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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.
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.
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra StoneX Group Inc., som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.