Michael Harvey is joined by Senior Dairy Analyst Lucas Fuess from the US to unpack his report looking at the wave of cheese production capacity coming down the pipeline in the US. The team discuss the who, where, and why driving this investment, and look at what it might mean for Australian and New Zealand dairy sectors. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.