Show Notes
CME spot cheese and butter prices have rallied almost 40 cents a pound and 30 cents a pound from their recent lows to their peaks last week. Dave Kurzawski joins me to talk about the market move and what is driving it.
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?