Episode 462
The November USDA WASDE bullish award goes to...
McKeany-Flavell Hot Commodity Podcast
November 8, 202430m 40s
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Show Notes
- Sugar
- USDA adjusts for early harvest sugar
- Shifts in old crop numbers
- Wheat
- Few changes for wheat, global stocks remain steady at 257 MMT
- Shout out to Kazakhstan with a 2 MMT increase to production!
- Corn & Soy Complex
- Both U.S. corn and soybean yields reduced (and much more for the latter).
- Ending stocks of soybean oil growing more ominous for 2024/25
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Revisiting Systematic Timing Models
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Host/Expert: Nicole Thomas, Vice President – Information Services
Experts: Kevin Combs, Vice President – Global Sweeteners Specialist
Eric Thornton, Senior Commodity Advisor