درباره این پادکست 🔗
The Dairy Café is your bi-weekly update on the global dairy market. Hosted by Vesper's Market Analyst Jasper Endlich and co-hosts Feiko Keilholz and Seb Laurenceau, each episode dives into the latest price trends and developments across key dairy categories, including cheeses, liquids, wheys, and powders, all powdered by Vesper’s commodity data.
Whether you’re buying, selling, trading, or just tracking the market, we’re here to keep you informed.
*This podcast is part of our bi-weekly webinar series. Want the full picture with live charts and data? Sign up free at vespertool.com/webinars.
Whether you’re buying, selling, trading, or just tracking the market, we’re here to keep you informed.
*This podcast is part of our bi-weekly webinar series. Want the full picture with live charts and data? Sign up free at vespertool.com/webinars.
فرکانس به روز رسانی:
every 19 days
میانگین طول صدا:
32 minutes
انگلیسی
ایالات متحده آمریکا
22 قسمت
از سال 10 ژوئیه 2025
episodic
در این پادکست 🔗
آخرین اپیزود 🔗
Euronext launches butter and SMP futures and options on 19 October, cash settled against the Vesper Price Index. In this Dairy Cafe, Augustin Firino Martell of Euronext joins Jasper Endlich and Sebastiaan Laurenceau to talk through what is launching and why it matters.Augustin explains why Euronext…
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In New Zealand, whole milk powder is now cheaper than skim milk powder, for the first time in almost four and a half years. Buy the protein and the fat comes free.Vesper's dairy analyst Jasper Endlich is joined by Feiko Keilholz and Sebastiaan Laurenceau to work through milk and milk powders, the p…
Western Europe's WPC80 benchmark barely moved this week, but underneath it lower priced offers out of the US and Eastern Europe are working into Western Europe and Asia.Vesper's dairy analyst Jasper Endlich is joined by Feiko Keilholz and Sebastiaan Laurenceau to work through the whole board. Butte…
In this Vesper Dairy Cafe episode, the hosts review dairy market moves and then focus on fundamentals shaping milk supply across Europe, the US, and New Zealand. They note midsummer volatility driven by weather, with tight liquid markets pushing skim milk powder (SMP) higher amid strong Asian deman…
The hosts explain doing two Dairy Cafe sessions in a row due to holiday scheduling and introduce a revamped “home feed” that consolidates key market prices (e.g., Gouda), reports, forecasts, and bull/bear drivers with links to sources. They note global skim milk powder prices across Oceania, Europe…
In this Dairy Cafe webinar, the hosts discuss how European heat waves reduced milk output temporarily, pushing spot milk above FrieslandCampina’s payout price and driving higher prices and volatility in butter, cream, skim milk concentrate, and cheese, with large spreads between fresh and frozen bu…
Dairy Cafe: Protein Markets Update — WPC80/WPI Pricing, Demand Shifts, MPC Substitution & Supply Outlook (with Joshua White)
In this episode of Vesper’s Dairy Cafe, the hosts are joined by Josh White to discuss dairy protein markets, focusing on WPC80 and WPI pricing, recent signs of more offer…
The dairy market is moving at two speeds right now, and the next Dairy Cafe is a chance to step back and read the whole board.On one side, butter, milk powders and most cheese have drifted lower through late spring. On the other side, the whey protein complex keeps setting record highs.So which way…
In this market update, the hosts discuss a more bearish tone emerging from the Eucolait conference, with noted weakness in European butter and milk powder. They review skim milk powder/nonfat dynamics, highlighting that US prices fell from just under $5,000/ton to about $4,600/ton but remain over $…
In this episode, Jasper and hosts discuss recent dairy market movements, focusing on butter, cheese, skim/non-fat, whey, and milk proteins. They highlight a major “protein boom” expanding from whey proteins into milk proteins (MPC 85), with April prices up about 25–30% month over month and Q2 MPC s…
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