Episode 45 - U.S. Butter Price Collapses, Cheese Next?
Summary: The CME spot butter price fell 17% during August hitting the lowest levels of 2025. I talk with Dave Kurzawski about the declines in butter and whether cheese prices are next.
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23:41
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23:41
Episode 44 - EU Butter and Cheese Prices Down
Summary: We've seen OTC cheese and butter prices for the fourth quarter drop about 10% from their recent highs as milk production in Europe, and elsewhere, turns out better than expected and demand may be softening. Fearghal McCabe talks about the EU market and whether we'll see prices rebound as buyers come back from summer holidays.
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20:59
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20:59
Episode 43 - GDT Prices and the Fat Market
GDT results last week were mixed with AMF prices up but butter prices down and WMP prices counter seasonally increasing. Nate Donnay talks with Niall Alsafi about GDT and what is driving the divergent price action.
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16:59
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16:59
Episode 42 - Lumpy Skin Disease in the EU
We can now add Lumpy Skin Disease (LSD) to the list of diseases impacting dairy cows in Europe along with Bluetongue and Foot and Mouth (FMD). John Lancaster shares details on the discovery of LSD in late June, the spread since then and what we should expect going forward.
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25:10
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25:10
Episode 41 - Are dairy futures driving the spot market
CME spot cheese and butter prices have rallied almost 40 cents a pound and 30 cents a pound from their recent lows to their peaks last week. Dave Kurzawski joins me to talk about the market move and what is driving it.
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 market analysts and brokers from our global team breakdown what is happening in the U.S., EU, Oceania and Asian markets to help make sense of your local market.
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