Shows
The Daily Dairy DigestStressed Supply & Demand DestructionThe EU milk supply is continuing to be tight. Milk collections are not only down, but also thin. But buyers keep resisting higher prices, saying these prices are killing demand. Their hope is market prices will trade lower, but are the right to think so?
2024-09-0219 minThe Daily Dairy DigestThe Dairy Digest: 9th of NovemberIn today's podcast we talk about the quick surge in butter prices, the sustainability of the higher prices and about the trades that we have done in the recent days.
2022-11-0808 minThe Daily Dairy DigestThe Daily Dairy Digest: 31th of OctoberWe are back, and hope to be on a more frequent basis. In this podcast we take a look at the bearish dairy markets and will explain you why we think we have not reached to bottom yet. Dairy markets will see more pressure in the weeks to come.
2022-10-3015 minThe Daily Dairy DigestDairy Digest: The SIAL Day 1Our update from SIAL where the sentiment is bearish. Markets are expected to trade down.
2022-10-1708 minThe Daily Dairy DigestThe Daily Dairy Digest: 10th of OctoberThe last daily podcast in the series for this year. We will be back with a Weekly podcast after the SIAL
2022-10-1009 minThe Daily Dairy DigestThe Daily Dairy Digest: 7th of OctoberIn The Daily Dairy Digest of today we see
butter trading between 6680 and 6740 for october
we see Q1 butter trades stabalize
we see cheese demand and offers coming closer togheter
we see smp market turn a bit more bearish.
2022-10-0706 minThe Daily Dairy DigestThe Daily Dairy Digest: 6th of OctoberIn today's podcast we talk about the bearish market and the 500mt of Butter we traded in Q4+Q1+Q2
2022-10-0608 minThe Daily Dairy DigestThe Daily Dairy Digest: 5th of OctoberIn today's podcast we will talk about
the weaker gdt
the french and german milk intake
the trades for butter between 6550 and 6900
the trades for smp at € 3580
2022-10-0509 minThe Daily Dairy DigestThe Daily Dairy Digest: 4th of OctoberIn today's podcast:
the GDT is expected to trade stable/slichtly higher
Irish milk in august is up 0.9%
Irish smp production is up 6%
Butter traded around € 6750 for November
And Butter traded at € 6650 Q1
2022-10-0407 minThe Daily Dairy DigestThe Daily Dairy Digest: 3th of OctoberIn today's podcast we speak about the bearish outlook for the dairy market, we talk about the last week and look ahead to the week to come.
2022-10-0311 minThe Daily Dairy DigestThe Daily Dairy Digest: 29th of SeptemberIn today's podcast we talk about the weaker market for liquids, the worries on the energy market and our trades for butter and cheese.
2022-09-2910 minThe Daily Dairy DigestThe Daily Dairy Digest: 28th of SeptemberIn today's podcast, we look at the sentiment on the market, we tell you about our butter and cheese trades and the lower moving smp market.
2022-09-2808 minThe Daily Dairy DigestThe Daily Dairy Digest: 27th of SeptemberIn today's podcast we speak about the plunge of the GBP, the weak Euro against that dollar, the lower gas and oil prices, and we report about our butter trades.
2022-09-2707 minThe Daily Dairy DigestThe Daily Dairy Digest: 26th of SeptemberIn today's podcast, we take a look at last week, and how we start week 39!
2022-09-2607 minThe Daily Dairy DigestThe Daily Dairy Digest: 23rd of SeptemberGouda trading at € 5150,- Butter between € 6825,- and € 7050 and SMP prices trading between € 3575,- and € 3650,-.
2022-09-2307 minThe Daily Dairy DigestThe Daily Dairy Digest: 22nd of SeptemberIn today's podcast we take a quick look at the difference between the liquid market and the commodity market, and we tell you about our butter and cheese trades!
2022-09-2209 minThe Daily Dairy DigestThe Daily Dairy Digest: 20th of SeptemberIn today's update podcast we will speak about the 250mt of butter we have brokered, we look at the Belgium milk intake and we wait for the GDT results of tomorrow.
2022-09-2007 minThe Daily Dairy DigestThe Daily Dairy Digest: 19th of SeptemberThis week's GDT, the FED interest rate hikes and the traded volumes of last week.
2022-09-1909 min2022-09-1506 minThe Daily Dairy DigestThe Daily Dairy Digest: 13th of SeptemberIn today's podcast, we discuss the forecast from Goldman Sachs for lower gas prices, we speak about the US inflation and the expected FED hikes and we tell you about our butter trades.
2022-09-1408 minThe Daily Dairy DigestThe Daily Dairy Digest: 13th of SeptemberOn today's podcast we talk about the French, German and Dutch milk collection, we take a look at the energy prices and we tell you about our trades for butter.
2022-09-1308 minThe Daily Dairy DigestThe Daily Dairy Digest: 12th of SeptemberIn today's podcast, we talk a bit about risk management and the biggest risks we think the market faces today.
2022-09-1213 minThe Daily Dairy DigestThe Daily Dairy Digest:9th of SeptemberIn today's podcast, we take a quick look at the gap between physical trades and future trades. We talk about the trades for butter and SMP and we wish you a good weekend!
2022-09-0907 minThe Daily Dairy DigestThe Daily Dairy Digest: 8th of SeptemberIn today's podcast, we take a look at the energy markets, we talk about the stronger euro against the dollar and we see that the dairy market is stuck.
2022-09-0809 minThe Daily Dairy DigestThe Daily Dairy Digest: 7th of SeptemberIn today's podcast, we take a look at the GDT results of yesterday, we speak about the Polish and US milk collection and we report about our trades on butter, smp and cheese.
