Dairy Insights: Heard Mentality

Milk production in California during November was down 9.2% from last year which was a record decline. Dave Kurzawski talks about impacts for the markets and some big picture predictions for 2025.

Milk production in Europe is growing again, both year-over-year and seasonally while buyers are stepping away from the market for the year-end holidays. Desmond Strelzow talks about the weakness we're seeing across most dairy prices in Europe right now.

Will GDT WMP break the $4,000 mark? YiFan Li discusses the surprising GDT Event results and we talk about the ONIL and Vinamilk tenders that just wrapped up.

Alfredo Resendiz-Rojo leads our efforts to develop dairy risk management in Latin America. This week he comes on the podcast to talk about Brazil and what he is hearing about Mexican demand for NFDM.

SIAL is one of the biggest food trade shows in Europe and just wrapped up. In this episode, I talk with Aureilien Houitte from our team who attended SIAL and talked with dairy buyers and sellers there.

Dustin Winston, Commodity Market Analyst on the dairy team, spent a few weeks traveling around Australia and attending the SGX dairy conference in Singapore. He shares what he heard on AU/NZ milk production and product mix as well as Chinese import demand.

Market sentiment at the SGX dairy conference was mixed. Our newest team member, Jeanette Tan, from our Singapore office shares what she heard from the suppliers, traders and buyers at the conference.