Our Advantage

November 16, 2022

• NZ milk is down & NZ farmers get a look at their emissions priced future

• Euro cost of production – Wow

• Alternate proteins all the rage with suppliers, what about customers?

• Markets are soft

November 2, 2022

• When will China come back? Ummm what if they don’t want to “come back”?

• World is de-globalising and moving to regionalisation, where to for Dairy?

• Logistics challenges are still there, same old culprits with some new kids thrown in.

• Some big falls on gDT last night, time to do some crystal balling.

October 19, 2022

• A land of flooding rains….

• We’re at SIAL and there is a fight going on

• Xi extends his reign…. And COVID zero

• NZ hitting peak as we speak

October 5, 2022

• It’s looking pretty crazy out there, buckle up!

• Shipping rates continue to crash…just….not for us

• Shrinkflation is a thing in Europe and it’s hurting demand

• Back to Basics

September 21, 2022

• Finally someone is growing milk, Yanks save the day?

• Aussie manufacturers look at markets with trepidation

• Sometimes being the weakling is a strength: AUD&NZD benefit from being weak

• Many Asian markets starting to open up, could be the start of a comeback

September 7, 2022

• Ausfine is at FHA Singapore

• What do we do about our shipping buddies?

• China is….. not back!

• Is Europe staring down the barrel of a hellish winter what does it mean for dairy?

August 17, 2022

• gDT fell again BUT was it actually a sign of stability creeping in?

• Rumours out of China send a scare through Oceania Dairy and Meat

• Shipping issues in US shift Eastward

• Sometimes being exceptional is not a good thing. Cali drought is exceptional!

August 3, 2022

• WMP & SMP continue to decline

• Cheddar premium over WMP widening

• Oceania may switch product mix to more cheese for coming season

• How will US CME Cheese market react?

July 20, 2022

• Europe on fire, add that to the…well… fire

• Important sub-con markets disappear

• China demand still shaky

• Local currencies offer some relief

July 6, 2022

• Warehouses are full, are we facing the mother of all bullwhips?

• US cheese pricing is falling…even though milk continues to fall as well.

• Aust Dairy industry milk negotiation period comes to an end…finally. What now?

• Pricing is softening but EU producers don’t care “we don’t have the milk anyway”

June 22, 2022

• Aussie Dairy Co.’s facing the ultimate damned if you do / damned if you don’t situation

• Despite falling milk US markets take a breather

• Light at end of shipping tunnel or on-coming 23,000 TEU ULCV container ship?

• =If(point3=”True”,”watchoutforinventoriestoexplode”,”businessasusual”)

June 6, 2022

May 18, 2022

• gDT down 2.9% but let’s look closer

• Bans on all things Russia causing product to pop up in unusual places

• Infant story normally about China, but it’s a big problem in USA

• Big question is do high retail prices cause a pullback in demand?

May 5, 2022

• Australian Dairy play chicken with the market

• Just when you thought it couldn’t get worse on US West Coast, Los Angeles we’ve got another problem

• Russia tells Poland and Bulgaria – no gas for you, what does it mean for dairy?

• Water a big issue in the West of USA & that’s before summer even starts

April 22, 2022

• Focus is on China right now, let’s recap

• More China talk – what’s this gonna do to shipping?

• WMP pricing falls – it’s more severe than you think

• Pricing showing signs of running out of steam at least in NZ & US

April 7, 2022

• EU – no milk / no product / no power (maybe a little exaggeration..)

• Shanghai in lockdown, just another day in the new world

• Port of L.A. definitely seeing some light between those vessels out there

• Massive increase on Instant WMP caused by Sunflowers?

March 16, 2022

• VALE DON SCARLETT 1947-2022

• China’s demand could be flattening / falling?

• New season milk pricing already on the table in Australia – it’s big

• Does demand stop at these pricing levels? What happens when cheaper alternatives aint so cheap?

March 2, 2022

• Our thoughts and love go out to the people of Ukraine (& to our Russian friends caught up in this mess)

• It’s getting Biblical down here; we’ve had droughts, a pandemic, now how about floods

• While our attention has been diverted, NZ milk has plummeted

• How much is that US cheese in the window? Its cheap but you can’t have it!! (well not for a while anyway)

• We gotta mention the gDT result

February 21, 2022

• USA shipping…. It will get better soon, Right?? Right??

• Trade comes to EU are we transferring the problem?

• Australia re-opens it’s border next Monday – Daigou mark 2?

• Farmers getting more in their cheques globally, so where’s the milk?

February 2, 2022

• Trade gets nervous when prices start to get to these levels

• China gets curiouser and curiouser

• US butter and cheese behaviour shows not everyone believing the hype

• NZ is dry and the rains haven’t come, more milk downgrades on the way?