Global market insights and on-the-ground observations are shaping the perspective of dairy analyst Stu Davison. He recently returned from China and shares what he saw in the evolving bakery and dairy sectors, and what it could mean for New Zealand farmers and milk prices.

In this episode, Anne Lee speaks with Stu about the scale and sophistication of Chinese dairy processing, shifting consumer habits, and how premium ingredients like UHT cream and butter are driving demand. They also discuss global supply growth, New Zealand’s milk price outlook, the shifting focus on ingredient markets over consumer brands, and the role of global trade and currency movements in shaping opportunities for the dairy industry.

 

Host:

• Anne Lee, Senior Journalist, Dairy Country

Guest:

• Stu Davison, Senior Manager, Global Market Insights for HighGround Dairy

 

Stu Davison shares insights from his recent trip to China and his global market observations as milk supply around the world is on the rise.. He explains how visiting large-scale, technologically advanced Chinese dairy and bakery operations has highlighted shifts in consumer habits and premium ingredient demand. Stu also outlines trends in global milk pricing trends, and currency movements and their potential influence on New Zealand’s milk price outlook.

He discusses the strategic focus on ingredient markets over consumer brands and the importance of consistent, high-quality processing to maintain New Zealand’s reputation internationally. Looking ahead, he says the focus is on understanding market signals, adapting to global trends, and positioning New Zealand dairy for long-term value and resilience.

See omnystudio.com/listener for privacy information.