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Tariffs: What we know today
Episode 482

Tariffs: What we know today

McKeany-Flavell Hot Commodity Podcast

March 7, 202527m 16s

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Show Notes

  • Outlining risks and impacts in the short- and long-term for grains and softs
  • Import tariffs and agricultural products coming in…
    • Impact on some edible oil, corn-derivative, cocoa, and sugar markets
  • Retaliatory tariffs and agricultural products going out…
    • Impact on corn, wheat, soy complex, and meat exports
  • Wheat
    • Impacts net bearish long term, but regional basis could rise without Canadian wheat imports
  • Cocoa
    • Cocoa products from Canada subject to “pantry loading” ahead of tariffs—or users pushing out orders to avoid tariffs
  • Sugar
    • Mexican sugar imports at risk of tariffs—longer-term price implications
  • Bearish corn, soybeans, and soybean meal but very supportive for soybean oil
  • Smaller and niche edible oil markets most impacted by import tariffs
  • Our next webinar: Seasonal Market Outlook
    • Wednesday, March 26, 2025
    • Look for your invite next week, or sign up now on mckeany-flavell.com
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Visit mckeany-flavell.com to register today!

Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Eric Thornton, Senior Commodity Advisor