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McKeany-Flavell Hot Commodity Podcast

McKeany-Flavell
Corn
Soybeans
Wheat
Sugar
USDA
Tariffs
Cocoa Market
Soybean Oil
Brazil
WASDE
Federal Reserve
Weather
Cocoa
USDA WASDE
Edible Oils
La Niña
Biofuels
Sugar Policy
IQ Ingredient Intelligence Platform
Mckeany-Flavell

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

PublishesWeeklyEpisodes100Founded9 years ago
Number of ListenersCategories
FoodManagementArtsBusiness

Listen to this Podcast

Artwork for McKeany-Flavell Hot Commodity Podcast

Latest Episodes

• Ceasefire talks back on in Pakistan

• Is WTI crude oil stabilizing?

• What’s the Fed’s next move?

• Clients favoring risk aversion

• Did you miss our U.S. Economy Update Webinar: Critical Inflection Point on Wednesday?

• Watch now on our IQ pl... more

• News of transit through the Strait of Hormuz collapses crude oil futures

• Spillover effect pressuring soybean and palm oil futures

• What’s the timeline for a return to “normal” markets?

• A quick review of the current fundamentals

• Our next ... more

• Sugar

• Higher sugar imports leads to offsetting higher deliveries

• Stocks-to use ratio left unchanged

• Wheat

• U.S. and wheat global stocks rise, leading to a neutral to bearish April WASDE

• Expect more changes in the May WASDE to food and... more

• Weather

• Winter wheat relief ahead?

• Potential for rains that are desperately needed

• 65% of U.S. winter wheat in drought conditions: Highest since 2022

• Jobs

• Headline jobs data beats expectations

• Wage growth is easily outpacing infla... 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
McKeany-Flavell
Episode: Potential market movers for the balance of 2025
Craig Ruffalo
Vice President at McKeany-Flavell
McKeany-Flavell
Episode: It’s Labor Day! That means fall & corn sweetener negotiations have commenced
Craig Ruffolo
Vice President, McKeany-Flavell
McKeany-Flavell
Episode: Recapping this year’s ASA International Sweetener Symposium
Mike Caughlan
President & CEO
McKeany-Flavell
Episode: Wheat market roundup & Sweets & Snacks Expo live recap!
Kevin Combs
Vice President of McKeany-Flavell
McKeany-Flavell
Episode: A sugary update treat for Mother’s Day!
Eric Thornton
Senior Commodity Specialist
McKeany-Flavell
Episode: Predicting the unpredictable: Weather, wheat, & the economy

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
#201
France/Business/Management
Apple Podcasts
#121
Sweden/Business/Management

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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1. AgriTalk PM
2. Macro Voices
3. Odd Lots
4. The Journal.
5. Pivot

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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. Craig Ruffalo
5. Craig Ruffolo
6. Mike Caughlan
7. Kevin Combs
8. Eric Thornton

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