Dairy Insights: Heard Mentality
by StoneX Group Inc.
Latest episode
Episode 56 - Global Supply and Demand Roudtable
Episode 56 - Global Supply and Demand Roudtable
About this podcast
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.
Episodes
The newest 20 of 57 episodes
- Episode 56 - Global Supply and Demand Roudtable · 23 min · Episode 1YiFan Li and John Lancaster join me for a roundtable discussion of dairy demand in Asia, European milk production and the impact of the conflict in Iran.
- Episode 55 - What is driving GDT prices? · 20 min · Episode 1New Zealand GDT prices for major dairy products are up anywhere from 17% to 32% since December while New Zealand milk production is running strong, what is driving this rally?
- Episode 54 - IDFA and U.S. Dairy Rally · 19 min · Episode 1The U.S. dairy markets rallied in the lead up to the big IDFA conference. Dustin Winston and I were both at the conference and the sentiment was less bearish than expected but we…
- Episode 53 - Gulfood and Strong MENA Demand · 13 min · Episode 1Dairy buyers and sellers from around the world gathered at Gulfood in Dubai last week. Vipin Kumar, StoneX Vice President of Middle East Dairy was there and shares what he heard.
- Episode 52 - Animal Diseases Keep Hitting Dairy · 25 min · Episode 1Lumpy Skin Disease continues to spread in Europe, Bluetongue was recently found in Northern Ireland for the first time and bird flu was found in dairy cows for the first time in…
- Episode 51 - When will the dairy market turn? · 22 min · Episode 1We've seen sharp drops in dairy prices, is there any reason to be bullish right now? When will the market start to turn higher?
- Episode 50 - Bearish Gulf Food · 16 min · Episode 1Market talk at Gulf Foods, one of the largest global food trade fairs, was mostly bearish, centered on when is the dairy market going to bottom out.
- Episode 49 - What is happening in the cattle market? · 25 min · Episode 1U.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…
- Episode 48 - Plenty of milk in NZ but tight in AU · 16 min · Episode 1Dustin 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…
- Episode 47 - New OTC Swaps for EU WPC and FFMP · 15 min · Episode 1StoneX 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…
- EU Dairy Demand Weakening · 19 min · Episode 1We 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…
- Episode 45 - U.S. Butter Price Collapses, Cheese Next? · 24 min · Episode 1Summary: 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…
- Episode 44 - EU Butter and Cheese Prices Down · 21 min · Episode 44Summary: 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…
- Episode 43 - GDT Prices and the Fat Market · 17 min · Episode 1GDT 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…
- Episode 42 - Lumpy Skin Disease in the EU · 25 min · Episode 1We 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…
- Episode 41 - Are dairy futures driving the spot market · 21 min · Episode 1CME 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…
- Episode 40 - US and EU Cheese Markets · 19 min · Episode 1We've seen a significant rally in U.S. spot cheese and future prices and some significant strength in deferred EU OTC prices. Desmond Strelzow joins me to talk about the EU…
- Episode 39 - EU Butter and Cheese Markets Still Have Buy Side Support · 15 min · Episode 1EEX butter futures have been trending a little lower, but every time they dip, buyers seem to show up. We've seen a similar pattern for cheese but EEX SMP has been on a straight…
- Episode 38 - GDT_SGX Rally and Growth in Chinese Milk Production · 20 min · Episode 1YiFan 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.
- Episode 37 - Whats Up and Down in the US Dairy Market · 22 min · Episode 1This 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.
