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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 & CEO …
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 …
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: …
Section 301 tariffs are in place Congress/USTR continue work with USDA on increasing high-tier duties Beet sugar crop: more optimism than expected Could the crop end up larger than USDA is reporting? Cane crop under attack from mealybug Could this stunt cane growth and sugar content …
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,…
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