The Commodity Kitchen with David Maloni

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The Commodity Kitchen with David Maloni

David

49 episodes

1 week ago

In this episode of Commodity Kitchen, I walked through the latest commodity trends, noting that our food-weighted index has fallen below prior-year levels for the first time in nearly two years. Energy markets remain a tailwind with gasoline now at four-year lows, while grains and soybean oil continue to show weakness. Coffee prices are easing after tariff exemptions on Brazil and Vietnam, and dairy markets are sharply lower year over year due to abundant milk supply. Protein markets remain m...

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In this episode of Commodity Kitchen, I walked through the latest commodity trends, noting that our food-weighted index has fallen below prior-year levels for the first time in nearly two years. Energy markets remain a tailwind with gasoline now at four-year lows, while grains and soybean oil continue to show weakness. Coffee prices are easing after tariff exemptions on Brazil and Vietnam, and dairy markets are sharply lower year over year due to abundant milk supply. Protein markets remain m...

Show more...

Episodes (20/49)

The Commodity Kitchen with David Maloni

Markets & Mistletoe

In this episode of Commodity Kitchen, I walked through the latest commodity trends, noting that our food-weighted index has fallen below prior-year levels for the first time in nearly two years. Energy markets remain a tailwind with gasoline now at four-year lows, while grains and soybean oil continue to show weakness. Coffee prices are easing after tariff exemptions on Brazil and Vietnam, and dairy markets are sharply lower year over year due to abundant milk supply. Protein markets remain m...

2 weeks ago

18 minutes

The Commodity Kitchen with David Maloni

Markets on the 50-Yard Line

In this episode of The Commodity Kitchen Podcast, David Maloni and Gerry Dalton break down the key commodity market drivers for the week ending December 6, with a focus on grains, dairy, proteins, and macroeconomic signals influencing market conditions. While energy markets and the U.S. dollar remain relatively rangebound, several important shifts are emerging beneath the surface—particularly in soybeans and soybean oil, dairy supply fundamentals, chicken production, and U.S. beef imports. Th...

1 month ago

10 minutes

The Commodity Kitchen with David Maloni

Cattle Pull Back, Milk Surges: Key Market Moves Ahead of Thanksgiving

In this pre-Thanksgiving episode, we break down major moves across cattle, dairy, grains, and protein markets. Live cattle and feeder cattle futures—after hitting record highs—have now pulled back to levels last seen in July, though they remain historically elevated. September milk production surged 4% year over year, and the milk cow herd climbed 2.5%, marking its biggest increase in decades. Grain markets continue to firm, with nearby soybean futures reaching their highest price since June ...

1 month ago

10 minutes

The Commodity Kitchen with David Maloni

Meat and Dairy Thrillers

Welcome back! We open with a couple of Halloween scare stories before diving into markets: cheese is around recent highs (discussed near $1.80/lb) with a long-run support near $1.50/lb that hasn’t held below for long over the past 10–15 years; we’re not especially bullish on cheese here. Butter remains around the 1.60 level and relatively rangebound despite holiday demand. On proteins, retail beef prices in September rose 14.7% YoY to a record high, likely starting to curb consumption, while ...

2 months ago

12 minutes

The Commodity Kitchen with David Maloni

Markets Under Pressure: Dairy Down, Tariffs Rising

In this episode, we take you through the latest movements across food, energy, and agricultural markets. The Datum FS Commodity Index is down 6% month over month, driven largely by steep declines in dairy and poultry. We unpack what’s behind the sharp drop in chicken breast, wing, and tender prices, the continued weakness in butter, and the broader trends putting pressure on nearly every major commodity. You’ll also hear our thoughts on how these shifts compare to past market lows and what mi...

2 months ago

9 minutes

The Commodity Kitchen with David Maloni

Big Herd, Low Prices: This Week in Commodities

In this first episode of The Commodity Kitchen Podcast, we dive into the latest moves across the commodity markets. From the sharp drop in chicken prices to ongoing weakness in dairy and record cattle herds, we break down what’s driving these shifts. We also touch on feed costs, seasonal production changes, and government policies shaping the outlook. Our goal is to help you make sense of the trends that matter most right now. Connect with out hosts: David Maloni’s LinkedIn: https://www.li...

