Items Tagged with 'dairy demand'

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2021 State of the Industry: Dairy exports are on the road to riches

While it looks like Chinese demand will pump the breaks in 2022, imports from other counties are expected to take the on-ramp.
Nate Donnay
October 21, 2021

U.S. dairy exports in 2022 will mostly continue to speed down the expressway, albeit with different drivers. First, let’s talk about how 2021 has played out because some of the trends from this year will extend into the next.


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Global-Insights-Donnay

Dairy imports surge in Chinese market

However, high shipping costs and COVID-19 have slowed exports to other countries.
Nate Donnay
September 7, 2021

Over the past six months, most discussions around global dairy trade have centered on incredibly strong Chinese imports and freight costs and delays.


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Global-Insights-Donnay

Rising feed prices will affect US dairy prices

They also will impact other major dairy-exporting countries.
Nate Donnay
June 11, 2021
The Chicago Mercantile corn contract traded over $7.00 the first week of May, which is the first time we’ve seen that since 2013. Dairy futures, and maybe even spot prices, have been pulled higher by the increasing feed prices. 
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Rabobank Q3 2020 report

Rabobank: Global milk production growth to rebalance with retail, foodservice and export dairy demand

Milk production growth across the major export engines began in quarter two 2020 and is forecast to continue expanding into 2021.
September 22, 2020

With milk production forecast to grow over the next 12 months and consumption taking time to recover, global market fundamentals are expected to remain weak into quarter two 2021, according to “A Delicate Rebalancing,” a quarter-three 2020 Global Dairy Quarterly report from Rabobank.


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2019 State of the Industry: US dairy exports lose their pass line bets

COVID-19’s effect on dairy demand

As the pandemic continues, there are many unknowns as to how the global dairy market will react.
Nate Donnay
September 10, 2020
We all talk about dairy demand as if we know what we're talking about. If you are trying to sell cheese to an importer in Mexico and you sell them 10% more than you did last year, is that good demand? What if you had to cut your price in half from last year to make that sale? Is that still good demand?
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2019 State of the Industry: US dairy exports lose their pass line bets

Five factors will drive dairy markets over the next year

While supply and demand shifts are happening daily, these influences are likely to stay.
Nate Donnay
June 10, 2020
I promise not to use the words unprecedented, uncertain, essential or new normal. I never want to hear those words again. The main part of my job is tracking, modeling and forecasting the supply, demand and prices of dairy products around the world.
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