News and insights

Uncertainty over a demand revival is clouding the global outlook. With rising geopolitical risks, consumer sentiment is mixed. Spending may decline as debt swells and

Little has changed in terms of the supply and demand fundamentals in the outlook. Milk supplies continue to slow in the EU and US, stocks

Global milk supplies are flat to tightening, providing support to prices, but demand weakness for ingredients in domestic and export markets prevents market pricing from

Global markets continue to drift sideways with slowing milk production and languishing demand, but commodity fundamentals are mixed, and price action may be decoupled from

The outlook for market fundamentals is gradually improving beyond the short-term at a macro level as global milk supplies slow. Milk production in both the

The outlook for market fundamentals is improving but there are some short-term headwinds to get through before we see some lift in product values. The