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September WASDE: Voilà, it’s magic!
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
Share
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
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Similar to McKeany-Flavell Hot Commodity Podcast
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.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
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continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
You spend a quarter of your life at work. You should enjoy it! Organizational psychologist Adam Grant takes you inside the minds of some of the world’s most unusual professionals to discover the keys to a better work life. From learning how to love your rivals to harnessing the power of frustration, one thing’s for sure: You’ll never see your job the same way again. Produced in partnership with Transmitter Media.
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