3 months ago

11 minutes

The Commodity Kitchen with David Maloni

Feeding Millions on the Move: Arah Tan Talks Supply Chain, Inflation, and Innovation

Welcome to Farm to Fork: The Innovators. Today’s guest is Arah Tan, the Senior Vice President of Supply Chain and Logistics at OTG Management—a leading foodservice company operating in high-traffic venues like LaGuardia, JFK, and Newark Airports. In this episode, we dig into the unique challenges of airport food operations. Arah shares how OTG navigates complex logistics, vendor contracts, and the unpredictable nature of disruptions—from hurricanes to global pandemics. She brings a unique len...

8 months ago

40 minutes

The Commodity Kitchen with David Maloni

Inside the Cattle Business with Aaron Cooper of 33 Ventures and Cooper Family Akaushi

On this episode, I’m joined by Aaron Cooper, an expert in the beef cattle industry and founder of 33 Ventures and Cooper Family Akaushi. With over a decade of experience breeding and marketing premium red Wagyu (Akaushi) cattle, Aaron offers rare insights into both the commodity and specialty beef markets. We discuss why many ranchers are still hesitant to rebuild herds despite record-high prices, how input costs and land access impact profitability, and the surprising truth behind imported b...

8 months ago

55 minutes

The Commodity Kitchen with David Maloni

Trump Tariffs with Tom Healey, CPG and Foodservice International Supply Chain Executive and Datum Advisor

Welcome back to Farm to Fork the Innovators! Today we dive deep into a hot-button topic impacting our food supply chain: tariffs. Joining me is Tom Healy, a seasoned international sourcing executive with extensive leadership experience at renowned brands like Dairy Queen, Heinz, and Jack Link’s. Tom brings a wealth of expertise, having managed sourcing strategies across 26 countries during pivotal trade disruptions. In this conversation, Tom sheds light on how major U.S. brands adapted their ...

9 months ago

31 minutes

The Commodity Kitchen with David Maloni

Innovating Food Supply Chains with Wiggs Civitillo Founder of Starfish Networks

Our guest today is Wiggs Civitillo, the founder and CEO of Starfish Networks, an innovative company driving traceability and connectivity in food supply chains. In today's episode, Wiggs shares how major tech players like IBM have shaped this space and how Starfish Networks uniquely connects over 200 different traceability solutions. We dive deep into the critical challenges facing food supply chain technology today and why these technological advancements are essential. During our insightful...

9 months ago

45 minutes

The Commodity Kitchen with David Maloni

Future of Foodservice & Franchising with Jim Balis from Capital Spring Partners

Welcome to Farm to Fork! In this episode, I’m joined by Jim Balis, an industry veteran and the Head of Strategic Operations at Capital Spring, a leading private equity and debt investment firm specializing in food service. With a wealth of experience in restaurant operations and franchising, Jim shares his perspective on where the food service industry is headed and how businesses can adapt to consumer trends, supply chain challenges, and the evolving role of technology. Throughout this...

10 months ago

41 minutes

The Commodity Kitchen with David Maloni

Tech & Innovation in Food Supply Chains with Marieke de Ruyter de Wildt from Open Food Chain

Welcome to Farm to Fork: The Innovators. In today’s episode, I sit down with Marieke de Ruyter de Wildt, the founder of Open Food Chain, a blockchain-powered platform revolutionizing global food traceability. In this conversation, we dive into the current state of data and technology in the global food supply chain, how Asia is catching up to the U.S. in supply chain innovation, and why manufacturers play a critical role in driving change. Marieke also explains how blockchain can solve major ...

10 months ago

43 minutes

The Commodity Kitchen with David Maloni

Feeding the Future: Mike Halen on the Consumer, Restaurants & Foodservice Trends

The foodservice industry is at a pivotal moment, and understanding consumer behavior is key to staying ahead. In this episode of Farm to Fork: The Innovators, I sit down with Mike Halen, Senior Restaurant Analyst at Bloomberg Intelligence, to break down the current state of the restaurant and foodservice industries. Mike returns to the show after accurately forecasting last year’s market shifts, and today, he shares his latest insights on consumer spending, inflation, and restaurant performan...

