Our Advantage

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?

January 19, 2022

• First edition of Dairy Planet of the year, we may need to keep our 2021 hard hats on!

• SMP is looking like it could head to the moon

• Omi-god now we’ve got Omicron surcharges!!

• Milk down everywhere, when did that last happen?

December 22, 2021

• 2021 – A year of shipping hopes dashed

• 2021 – A year of no more lockdowns dashed

• 2021 – A year of milk growth dashed

• 2021 – A year of inflation only being “transitionary” dashed

• 2021 – You can join your mate 2020, 2022 what have you got for us?

December 8, 2021

• Shipping issues spread to the EU, kind of like a certain pandemic

• US milk now down, that’s 3 out of the big 3 down

• The reasons are mixed but the results are the same, costs are up – Canada

• China buying still subdued!

November 17, 2021

• Where’s the new milk gonna come from?

• China, can someone tell us what’s going on?

• Australia – we’ve got water down here, lots and lots of it

• COVIDs ripple effect showing up in weird and not-so-wonderful ways (no cold storage in NZ / Pallets)

November 3, 2021

• Are international customers turning away from US supply?

• Proteins run looks set to continue

• US Dairy expansion could be affected by these methane limits coming out of Glasgow

• China still subdued on gDT buying but Africa saying we want cheese!!

October 21, 2021

• Are the first cracks of relief starting to show in shipping?

• What’s the real story on China demand?

• Another Aussie meat packer banned into China

• A watch-out to export markets when it’s easier to just sell the product at home.

October 5, 2021

• Fonterra continues the pull back to home, For Sale sign out for Fonterra Australia

• Cali ports…Let’s not ask if it could get worse, I’m not sure we want to know

• Where did all the Dai gou? Infant sector suffering

• Euro market is hot hot hot

September 22, 2021

• Did China buyers forget gDT was on last night?

• Australia managing to annoy a lot of people, what does it mean for trade?

• Forget about my kingdom for a horse….in the US, a truck will do.

• EU milk flat / US milk growing but at a slower pace

September 8, 2021

• “Every other commodity is going up, why would Dairy be any different?”’

• Exporters / Importers on watch out for unethical behaviour from shipping lines

• Those beach muscles are going to become a lot more expensive

• “Near Sourcing” now definitely a thing, but more so out of necessity than ethical concerns

August 18, 2021

• Global shipping turning into the Hunger Games

• USA – My kingdom for a truck

• Euro’s are back from holidays and they’re buying

• Kiwi’s join us Aussies in trying on this lockdown thing again

August 4, 2021

• 4th august 2021
• Oops they (Fonterra) did it again
• SEA in & out of lockdown smashes demand outlook, now China also!
• Just when you thought shipping couldn’t get worse
• NZ looks primed for strong start to Spring

July 21, 2021

• USA is the future of global milk growth
• Fonterra removed nearly 20,000MT of WMP from the gDT Auction, but it still went down.
• Just when you thought it was safe to go back to the restaurant, COVID is back & it’s bought a friend
• Are shipping delays driving global inflation?

July 8, 2021

• First material crack in gDT results (for quite sometime)
• It’s hot in North America and drought talk picking up steam
• When will shipping issues ease? Let’s look into the crystal ball
• Australia’s milk still predicted to be flat for 21/22 – well that’s disappointing!

June 16, 2021

• Australian Dairy processors pay top dollar to secure milk now can we see some growth…
• BREXIT 6 months on / UK AUST FTA is here!
• Shipping you’re not imagining it, it’s as bad as it has ever been
• US consumers double down; yes, we’ll eat out AND at home

• As China and US compete for global influence, Asia Pacific region is a key geography for both, the competition between China and USA will continue for some time without either government backing down.
• Australia needs to understand this power transition and competing interests, which is not unlike similar power transitions historically, and have a clear set of desired objectives and strategies.
• Once the strategy and objectives are defined, Australia can be selective and on each issue, on case by case decision, to drive outcomes per our objectives and strategy.
• Individual organizations and companies need to be aware of the potential time frame, identify the risks, and plan accordingly.
• If you are interested in learning more, Professor White’s most recent book, How To Defend Australia unpacks this transition and is a worthwhile read for anyone considering how to navigate through.

June 3, 2021

• Ausfine Launches the “Ausfine Marketplace”
• What is going on with instant WMP on gDT?
• Europe forgot to have Spring
• US cheese pricing keeps softening – why?
• Will China ’s revision to child policy make a difference?
• New CFO joins Ausfine