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McKeany-Flavell에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 McKeany-Flavell 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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September WASDE: Voilà, it’s magic!

28:24
 
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Manage episode 376777691 series 2361205
McKeany-Flavell에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 McKeany-Flavell 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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

150 에피소드

Artwork
icon공유
 
Manage episode 376777691 series 2361205
McKeany-Flavell에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 McKeany-Flavell 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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

150 에피소드

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