Articles by Nate Donnay

Understand fluctuating global dairy demand

Understand fluctuating global dairy demand

Things aren’t always as they seem
Nate Donnay
September 16, 2019
There have been some interesting shifts in the global trade of dairy products that aren't apparent on the surface. Chinese milk-equivalent import growth slowed from 13% in the first quarter of 2019 to an estimated 1.7% in the second quarter.
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Milk butter cheese photo courtesy of Edlong Dairy Technologies

Global dairy prices take a hit

U.S. dairy prices have dropped since the announcement of retaliatory tariffs, but are the tariffs to blame?
Nate Donnay
September 6, 2018
On May 31, Mexico announced retaliatory tariffs on U.S. cheese, and then on June 16, China announced retaliatory tariffs against most U.S. dairy products.
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Be prepared for dairy price fluctuations

Be prepared for dairy price fluctuations

Understand the indicators to help anticipate changes in dairy prices
Nate Donnay
June 6, 2018
What are the top four indicators we should be watching to help us understand and anticipate changes in dairy prices? With the amount of data and commentary on the dairy markets, it's easy to get overwhelmed or become distracted from the big underlying drivers. It was hard to whittle the list down to just four, but here they are.
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State of the Industry 2017: Dairy exports have a positive outlook

State of the Industry 2017: Dairy exports have a positive outlook

With a ‘pretty good’ outlook for global demand, the U.S. dairy export sector could earn the title of MOST LIKELY TO TAKE OVER THE WORLD.
Nate Donnay
November 17, 2017

Don't get distracted by the headlines in 2018. The renegotiations of the North American Free Trade Agreement and the U.S.-Korea free trade agreement will demand a lot of attention, but assuming neither of them is wiped off the board completely, growing milk supplies in the other major exporting countries will create the headwind for U.S. exports.


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