Episode 49 - What is happening in the cattle market?
U.S. dairy farmers have been earning more and more of their income from the sale of calves and slaughter cows over the past 3 years. Gavin McPherson joins me to talk about what drove the cattle market to record high levels and what he makes of the 10% selloff we saw in the second half of October.
--------
24:58
--------
24:58
Episode 48 - Plenty of milk in NZ but tight in AU
Dustin Winston was in Australia and Singapore and attended the SGX-NZX conference and talks about what he heard about milk production for New Zealand and Australia as well as Chinese demand.
--------
15:57
--------
15:57
Episode 47 - New OTC Swaps for EU WPC and FFMP
StoneX has announced a new partnership to add dairy prices reported by Expana to StoneX Plus and launch OTC swaps that will settle to some of those prices. With demand for WPC and fat filled milk powder (FFMP) the industry has been looking for ways to manage the price risk with these products.
--------
14:43
--------
14:43
EU Dairy Demand Weakening
We held our annual EU outlook conference in Dublin Ireland last week and the sentiment was very bearish for the European dairy market. The supply side has received a lot of attention, but demand also seems to be softening. I talk to John Lancaster about the conference and supply and demand dynamics.
--------
18:41
--------
18:41
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.
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.
South Africa