StoneX has announced a new partnership to add dairy prices reported by Expana to StoneX Plus and launch OTC swaps that will settle to some of those prices. With demand for WPC and fat filled milk powder (FFMP) the industry has been looking for ways to manage the price risk with these products.
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14:43
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14:43
EU Dairy Demand Weakening
We held our annual EU outlook conference in Dublin Ireland last week and the sentiment was very bearish for the European dairy market. The supply side has received a lot of attention, but demand also seems to be softening. I talk to John Lancaster about the conference and supply and demand dynamics.
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18:41
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18:41
Episode 45 - U.S. Butter Price Collapses, Cheese Next?
Summary: The CME spot butter price fell 17% during August hitting the lowest levels of 2025. I talk with Dave Kurzawski about the declines in butter and whether cheese prices are next.
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23:41
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23:41
Episode 44 - EU Butter and Cheese Prices Down
Summary: We've seen OTC cheese and butter prices for the fourth quarter drop about 10% from their recent highs as milk production in Europe, and elsewhere, turns out better than expected and demand may be softening. Fearghal McCabe talks about the EU market and whether we'll see prices rebound as buyers come back from summer holidays.
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20:59
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20:59
Episode 43 - GDT Prices and the Fat Market
GDT results last week were mixed with AMF prices up but butter prices down and WMP prices counter seasonally increasing. Nate Donnay talks with Niall Alsafi about GDT and what is driving the divergent price action.
Dairy prices are driven by global supply and demand factors, you can’t truly understand what is happening in any dairy market unless you understand what is happening globally. In this podcast dairy market analysts and brokers from our global team breakdown what is happening in the U.S., EU, Oceania and Asian markets to help make sense of your local market.
Ireland