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Dairy prices are driven by global supply and demand factors, you can’t truly understand what is happening in any dairy market unless you understand what is happening globally. In this podcast dairy ma... more
FAQs about Dairy Insights: Heard Mentality:How many episodes does Dairy Insights: Heard Mentality have?The podcast currently has 47 episodes available.
September 27, 2024Episode 16 - CME Barrel Cheese At Record HighCME spot barrels made a new record high at $2.6225/lb. ($5,780/MT) and U.S. milk production remains weak with bird flu now spreading through the dairy herd in California. I talk to Dave Kurzawski about what we expect for cheese prices through the end of the year....more20minPlay
September 18, 2024Episode 15 - StoneX EU Outlook Conference RecapFeed costs like corn and soybeans are hitting multi-year lows which is boosting profitability for U.S. dairy farmers, will we get stronger milk production in coming months?...more18minPlay
August 28, 2024Episode 14 - Bluetongue in EuropeBluetongue disease is hitting dairy farms in the Netherlands, Germany, France and Belgium and reducing milk production. Florian Hildebrand shares what he is hearing about the spread of the disease and the impact it is having on farmers and processors....more22minPlay
July 29, 2024Episode 12 - EEX Liquid Milk Futures Contract ChangesThe EEX is changing the contract specification for their liquid milk futures contract which could lead to more liquidity across the European dairy contracts as well as offering more transparency around the value of milk and making it easier for farmers and cooperatives to lock in prices for milk....more20minPlay
July 26, 2024Episode 11 - Weak U.S. Milk Production and Stronger PricesU.S. milk production was weaker than expected in June, will the supply side story be enough to push dairy prices to new highs this year?...more18minPlay
July 19, 2024Episode 10 - GDT Results and Chinese Dairy MarketPrices at the GlobalDairyTrade auction (GDT) were better than expected this week and milk production growth in China has slowed down, what is there to be bearish about?...more21minPlay
July 11, 2024Episode 9 - Feed Costs and U.S. Dairy Farm MarginsFeed costs like corn and soybeans are hitting multi-year lows which is boosting profitability for U.S. dairy farmers, will we get stronger milk production in coming months?...more15minPlay
July 03, 2024Episode 8 - EU Market UpdateDairy prices at the GDT Event were down a surprising 6.9% this week which is helping to feed the bearish sentiment in the EU dairy market....more16minPlay
June 27, 2024Episode 7 - Bullish USDA Dairy ReportsU.S. milk production for May was weaker than forecast and U.S. cheese and butter stocks for May were also weaker than expected. Nate Donnay and Dave Kurzawski talk about the reports and expectations going forward....more21minPlay
FAQs about Dairy Insights: Heard Mentality:How many episodes does Dairy Insights: Heard Mentality have?The podcast currently has 47 episodes available.