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McKeany-Flavell Hot Commodity Podcast

McKeany-Flavell
Wheat
Corn
Soybeans
Tariffs
USDA
Sugar
Cocoa
Weather
Brazil
Cocoa Market
Eggs
Avian Flu
Edible Oils
GDP
Employment
Beet Sugar Market
Sugar (number 11)
Hurricane Season
Palm Oil
Grains

Empowering clients with commercial intelligence, supply chain expertise, and risk management solutions.

PublishesWeeklyEpisodes100Founded9 years ago
Number of ListenersCategories
FoodManagementBusinessArts

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Artwork for McKeany-Flavell Hot Commodity Podcast

Latest Episodes

• Iran’s nuclear option is the Strait of Hormuz

• Emergency oil release reaction was muted

• Risk remains highly elevated

• Be proactive about adding soybean oil coverage

• Our next webinar is fast approaching!

• Seasonal Market Outlook Webinar:... more

• Corn & soy complex

• U.S. soy and corn balance sheets relatively unchanged

• Interesting changes to U.S. soybean oil consumption

• Wheat

• No changes in U.S. balance sheet

• Should USDA have increased exports?

• Attention shifting to new crop... more

• New MAHA food pyramid could lead to changing consumption

• GLP-1 and weight management drugs grow in usage

• What’s a food and/or beverage manufacturer to do in this environment?

• Save the date for our next webinar!

• Seasonal Market Outlook W... more

• Held in beautiful Championsgate, FL: How was the weather?

• Demand for sugar and sweeteners pressured from growing GLP-1 use and SNAP restrictions

• Tariffs are off and then back on again?

• 2027 negotiations appear to be in no hurry

Host: Mich... more

Key Facts

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Recent Guests

Michael Workman
Growth Director, ResinSmart by RTi Global
RTi Global (ResinSmart)
Episode: Risks shaping the plastic resin market in 2026 with RTi Global
Kevin Mekaru
Senior Business Unit Lead of Commodity Plastic Resin
RTi Global
Episode: Risks shaping the plastic resin market in 2026 with RTi Global
Shawn Bingham
Director of Commodity Risk Management at McKeany-Flavell
McKeany-Flavell
Episode: The October WASDE that wasn’t: A look at what might have been for sugar & corn
Kevin Combs
Guest market expert, appeared as a guest on the episode
McKeany-Flavell
Episode: September WASDE: What's driving prices?
Craig Ruffalo
Vice President at McKeany-Flavell
McKeany-Flavell
Episode: Pre-heat for upcoming WASDE: Corn, soybeans & sugar outlook
Craig Ruffolo
Vice President, McKeany-Flavell
McKeany-Flavell
Episode: Recapping this year’s ASA International Sweetener Symposium
Mike Caughlan
President CEO of McKeany-Flavell
McKeany-Flavell
Episode: A contrarian economic report + Live from the Western Candy Conference!
Eric Thornton
Senior Commodity Advisor
McKeany-Flavell
Episode: Wheat market roundup & Sweets & Snacks Expo live recap!

Hosts

Mike Caughlan
Host of the Hot Commodity Podcast Series; President and CEO of McKeany-Flavell
Nicole Thomas
Vice President, Information Sales and Services; Host of the Hot Commodity Podcast Series
Eric Thornton
Vice President; Host of Hot Commodity Podcast

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#92
France/Business/Management
Apple Podcasts
#37
New Zealand/Business/Management
Apple Podcasts
#210
New Zealand/Business

Talking Points

Recent interactions between the hosts and their guests.

Predicting the unpredictable: Weather, wheat, & the economy
Q: What did the Fed signal in this meeting that could influence commodity markets?
The Fed signaled a slow tightening path via balance-sheet reductions rather than aggressive rate cuts, implying tighter financial conditions that could support higher real interest rates and affect commodity financing and demand.
Predicting the unpredictable: Weather, wheat, & the economy
Q: How might weather patterns specifically affect wheat yields in the coming months?
Weather forecasts, rainfall in April and the timing of rain through May will likely determine the crop's health, with drier than usual conditions risking lower yields and higher prices.
July WASDE: Big buyers, consumption assumptions, & the effects of the BBB
Q: What is the most notable change in the sugar balance sheet this month?
Deliveries to food use were lowered and new crop deliveries adjusted, leading to a lower overall consumption estimate and a deeper discussion of stocks-to-use ratio as the market evaluates tariff and policy impacts.
August WASDE: Record yields in corn & sugar harvest has begun
Q: I was going to say, so what does all this mean?
The panel explains that while yields are at or above trend, the combination of higher production and larger acreage, especially for corn and soybeans, could pressure prices in the near term but support exports and domestic use; the overall tone is cautiously bullish for supply but wary of demand and trade tensions.
Understanding the COT Report
Q: What is the key difference between the legacy and the disaggregated COT reports, and why does it matter for traders?
The legacy report provides a more general view, while the disaggregated report breaks out groups (commercials, managed money, other reportables, non-reportables) to show more nuanced positioning; looking at both futures and options data in combination gives a fuller picture of overall speculative activity.

Audience Metrics

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Frequently Asked Questions About McKeany-Flavell Hot Commodity Podcast

What is McKeany-Flavell Hot Commodity Podcast about and what kind of topics does it cover?

The group consistently covers commodities and policy-driven market dynamics with a practical, practitioner-focused lens. Episodes typically blend granular data on crops, oils, and sweeteners with macro indicators, weather patterns, and regulatory shifts, translating numbers into actionable implications for crushers, buyers, and suppliers. A notable strength is the cadence of expert hosts pairing market tallies with risk-management guidance, product implications, and tools (such as an IQ data platform) to help listeners position portfolios and procurement strategies. The show stands out for its in-depth WASDE and policy discussions, integration of industry events, and timely takes on trends like GLP-1 consumer behavior, biofuels, and tariff ... more

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Which podcasts are similar to McKeany-Flavell Hot Commodity Podcast?

These podcasts share a similar audience with McKeany-Flavell Hot Commodity Podcast:

1. Commodity Week
2. Grain Markets and Other Stuff
3. Odd Lots
4. Monetary Matters with Jack Farley
5. The Journal.

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McKeany-Flavell Hot Commodity Podcast launched 9 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on McKeany-Flavell Hot Commodity Podcast?

Recent guests on McKeany-Flavell Hot Commodity Podcast include:

1. Michael Workman
2. Kevin Mekaru
3. Shawn Bingham
4. Kevin Combs
5. Craig Ruffalo
6. Craig Ruffolo
7. Mike Caughlan
8. Eric Thornton

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