Milk price

In this episode, Anne Lee sits down with Stu Davison of HighGround Dairy to unpack the sharp turnaround in global dairy markets and what is driving the recent surge in prices on the Global Dairy Trade platform. Drawing on his day-to-day market analysis, Stu explains why strong global milk production has not translated into weaker prices and how sentiment, geopolitics and supply chain disruption have shifted the tone of 2026.

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.

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.

The world of dairy has a peculiar dynamic that many other commodity markets are without – a very prolonged response time to demand signals – namely the time lag between market signals and the ability to increase or reduce milk supply. Words Stu Davison.

Early forecasts for the season have been conservative alongside a rising breakeven Farmgate price. Words Rosalind Crickett.

Nearly a quarter of New Zealand milk is being managed via milk hedging tools, with more dairy farmers and processors looking to manage their risk profile. In a volatile world where milk price, milk production and onfarm costs are fluid, should farmers be locking in more of their business portfolio and if so, what tools are best suited to your farm? Words Sheryl Haitana.

Some farmgate milk price forecasts have risen, despite challenges in China and constraints with the Panama and Suez canals. By Rosalind Crickett.

Who would be a dairy farmer in the United Kingdom today? Milk prices have slumped disastrously, input costs have rocketed, pollution regulations require huge investment while the Government seems intent on encouraging food imports. By Tim Price.

Fonterra CEO Miles Hurrell addresses the two recent revisions to their forecast Farmgate Milk Price for the 2023/24 season.