2022-09-0710 minThe Daily Dairy DigestThe Daily Dairy Digest: 6th of SeptemberIn today's podcast, we will tell you about the French and the German milk collections, we take a look at the weaker euro and higher gas prices and we will tell you about the 600mt of the product we brokered.
2022-09-0607 minThe Daily Dairy DigestThe Daily Dairy Digest: 5th of SeptemberIn today's podcast, we take a look at what to expect for week 36. We have the GDT on Tuesday, a trade fair in Singapore, more rain, and the closing of the North Stream 1.
2022-09-0510 minThe Daily Dairy DigestThe Daily Dairy Digest: 2th of SeptemberToday's podcast is only a short one. We see the market more bearish as buyers are pulling back, but sellers are stepping up.
2022-09-0208 minThe Daily Dairy DigestThe Daily Dairy Digest: 1st of September Make or Break the dairy marketWill September make or break the dairy market? We will know for sure in 30 days, but we take a look ahead. Because there are many factors that will have a impact on the dairy market in the weeks to follow.
2022-09-0110 minThe Daily Dairy DigestThe Daily Dairy Digest: 30th of AugustIn today's podcast we talk about CO2, we tell you about the Fench Milk collection and we report our butter and SMP trades.
2022-08-3006 minThe Daily Dairy DigestThe Daily Dairy Digest: 31th of AugustIn today's podcast, we take a look at the german inflation, we see energy prices come back down and we tell you about the brokered prices for SMP, Butter, and Cheese.
2022-08-3007 minThe Daily Dairy DigestThe Daily Dairy Digest: 29th of August Confirmation BiasIn today's podcast, we talk about confirmation bias and the outlook for Butter / SMP and Cheese.
2022-08-2911 minThe Daily Dairy DigestThe Daily Dairy Digest: 26th of AugustIn today's podcast, we talk about the milk supply worldwide, we speak about the energy crisis and we tell you all about the trades on cheese and butter of yesterday.
2022-08-2608 minThe Daily Dairy DigestThe Daily Dairy Digest: 25th of AugustIn todays podcast we take a look at the quotations, we see the butter market is slowly trading higher and higher, we see more demand for cheese in Q4 and SMP prices continue to climb higher and higher.
2022-08-2508 minThe Daily Dairy DigestThe Daily Dairy Digest: 24th of AugustIn today's podcast we take a look at the price of feed, we talk about the US stock and milk supply and we tell you about our butter, cheese, and powder trades.
2022-08-2407 minThe Daily Dairy DigestThe Daily Dairy Digest: 23th of AugustIn today's podcast we take a look at the euro/dollar fx rate, we speak about the impact of the energy prices and we take a look at the French and German milk intake!
2022-08-2209 minThe Daily Dairy DigestThe Daily Dairy Digest: 21th of AugustIn today's podcast, we take a look at the firming markets for all dairy commodities, we tell you about the latest trades for butter and cheese and we tell you all about our expectations for the upcoming week.
2022-08-2111 minThe Daily Dairy DigestThe Daily Dairy Digest: 19th of AugustIn today's podcast, we discuss an article we found via linked-in via one of our partners. We found it interesting to read, to read the article, please find it here
UK food inflation soars to 14-year high, and dairy products are hardest hit (dairyreporter.com)
2022-08-1909 minThe Daily Dairy DigestThe Daily Dairy Digest: 18th of AugustIn today's podcast, we see higher prices for cheese, lower prices for butter, and more demand for liquids.
2022-08-1807 minThe Daily Dairy DigestThe Daily Dairy Digest: 17th of August GDT resultsIn today's podcast, we take a look at the GDT results and the difference between the correction in NZ and the US compared to the EU. Especially for cheese and butter.
2022-08-1710 minThe Daily Dairy DigestThe Daily Dairy Digest: 16th of AugustA short podcast today with information about the French and German milk intake, we look ahead to the GDT event of this afternoon and we update you about our bids and offers for butter , cheese and powders.
2022-08-1505 minThe Daily Dairy DigestThe Daily Dairy Digest: 15th of AugustIn today's episode, we make a total analysis of the dairy market. We take a look at the milk intake and how we think it will impact the market. We also take a look at de demand development and the import/export balance. If you want to read this podcast please see our daily dairy update.
2022-08-1518 minThe Daily Dairy DigestThe Daily Dairy Digest: 12th of AugustIn today's episode, we look at the Dutch Milkintake of July, the German milk intake of last week and we discuss the rumors about the German retail price for the next months. We see butter losing a bit of momentum for closeby and we see SMP price bounce back up a bit.
2022-08-1205 minThe Daily Dairy DigestThe Daily Dairy Digest: 11th of AugustIn today's podcast, we will take a look at the milk valorization for cheese v.s. butter and SMP and the effects we think this will have. Also, we can report trades again for Gouda in Q4 and we see that SMP has found a (temporary) floor.
2022-08-1109 minThe Daily Dairy DigestThe Daily Dairy Digest: 10th of AugustIn today's episode, we tell you about the GDT pulse result, our trades for SMP, Butter and Cheese.
2022-08-1004 minThe Daily Dairy DigestThe Daily Dairy Digest: 9th of AugustIn this episode, we are seeing more demand for cheese and butter, but a bit less demand for smp. Prices for SMP are well below 3600 but need to be below 3400 to find interest.
2022-08-0908 minThe Daily Dairy DigestThe Daily Dairy Digest: 8th of AugustThe First Episode of the Daily Dairy DIgest. A daily podcast about the European dairy commodity market. With information about milkproduction, commodity prices and our personal expectations.
2022-08-0810 min