Show Notes
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.
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?
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?
We've seen sharp drops in dairy prices, is there any reason to be bullish right now? When will the market start to turn higher?