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Cocoa supply As the 2026/27 West African main crop gets underway, weather concerns, production forecasts, and bean availability remain central to the global cocoa supply outlook Q3 cocoa grindings Asia leads the processing recovery; Europe returns to growth, and North America records a decline What do these contrasting results reveal about global cocoa demand heading into 2027? Halloween chocolate demand With Halloween approaching, how are elevated retail chocolate prices, changing consumer purchasing habits, and manufacturers' pricing strategies shaping seasonal chocolate sales? Don’t miss our next live webinar on Oct. 28! Live Seasonal Market Outlook: Harvest & Negotiations Underway as Uncertainty Continues Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Marilyn Adutwum, Data Analyst

Wheat U.S. wheat stocks increase with a long overdue reduction in export demand Prices trading closer to fundamentals as Black Sea risk remains, but is premium weakening? Corn & Soy Complex USDA shocks with upward revision to U.S. corn yield! How much higher are stocks now compared to the September report? Soybean balance sheets status quo Soybean oil stocks tighten for 2025/26 and 2026/27 Sugar Sugar stocks grow due to more imports and weaker food demand Don’t miss our next live webinar on Oct. 28! Live Seasonal Market Outlook: Harvest & Negotiations Underway as Uncertainty Continues Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host/Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Vice President

U.S. jobs growth fell in September, well below expectations The unemployment rate edged up Slowing wage growth is now consistently running below the rate of inflation Could the recent softness in commodity prices stabilize without additional Fed tightening? Save the date for our next webinar! Live Seasonal Market Outlook on Wednesday, Oct. 28 Stay tuned for more details… Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management

Côte d’Ivoire changes start of the main-crop season Why is the cocoa market still so volatile? For chocolate lovers: More chocolate items on the shelf this holiday season? EUDR: The latest news Host: Michael Caughlan, President & CEO Expert: Marilyn Adutwum, Data Analyst

Oilseed production potentially seeing regional weather hits Energy and geopolitics remain the major market drivers How are commercial markets responding? Don’t miss our live webinar next Wednesday, Sep. 23! Live Energy Market Update: Shaping Food & Beverage Procurement Costs Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host/Expert: Shawn Bingham, Director of Commodity Risk Management Expert: Nicole Thomas, Vice President – Information Services

Wheat Subtle changes for 2025/26 global balance sheet Significant changes to world wheat production Corn 2026/27 U.S. corn yield lowered as expected Global ending stocks projected lower Soybean complex U.S. soybean ending stocks lowered for 2026/27 Edible oils Veg oil stocks may be misleading depending on this year’s production/weather Sugar 2025/25 high-tier imports increased to record number 2026/27 beet and cane forecast lowered Don’t miss our next live webinar on Sep. 23! Live Energy Market Update: Shaping Food & Beverage Procurement Costs Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Renewed peace headlines ease some of the geopolitical risk premium in wheat Will it hold heading into the September WASDE next Friday, Sept. 11? Fundamentally, global wheat stocks could improve? Pay attention to next week if prices continue to ease Potential buying opportunity? Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President

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: Craig Ruffolo, Vice President – Commodity Specialist

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, President & CEO Expert: Nicole Thomas, Vice President – Information Services

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 Expert: Eric Thornton, Vice President

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 changes in August WASDE However, starting to see early signs appear from the Ukraine/Russian conflict and Black Sea constraints Sugar Major changes for 2025/26 beet sugar A surprise for 2026/27 beet estimate Florida cane down more than expected Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Vice President Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

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 in both Florida and Louisiana? Congress optimistic to get a Farm Bill passed before mid-term elections Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Craig Ruffolo, Vice President – Commodity Specialist

Unforeseen improvement in sugar deliveries, up 2% Reduced sugar beet acreage, lower projected production Recalibration of imports, larger quota for Mexico reduces high-tier Sugar prices for 2027 have bottomed Did you miss our webinar on Wednesday? Behind the Packaging Price with Nicole Thomas and special guest, Michael Workman, Executive Director at RTi Global/ResinSmart Watch now on our IQ platform! Not an IQ subscriber? Reach out to us to learn more! Host: Shawn Bingham, Director of Commodity Risk Management Expert: Craig Ruffolo, Vice President – Commodity Specialist

What’s driving edible oil markets currently (and potentially, in the months to come)? Any oilseed-specific concerns that could impact veg oil prices? How does an oil buyer address this degree of uncertainty/volatility? Next Wednesday, don’t miss our live webinar! Behind the Packaging Price: What Resin Markets Are Telling Buyers Right Now With special guest, Michael Workman, Executive Director at RTi Global/ResinSmart, Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host: Eric Thornton, Vice President Expert: Nicole Thomas, Vice President – Information Services

Wheat rallying off Black Sea export constraints Will we re-test the early May highs? Inflation cools and consumer sentiment climbs, but for how long? Iran threatens to close another strait connecting the Red Sea, potentially shutting in more crude oil Index funds retreated in June from record levels Could buying reignite if crude prices remain elevated? Don’t miss our next live webinar! Behind the Packaging Price: What Resin Markets Are Telling Buyers Right Now With special guest, Michael Workman, Executive Director at RTi Global/ResinSmart Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host/Expert: Eric Thornton, Vice President Expert: Shawn Bingham, Director of Commodity Risk Management