In this episode, we explore the rise in global dairy prices underpinned by China’s expanding appetite for our dairy products with growing demand for high-protein foods. We also discuss the economic impact of trade tensions and how farmers can navigate this market volatility. Plus, the importance of future policy settings in the face of an unpredictable global landscape.

Guests include:

1. Stu Davison, Senior Manager of global market insights, High Ground Dairy
2. Cristina Alvarado, Head of dairy insights, NZX
3. Bruce Weir, General Manager of rural banking, Rabobank

Hosts:

1. Sheryl Haitana, Editor, Dairy Exporter
2. Anne Lee, Deputy Editor, Dairy Exporter

Senior manager of global market insights at High Ground Dairy,  Stu Davison, unpacks the latest dairy market volatility and what it means for New Zealand farmers. He discusses the impact of Trump’s trade policies, the role of tariffs as a negotiation tool, and why China remains a key player in global dairy demand. Stu also examines shifting commodity trends, the rise of China as a dairy exporter, and how high-protein diets are reshaping consumer demand. Plus, he shares insights on futures market trends and what to watch for in the season ahead.

Cristina Alvarado, Head of Dairy Insights at NZX, breaks down the latest Global Dairy Trade auction results and the factors driving rising dairy prices. She discusses China’s strong market presence, shifting global demand, and the impact of lower product volumes from Fonterra. Cristina also explores the influence of tariffs on trade, trends in international milk supply, and how futures markets are responding. Plus, she shares insights on what farmers can expect as the season progresses.

Bruce Weir, General Manager of Rural Banking at Rabobank, discusses the current outlook for New Zealand’s dairy sector and what it means for farmers. He highlights the positive outlook for dairy prices, supported by stable global supply and strong demand from China. Bruce also explores how farmers are managing market volatility through futures contracts and locking in margins. He touches on the renewed confidence in property markets, with farmers expanding and upgrading infrastructure, and the rise in investment in on-farm efficiencies. Additionally, Bruce shares insights on managing costs, interest rates, and the challenges ahead, while maintaining an optimistic view of the future of dairy. 

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