We've seen a significant rally in U.S. spot cheese and future prices and some significant strength in deferred EU OTC prices. Desmond Strelzow joins me to talk about the EU market and I talk through the drivers behind the U.S. strength and where I think the market is going.
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19:03
Episode 39 - EU Butter and Cheese Markets Still Have Buy Side Support
EEX butter futures have been trending a little lower, but every time they dip, buyers seem to show up. We've seen a similar pattern for cheese but EEX SMP has been on a straight trend lower. I talk to Fearghal McCabe about the EU markets and whether they can stay at a big premium to the U.S.
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15:21
Episode 38 - GDT_SGX Rally and Growth in Chinese Milk Production
YiFan Li comes on to talk about the strength we've seen in GDT/SGX prices and NBS data suggesting milk production in China was up 1.7% during the first quarter.
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20:11
Episode 37 - Whats Up and Down in the US Dairy Market
This week I talk to Dave Kurzawski about the U.S. spot and futures markets and the impact that tariffs or threats of tariffs have had.
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22:22
Episode 36 - Foot and Mouth Spreading in Europe?
During March there were 2 new cases of FMD in Hungary and 5 new ones in Slovakia. Florian Hildebrand joins me to discuss the spread of FDM and what we know about the impacts on the dairy markets.
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.
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