The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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September WASDE: Voilà, it’s magic!
MP3•Episode home
Manage episode 376777691 series 2361205
Content provided by McKeany-Flavell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by McKeany-Flavell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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!
- Plenty of fireworks to see here!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
150 episodes
MP3•Episode home
Manage episode 376777691 series 2361205
Content provided by McKeany-Flavell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by McKeany-Flavell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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!
- Plenty of fireworks to see here!
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
150 episodes
All episodes
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