News and insights

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

The outlook for market fundamentals continues to be mixed – while there are mounting supply side pressures from weather and poor margins that will slow

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