Geopolitical nerves are hitting dairy fats in latest GDT // Cristina Alvarado, NZX

This episode features Cristina Alvarado, NZX with her analysis of the latest GDT result (down 3.4%) and how geopolitical nerves are hitting dairy fats harder than powders. This episode discusses the volatile dairy market, global production trends, and how macroeconomic factors influence milk prices and trade dynamics. Gain insights into supply chain disruptions, futures risk management, and regional demand shifts. "Milk futures help manage risk in volatile markets," says Cristina Alvarado Chapters 00:00 Introduction to Dairy Market Volatility 00:27 Current Trends in Global Dairy Trade 00:56 Factors Influencing Milk Price Fluctuations 01:26 Global Production Growth and Demand Shifts 02:24 US Demand for Protein and Market Responses 03:22 Impact of Shipping and Transport Disruptions 05:14 Using Milk Futures to Manage Price Risk 07:05 China’s Dairy Market and Trade Dynamics 08:30 Farmers’ Response to Market Conditions and Feed Purchases 09:53 Summary and Final Insights NZX - https://www.nzx.com CountryWide CONNECT with Andy Thompson & Sarah Perriam-Lampp is our daily rural show livestreamed from 11am-1pm. Visit country-wide.co.nz on how to watch / listen. See omnystudio.com/listener for privacy information.