HeyJaredMcKeany-Flavell Hot Commodity Podcast
Empowering clients with commercial intelligence, supply chain expertise,and risk management solutions.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 4, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Russia/Ukraine headlines drive another volatile week for grain markets (opens the original)
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Renewed peace headlines ease some of the geopolitical risk premium in wheat Will it hold heading into the September WASDE next Friday, Sept. 11? Fundamentally, global wheat stocks could improve? Pay attention to next week if prices continue to ease Potential buying opportunity? Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President
What’s in store for the sugar & corn harvests (opens the original)
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Sugar beet pre-pile harvest is underway Do early signs look promising? Corn harvest is nearly upon us Will yield concerns mute typical harvest pressure? Grains futures have become the story as we enter corn sweetener negotiations Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist
Beyond the fundamentals: How commodity markets are being impacted globally (opens the original)
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Making sense of all that’s happening in the world Potential impact on commodity and ingredient markets in the months to come What are the fundamentals saying? What’s happening geopolitically? How do equity, currency, and treasury markets potentially play into this? Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services
Black Sea headline risk & wheat volatility (opens the original)
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Wheat prices continue to rise off concerns in the Black Sea Russia and Ukraine exchanging new attacks Possible truce proposal this week? August flow of grains down ~75% so far for Russia Real concerns, but for how long? And how impactful? Host: Michael Caughlan, President & CEOExpert: Eric Thornton, Vice President
August WASDE: Surprises, concerns, & a few big upsets (opens the original)
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Corn & soy complex Oh boy! More U.S. corn production and less ending stocks (and lower yield?) Wild Midwest weather and upside market bias Soybean changes benign, but spillovers from other markets supporting soybeans/soybean products Wheat Wheat takes a back seat with only limited changes in August WASDE However, starting to see early signs appear from the Ukraine/Russian conflict and Black Sea constraints Sugar Major changes for 2025/26 beet sugar A surprise for 2026/27 beet estimate Florida ca
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