av McKeany-Flavell eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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September WASDE: Voilà, it’s magic!

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Manage episode 376777691 series 2361205
Innehåll tillhandahållet av McKeany-Flavell. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av McKeany-Flavell eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
  • Wheat
    • No changes to the U.S. balance sheet
    • Global production and stocks are down
    • Ukraine production is up: Impressive given the war
  • Corn
    • USDA finds more acreage: Magic!
    • Minor reduction to carry-in
    • Look to the Grain Stocks report out end-of-month for a better idea on 2022/23 consumption
    • Have we reached a soft floor for Dec-23 corn futures?
  • Soybeans
    • USDA finds more acreage here, too: More magic!
    • Yield, production, and crush all lowered
    • Predictions for total increased soybean meal
    • Weaker exports in 2023/24?
  • Soybean oil
    • Battle between oil and meal for crush continues!
    • Ending stocks? Wait until consumption for 2022/23 has been finalized
    • Soybean oil prices: What to focus on
  • Sugar
    • Plenty of fireworks to see here!
      • Production raised beyond Kevin’s expectations
      • Louisiana production lowered to 2019/20 levels
      • High-tier exports increased to craziness
      • Are sugar deliveries back to pre-COVID levels?
      • Mexico gets a haircut on its quota
    • Don’t miss tomorrow’s webinar!
      • Inflation and the Economy webinar with Shawn Bingham
      • Wednesday, Sep. 13, 2023, 11am PT / 2pm ET
      • Go to mckeany-flavell.com to register!

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

  continue reading

154 episoder

Artwork
iconDela
 
Manage episode 376777691 series 2361205
Innehåll tillhandahållet av McKeany-Flavell. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av McKeany-Flavell eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
  • Wheat
    • No changes to the U.S. balance sheet
    • Global production and stocks are down
    • Ukraine production is up: Impressive given the war
  • Corn
    • USDA finds more acreage: Magic!
    • Minor reduction to carry-in
    • Look to the Grain Stocks report out end-of-month for a better idea on 2022/23 consumption
    • Have we reached a soft floor for Dec-23 corn futures?
  • Soybeans
    • USDA finds more acreage here, too: More magic!
    • Yield, production, and crush all lowered
    • Predictions for total increased soybean meal
    • Weaker exports in 2023/24?
  • Soybean oil
    • Battle between oil and meal for crush continues!
    • Ending stocks? Wait until consumption for 2022/23 has been finalized
    • Soybean oil prices: What to focus on
  • Sugar
    • Plenty of fireworks to see here!
      • Production raised beyond Kevin’s expectations
      • Louisiana production lowered to 2019/20 levels
      • High-tier exports increased to craziness
      • Are sugar deliveries back to pre-COVID levels?
      • Mexico gets a haircut on its quota
    • Don’t miss tomorrow’s webinar!
      • Inflation and the Economy webinar with Shawn Bingham
      • Wednesday, Sep. 13, 2023, 11am PT / 2pm ET
      • Go to mckeany-flavell.com to register!

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

  continue reading

154 episoder

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