September WASDE: Voilà, it’s magic!

McKeany-Flavell Hot Commodity Podcast

Το περιεχόμενο παρέχεται από το McKeany-Flavell. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον McKeany-Flavell ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

10M ago 28:24

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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

150 επεισόδια

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