11 months ago

42 minutes

The Commodity Kitchen with David Maloni

Mastering Foodservice & Direct-to-Consumer Strategies: Insights from Mike DiBeneditto, CEO of Golden Waffles

Welcome to another episode of Farm to Fork: The Innovators! Today we’re diving into the ever-evolving world of foodservice with Mike DiBeneditto, CEO of Golden Waffles. With nearly a century of history behind the brand, Golden Waffles has become a staple in fresh waffle programs globally. Mike’s journey, from his early days in foodservice distribution to leading one of the most unique and successful companies in the industry, offers a wealth of insights on how to stay ahead in the competitive...

11 months ago

53 minutes

The Commodity Kitchen with David Maloni

Foodservice Supply Chains Through a CFO’s Lens with Andrew Raabe, CFO Partner at SeatonHill

Welcome to Farm to Fork: The Innovators. I’m excited to introduce you to another trailblazer in the world of food—Andy Raabe, CFO Partner at Seaton Hill Partners. With over four decades of involvement in the food supply chain myself, I love sharing the stories of those who are transforming how we produce and serve food. Andy brings a wealth of expertise from his time leading finance and supply chain at established brands like Potbelly and pioneering smaller fast-casual concepts. In our discus...

12 months ago

44 minutes

The Commodity Kitchen with David Maloni

Sun, Soil, and Sustainability: Peter Schmitt on Agrivoltaics and Food Industry Collaboration

Welcome! Ttoday we’re diving into the intersection of solar energy and agriculture with our guest, Peter Schmitt, the Director of Project Development at U.S. Solar. With decades of experience in the food supply chain, I aim to uncover the transformative strategies shaping how we produce and serve food. Today’s topic, agrivoltaics, is an innovative blend of solar farming and agriculture that promises to reshape how land is used sustainably. In this episode, Peter walks us through the exciting ...

1 year ago

49 minutes

The Commodity Kitchen with David Maloni

Climate on Our Plate: Francisco Martin-Rayo on AI, Food, and a Sustainable Future

In this episode, I sit down with Francisco Martin-Rayo, the co-founder and CEO of Helios—an innovative AI platform that’s changing the game in agriculture and commodities. Together, we examine the current state of commodity markets, discuss how climate change is reshaping supplies and prices, identify which crops are feeling the greatest impact, and explore actionable strategies for adapting where and how we produce our food. Strap in, hit subscribe, and join me as we harvest progress, forgi...

1 year ago

39 minutes

The Commodity Kitchen with David Maloni

Connecting Consumers to Agriculture: Ali Cox of Noble West on Marketing the next generation of farming

In this episode of Farm to Fork: The Innovators, I sit down with Ali Cox, a fifth-generation farmer and the visionary founder of Noble West, a leading food marketing agency. Together, we dive into the evolving farming landscape, tackling the rising operational costs and exploring groundbreaking agricultural practices like upcycling and regenerative farming. Ali shares her insights on the challenges of commoditizing food offerings and how these shifts are shaping the future consumer food exper...

1 year ago

47 minutes

The Commodity Kitchen with David Maloni

Inside the Foodservice Supply Chain with Meal Ticket CEO Wink Jones

In this episode of Farm to Fork: The Innovators, I sit down with Wink Jones, co-founder and CEO of Meal Ticket, to discuss the evolving challenges and opportunities in the foodservice supply chain. We dive into Wink's journey from being a professional kayaker to leading an innovative SaaS company that’s transforming how data is used across the industry. Together, we unpack the complexities of outdated systems, the hurdles of data normalization, and how Meal Ticket’s tools are enabling distrib...

1 year ago

38 minutes

The Commodity Kitchen with David Maloni

Cultivating Change: Regenerative Agriculture, Restaurant Collaboration, and Consumer Connection with Richard Tufton, Vice President of Supply Chain for Regenified.

Welcome to Farm to Fork: The Innovators. Our guest for this episode is Richard Tufton, Vice President of Supply Chain at Pastured Proteins for Regenified, a company committed to advancing regenerative agriculture and protecting it from greenwashing. In this episode, we explore Richard’s expertise in promoting regenerative farming practices to improve soil health and create more sustainable, nutrient-dense food. With Regenified’s certification seal, Richard and his team ensure consumers can tr...

1 year ago

53 minutes