אודות פרק זה
A second case of foot and mouth disease has been discovered in Europe and John Lancaster discusses what he saw and heard around weather and milk production in New Zealand and a partnership we have to bring a focus on margins and hedging to NZ dairy farmers.
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פרקים אחרים בפודקאסט הזה
During March there were 2 new cases of FMD in Hungary and 5 new ones in Slovakia. Florian Hildebrand joins me to discuss the spread of FDM and what we know about the impacts on the dairy markets.
This week I talk to Dave Kurzawski about the U.S. spot and futures markets and the impact that tariffs or threats of tariffs have had.
YiFan Li comes on to talk about the strength we've seen in GDT/SGX prices and NBS data suggesting milk production in China was up 1.7% during the first quarter.
We got a pulse check on global dairy demand with Gulfood and the ONIL tender last week. It's not time for the defibrillator yet, but things aren't great.
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-StoneX Group Inc., שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.
