Global Insights

Global supply shifts and changing demand are shaping the outlook for New Zealand dairy prices, according to NZX Dairy Insights Head, Cristina Alvarado. Fresh from the SGX-NZX Global Dairy Seminar in Singapore and International Dairy Federation World Dairy Summit in Santiago, Chile, she shares what global trends could mean for milk prices in the months ahead.

In this episode, Anne Lee speaks with Cristina about the latest Global Dairy Trade (GDT) results, softening dairy fats prices, seasonal supply impacts, and growing international interest in New Zealand dairy trade. They also discuss sustainability trends and the global supply chain factors influencing international milk prices.

Global market insights and on-the-ground observations are shaping the perspective of dairy analyst Stu Davison. He recently returned from China and shares what he saw in the evolving bakery and dairy sectors, and what it could mean for New Zealand farmers and milk prices.

In this episode, Anne Lee speaks with Stu about the scale and sophistication of Chinese dairy processing, shifting consumer habits, and how premium ingredients like UHT cream and butter are driving demand. They also discuss global supply growth, New Zealand’s milk price outlook, the shifting focus on ingredient markets over consumer brands, and the role of global trade and currency movements in shaping opportunities for the dairy industry.

This episode we take a deep dive into the changes affecting rising insurance premiums and advice on how to navigate the changes including a new insurance model called parametric insurance that will help farmers insure in the face of extreme weather events.

With the latest Global Dairy Trade report out this week, the impacts of what’s happening overseas will be on farmers\' minds. We chat to those with an eye on the global pulse about what New Zealand dairy farmers can expect for the rest of the year, and into 2025.
Hear from Stu Davison in the United States, Chris McCullough in Ireland, and Cristana Alvarado from NZX.

Dairy may again be set to bolster New Zealand’s economy with the latest boost to the milk price forecast, so it’s a good time for farmers to consider what tools will help give them an edge onfarm and learn more about global markets.
In this episode we talk to Southland Sharemilker Anieka Templer about equity partnerships and wearable technology; RaboResearch’s Stefan Vogel at the NZIPIM Conference about how global markets are stacking up; and agribusiness consultant James Allen about the role of farm advisors.

Dairy processors have been under pressure with more competition for domestic milk and a changing landscape with Australia becoming an increasingly attractive import market. Words Steve Spencer & Joanne Mills.