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Artwork for Dairy Insights: Heard Mentality

Dairy Insights: Heard Mentality

StoneX Group Inc.
Milk Production
Global Dairy Markets
CME Cheese Prices
Bluetongue Virus
China
Dairy Production
Butter Prices
USDA Reports
Derivatives Trading
Skim Milk Powder
Class III Milk Prices
Stonex
European Dairy Market
U.S. Milk Production
Dairy Market
Avian Flu
Dairy Supply Chain
Inflation
Butter Market
U.S. Dairy Markets

Dairy prices are driven by global supply and demand factors, you can’t truly understand what is happening in any dairy market unless you understand what is happening globally. In this podcast dairy market analysts and brokers from our global team breakdown what is happening in the U.S., EU, Oceania and Asian markets to help make sense of your local market.

PublishesTwice monthlyEpisodes47Foundeda year ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Dairy Insights: Heard Mentality

Latest Episodes

We held our annual EU outlook conference in Dublin Ireland last week and the sentiment was very bearish for the European dairy market. The supply side has received a lot of attention, but demand also seems to be softening. I talk to John Lancaster ab... more

Summary: The CME spot butter price fell 17% during August hitting the lowest levels of 2025. I talk with Dave Kurzawski about the declines in butter and whether cheese prices are next.

Summary: We've seen OTC cheese and butter prices for the fourth quarter drop about 10% from their recent highs as milk production in Europe, and elsewhere, turns out better than expected and demand may be softening. Fearghal McCabe talks about the EU... more

GDT results last week were mixed with AMF prices up but butter prices down and WMP prices counter seasonally increasing. Nate Donnay talks with Niall Alsafi about GDT and what is driving the divergent price action.

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Recent Guests

Yifan Li
Head of Dairy in Asia
StoneX
Episode: Episode 38 - GDT_SGX Rally and Growth in Chinese Milk Production
Orillien Huit
Dairy market analyst based in France
Episode: Episode 34 - Gulfood and Global Dairy Demand
Ergo McCabe
Head of EU dairy trading based in the Dublin office
StoneX
Episode: Episode 32 - EU Dairy Markets Softening
Desmond Strelso
Broker in the Dublin office, with a background in trading various commodities.
StoneX
Episode: Episode 17 - Butter Prices Come off the Boil
Dave Krzyzewski
Team lead for the Dairy Risk Management Group in Chicago
StoneX
Episode: Episode 1 - CME Cheese and EU SMP
Fergal McCabe
Head of EU dairy brokerage
StoneX
Episode: Episode 1 - CME Cheese and EU SMP

Host

Nate
Host of Heard Mentality and market analyst specializing in dairy markets with experience at StoneX.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#120
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Episode 30 - GDT Rally, China and SEA Demand 1
Q: What were your takeaways or impressions from your travels in China recently?
Demand in China is recovering a bit, but consumer confidence remains low and thus the market is somewhat stable rather than robust.
Episode 30 - GDT Rally, China and SEA Demand 1
Q: Yifan, what do you make out of the GDT auction this week?
The auction reflects that dairy market is still driven by fundamentals, with China leading the demand for homo powder.
Episode 29 - Foot and Mouth Disease in Germany
Q: What should be done when foot and mouth is detected on a farm?
When detected, the strategy is to cull all cloven-hoofed animals on the farm and nearby farms as a precautionary measure.
Episode 29 - Foot and Mouth Disease in Germany
Q: What is foot and mouth disease?
Foot and mouth disease is a virus that affects cloven-hoofed animals and is endemic in various regions around the world.
Episode 23 - Gulf Food and India's Dairy Exports
Q: What’s your long-term view on India's trade?
India's footprint in the export market is growing with new agreements and continuous supply availability.

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Listeners per Episode
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Location
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Professions
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Household Income
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Frequently Asked Questions About Dairy Insights: Heard Mentality

What is Dairy Insights: Heard Mentality about and what kind of topics does it cover?

This podcast offers an in-depth analysis of the global dairy market, focusing primarily on the dynamics of supply and demand that influence prices across various regions, including the U.S., Europe, Oceania, and Asia. Experts in dairy market analysis discuss key factors affecting local markets, such as tariff impacts, disease outbreaks, and fluctuations in milk production. Each episode typically covers recent developments, market trends, and future forecasts, allowing listeners to understand the interconnectedness of various dairy markets worldwide. A standout feature of this podcast is its basis in expert analysis, providing valuable insights that are particularly beneficial for industry professionals.

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Which podcasts are similar to Dairy Insights: Heard Mentality?

These podcasts share a similar audience with Dairy Insights: Heard Mentality:

1. Let's Chat Dairy
2. The Ever.Ag Podcast
3. The Dairy Download
4. AgriTalk PM
5. FED by Farmers Podcast

How many episodes of Dairy Insights: Heard Mentality are there?

Dairy Insights: Heard Mentality launched a year ago and published 47 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Dairy Insights: Heard Mentality?

Recent guests on Dairy Insights: Heard Mentality include:

1. Yifan Li
2. Orillien Huit
3. Ergo McCabe
4. Desmond Strelso
5. Dave Krzyzewski
6. Fergal McCabe

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