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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
Inflation
Dairy Supply Chain
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 monthlyEpisodes53Founded2 years ago
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InvestingBusiness

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Artwork for Dairy Insights: Heard Mentality

Latest Episodes

Lumpy Skin Disease continues to spread in Europe, Bluetongue was recently found in Northern Ireland for the first time and bird flu was found in dairy cows for the first time in Wisconsin. Could these diseases suddenly slow milk production growth fas... more

We've seen sharp drops in dairy prices, is there any reason to be bullish right now? When will the market start to turn higher?

Market talk at Gulf Foods, one of the largest global food trade fairs, was mostly bearish, centered on when is the dairy market going to bottom out.

U.S. dairy farmers have been earning more and more of their income from the sale of calves and slaughter cows over the past 3 years. Gavin McPherson joins me to talk about what drove the cattle market to record high levels and what he makes of the 10... more

Dustin Winston was in Australia and Singapore and attended the SGX-NZX conference and talks about what he heard about milk production for New Zealand and Australia as well as Chinese demand.

StoneX has announced a new partnership to add dairy prices reported by Expana to StoneX Plus and launch OTC swaps that will settle to some of those prices. With demand for WPC and fat filled milk powder (FFMP) the industry has been looking for ways t... more

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.

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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 discussions surrounding dairy market analysis and trends.

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Talking Points

Recent interactions between the hosts and their guests.

Episode 51 - When will the dairy market turn?
Q: At some point, it's going to turn higher again. What do we need to watch for as an indicator that we've finally hit bottom?
We need to see milk production growth clearly slowing down as one of the indicators for the market to turn higher.
Episode 50 - Bearish Gulf Food
Q: Is there much WPC, WPI going into the Middle East?
While there isn't a large quantity, there is increasing innovation in products with added protein, such as yogurts and drinks.
Episode 50 - Bearish Gulf Food
Q: What were the discussions about prices?
The discussions focused on the high availability of milk and bearish sentiments regarding prices, with a particular interest in high-end products like WPC which were still commanding high prices.
Episode 50 - Bearish Gulf Food
Q: Can you give me a little bit of detail about the event that we held?
Vipin Kumar described the event as a highly successful day filled with discussions around risk management and dairy market behavior, with participation from several countries including Saudi Arabia and Egypt.
Episode 43 - GDT Prices and the Fat Market
Q: Why are we seeing this split in direction between AMF and butter?
Niall explains the surprising resilience of butter prices and stronger demand from China, influencing pricing dynamics.

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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?

Exploring the intricate dynamics of global dairy markets, this podcast offers insights from market analysts and brokers focused on the factors impacting dairy prices across various regions, including the U.S., EU, Oceania, and Asia. Listeners can expect discussions surrounding price trends, market psychology, and the interconnectedness of local and global dairy markets. With a focus on practical information, the content often highlights significant events and conferences influencing trade, evolving risk management strategies, and shifts in supply and demand that are pivotal for stakeholders in the dairy sector.

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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. The Dairy Edge
2. Talking Dairy
3. Irish Farmers Journal podcasts
4. FED by Farmers Podcast
5. The Rest Is Politics

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

Dairy Insights: Heard Mentality launched 2 years ago and published 53 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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