Show Notes
Jon Spainhour and Cody Koster break down the latest GDT results, China’s surprising 50% year-over-year increase in purchases, and what shifting New Zealand and European prices could mean for U.S. cheese exports and CME markets.
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Cody Koster and Jon Spainhour break down the latest GDT auction, including gains in milk powders, falling cheddar prices, regional purchasing trends, and what widening global price gaps could mean for US dairy exports.
Cody Koster and John Spainhour break down the October 6 Global Dairy Trade auction, where the overall index rose 1.2%. They discuss continued strength in skim milk powder, weaker cheddar and mozzarella prices, shifting global buying patterns, and declining U.S. dairy exports. The conversation also explores China’s slower purchasing pace and how competitive global pricing is influencing demand for U.S. dairy products.
Jon Spainhour and Brian Fletcher examine strong Southeast Asian participation, shifting global dairy demand, the price gap between international and U.S. markets, and what the latest GDT results could mean for U.S. dairy exports moving forward.
Cody Koster and John Spainhour break down the latest moves in milk powder, butter, AMF and cheese prices, along with global buying trends and China’s participation.
In this episode of The Dairy Feed, hosts Jim Matthews and Kathleen Wolfley break down the shifting market dynamics impacting dairyoperations as they look toward year-end and 2027.