Episode 528
Our predictions for 2026: On your mark, get set, go!
McKeany-Flavell Hot Commodity Podcast
December 31, 202530m 35s
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Show Notes
- Corn wet milling
- Investments made will impact availability of liquid sweeteners
- Sugar
- World sugar stays under 17 cents per lb
- Brazil: Another monster crop
- STU goes up: 18% by summer
- More forfeitures during the summer months
- Wheat
- U.S. acreage at an all-time low
- Global production output to be more like last year’s than this year’s output (800 MMT vs. 837 MMT)
- Soy complex & edible oils
- Resurgence in biofuel production
- Conventional canola oil is the least expensive option for a good chunk of 2026
- Impact of weight management drugs continues
- Anti-seed oil trend to pick up traction
- Economy & energy
- Three rate cuts during 2026: 2.75% to 3.00%
- CPI: 2.6% for 2026
- Inflation likely to tick up by year's end
- Crude oil: $55 to $56 a barrel
- Happy New Year!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornton, Vice President
Expert: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Director of Commodity Risk Management