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Ausfine Foods recognises that the world does not stay still, and neither does international trade. Ausfine’s value preposition is the sharing of information and insights with our trusted suppliers and customers.

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Latest headlines from the trading floor

EDITION 199

  • Anyone for a swim? North Island Kiwis under water
  • Some Euro traders have called the bottom, at least for now

  • Dairy Farmer exits are a global phenomenon

  • Middle East demand, the quiet achiever!

READ MORE
EDITION 198

January 18, 2023

  • California is the new Australia – land of drought & flooding rains
  • China is back – it’s just that no one noticed

  • Euro winter is mild – more milk?

  • Aussie processors scrambling for milk

READ MORE
EDITION 197

December 21, 2022

  • Europe sends a pretty clear message, we’ve got dairy products to sell

  • It’s still crazy dry in Cali, so are the cows packing up for greener pastures?

  • China’s infant market claims another victim upon It’s rocky shores

  • Merry Christmas from all of us at Ausfine – another crazy year to add to the pile

READ MORE
EDITION 196

December 7, 2022

  • Oops, maybe Europe has a bit more milk than we bargained for

  • China showing green shoots of COVID easing restrictions – do we start overreacting yet?

  • NZ is down on milk but does it matter?

  • Factories are being boarded up here in Australia

READ MORE
EDITION 195

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

READ MORE
EDITION 194

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.

READ MORE
EDITION 193

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

READ MORE
EDITION 192

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

READ MORE
EDITION 191

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

READ MORE
EDITION 190

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?

READ MORE
EDITION 189

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!

READ MORE
EDITION 188

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?

READ MORE
EDITION 187

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

READ MORE
EDITION 186

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”

READ MORE
EDITION 185

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”)

READ MORE
EDITION 184

June 6, 2022

  • Release the bulls reason 1 – Milk! falling milk everywhere – USA down 1% in April

  • Release the bulls reason 2 – Cost of everything is going up so dairy prices need to keep pace

  • Climb into your cave bears reason 1 – China!! Wherefore art thou China?

  • Climb into your cave bears reason 2 – A lot of warehouses are full already

READ MORE
EDITION 183

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?

READ MORE
EDITION 182

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

READ MORE
EDITION 181

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

READ MORE
EDITION 180

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?

READ MORE