Morning Dairy Comments, 10/30/2015

Friday, October 30, 2015

Asian Dairy Companies Surge as China Dumps One-Child Policy

It will take at least several months before the new Chinese policy affects demand, and prices

Including dairy exports in retaliatory measures could provide the leverage that both Mexico and Canada need

Kraft Heinz considering plant closures in upstate New York

A major advantage of robotic milkers is information about the health and production of individual cows

Canada is exceptionally sensitive to access for non-fat solids because our market is so far out of balance right now

Moo-ve over Smirnoff - there's a new vodka on the block, made entirely of milk

Fonterra has sold its 9% stake in NSW South Coast-based dairy company Bega Cheese for $74 million

EU is a key trading partner for New Zealand with two-way trade totalling over $19 billion

In January-August 2015, Ukraine milk and dairy product exports reached $112 million, down 57.6% year-over-year

Hope fades that trade pact could melt Japan butter shortage

Corn and soybean prices are expected to remain low over the next 18 months

With winter approaching can cattle continue to build strength or are we nearing a top for now?

Unless otherwise noted, the posts on this blog should be construed as market commentary, merely observing economic, political and/or market conditions, and not intended to refer to any particular trading strategy, promotional element or quality of service provided by INTL FCStone Inc. or its subsidiaries. INTL FCStone Inc. is not responsible for any trading decisions taken by persons viewing this material. Information contained herein was obtained from sources believed to be reliable, but is not guaranteed as to its accuracy. These materials represent the opinions and viewpoints of the author, and do not necessarily reflect the viewpoints and trading strategies employed by INTL FCStone Inc. or its subsidiaries. Reproduction without authorization is prohibited. All rights reserved.

Market Intelligence Free Trial