Here is Ged Kerr in our latest edition of the Inside Track, breaking down the 1.6% drop in the GDT. Fats remain firm while powders and cheese show some softening, with butter supply still tight and AMF edging higher. Ged also covers whole milk powder demand from North Asia, steady skim pricing, and continued strength in protein markets due to limited supply out of Europe and the US.
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The Inside Track Podcast
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