The EU milk supply is continuing to be tight. Milk collections are not only down, but also thin. But buyers keep resisting higher prices, saying these prices are killing demand. Their hope is market prices will trade lower, but are the right to think so?
In today's podcast we talk about the quick surge in butter prices, the sustainability of the higher prices and about the trades that we have done in the recent days.
We are back, and hope to be on a more frequent basis. In this podcast we take a look at the bearish dairy markets and will explain you why we think we have not reached to bottom yet. Dairy markets will see more pressure in the weeks to come.
Our update from SIAL where the sentiment is bearish. Markets are expected to trade down.
The last daily podcast in the series for this year. We will be back with a Weekly podcast after the SIAL
In The Daily Dairy Digest of today we see
In today's podcast we talk about the bearish market and the 500mt of Butter we traded in Q4+Q1+Q2
In today's podcast we will talk about
In today's podcast:
In today's podcast we speak about the bearish outlook for the dairy market, we talk about the last week and look ahead to the week to come.
In today's podcast we talk about the weaker market for liquids, the worries on the energy market and our trades for butter and cheese.
In today's podcast, we look at the sentiment on the market, we tell you about our butter and cheese trades and the lower moving smp market.
In today's podcast we speak about the plunge of the GBP, the weak Euro against that dollar, the lower gas and oil prices, and we report about our butter trades.
In today's podcast, we take a look at last week, and how we start week 39!
Gouda trading at € 5150,- Butter between € 6825,- and € 7050 and SMP prices trading between € 3575,- and € 3650,-.
In today's podcast we take a quick look at the difference between the liquid market and the commodity market, and we tell you about our butter and cheese trades!
In today's update podcast we will speak about the 250mt of butter we have brokered, we look at the Belgium milk intake and we wait for the GDT results of tomorrow.
This week's GDT, the FED interest rate hikes and the traded volumes of last week.
In today's podcast, we discuss the forecast from Goldman Sachs for lower gas prices, we speak about the US inflation and the expected FED hikes and we tell you about our butter trades.