Show Notes
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.
More from Dairy Insights: Heard Mentality
YiFan Li and John Lancaster join me for a roundtable discussion of dairy demand in Asia, European milk production and the impact of the conflict in Iran.
New Zealand GDT prices for major dairy products are up anywhere from 17% to 32% since December while New Zealand milk production is running strong, what is driving this rally?
The U.S. dairy markets rallied in the lead up to the big IDFA conference. Dustin Winston and I were both at the conference and the sentiment was less bearish than expected but we did have a few bullish take-aways.
Dairy buyers and sellers from around the world gathered at Gulfood in Dubai last week. Vipin Kumar, StoneX Vice President of Middle East Dairy was there and shares what he heard.
Lumpy Skin Disease continues to spread in Europe, Bluetongue was recently found in Northern Ireland for the first time and bird flu was found in dairy cows for the first time in Wisconsin. Could these diseases suddenly slow milk production growth faster than the market is expecting?