News and insights

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

There is growing belief that the low point of this commodity price cycle is in the rearview mirror. Global market fundamentals are improving but the

It is overly hopeful to think that improving fundamentals will turn the market in the short-term. Low prices aren’t stimulating demand – there isn’t belief

Mounting supply side pressures are gradually improving global dairy market fundamentals. There are some early signals of improving demand in export markets, although some new