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.
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17:38
Episode 35 - NZ Developments and FMD in Hungary
A second case of foot and mouth disease has been discovered in Europe and John Lancaster discusses what he saw and heard around weather and milk production in New Zealand and a partnership we have to bring a focus on margins and hedging to NZ dairy farmers.
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19:31
Episode 34 - Gulfood and Global Dairy Demand
We got a pulse check on global dairy demand with Gulfood and the ONIL tender last week. It's not time for the defibrillator yet, but things aren't great.
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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