Episode 503
July WASDE: Big buyers, consumption assumptions, & the effects of the BBB
McKeany-Flavell Hot Commodity Podcast
July 11, 202527m 49s
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Show Notes
- Wheat
- U.S. wheat ending stocks projected higher YOY
- Production up due to higher yields?
- Global production is declining
- Corn
- U.S. corn ending stocks fall further for this year and next
- Who is the big buyer of corn?
- Consumption assumptions are strong!
- Soy complex
- BBB and EPA driving large biofuel consumption for soybean oil in 2025/26
- Food use change is a head-scratcher
- What’s 2025/26 looking like?
- Sugar
- Sugar deliveries for food use are down from last year
- What’s the forecast for 2026?
- Beet production lowered
- Mexico imports down
- Sugar deliveries for food use are down from last year
- Next week is our Wheat Market Update Webinar!
- Wed., July 19, 11am PT / 2pm ET
- Be on the lookout for your invite or sign up now at mckeany-flavell.com
Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist