The Daily Dairy Digest: Recent Episodes
Wouter Reijntjes
A daily podcast about the european dairy commodity market. We are hear to inform all participants about our view on the market, making it the perfect start of any dairy professional!
In today's podcast we talk about the quick surge in butter prices, the sustainability of the higher prices and about the trades that we have done in the recent days.
We are back, and hope to be on a more frequent basis. In this podcast we take a look at the bearish dairy markets and will explain you why we think we have not reached to bottom yet. Dairy markets will see more pressure in the weeks to come.
Our update from SIAL where the sentiment is bearish. Markets are expected to trade down.
The last daily podcast in the series for this year. We will be back with a Weekly podcast after the SIAL
In The Daily Dairy Digest of today we see
- butter trading between 6680 and 6740 for october
- we see Q1 butter trades stabalize
- we see cheese demand and offers coming closer togheter
- we see smp market turn a bit more bearish.
In today's podcast we talk about the bearish market and the 500mt of Butter we traded in Q4+Q1+Q2
In today's podcast we will talk about
- the weaker gdt
- the french and german milk intake
- the trades for butter between 6550 and 6900
- the trades for smp at € 3580
In today's podcast:
- the GDT is expected to trade stable/slichtly higher
- Irish milk in august is up 0.9%
- Irish smp production is up 6%
- Butter traded around € 6750 for November
- And Butter traded at € 6650 Q1
In today's podcast we speak about the bearish outlook for the dairy market, we talk about the last week and look ahead to the week to come.
In today's podcast we talk about the weaker market for liquids, the worries on the energy market and our trades for butter and cheese.
In today's podcast, we look at the sentiment on the market, we tell you about our butter and cheese trades and the lower moving smp market.
In today's podcast we speak about the plunge of the GBP, the weak Euro against that dollar, the lower gas and oil prices, and we report about our butter trades.
Gouda trading at € 5150,- Butter between € 6825,- and € 7050 and SMP prices trading between € 3575,- and € 3650,-.
In today's podcast we take a quick look at the difference between the liquid market and the commodity market, and we tell you about our butter and cheese trades!
In today's update podcast we will speak about the 250mt of butter we have brokered, we look at the Belgium milk intake and we wait for the GDT results of tomorrow.
In today's podcast, we discuss the forecast from Goldman Sachs for lower gas prices, we speak about the US inflation and the expected FED hikes and we tell you about our butter trades.
On today's podcast we talk about the French, German and Dutch milk collection, we take a look at the energy prices and we tell you about our trades for butter.
In today's podcast, we talk a bit about risk management and the biggest risks we think the market faces today.
In today's podcast, we take a quick look at the gap between physical trades and future trades. We talk about the trades for butter and SMP and we wish you a good weekend!
In today's podcast, we take a look at the energy markets, we talk about the stronger euro against the dollar and we see that the dairy market is stuck.
In today's podcast, we take a look at the GDT results of yesterday, we speak about the Polish and US milk collection and we report about our trades on butter, smp and cheese.
In today's podcast, we will tell you about the French and the German milk collections, we take a look at the weaker euro and higher gas prices and we will tell you about the 600mt of the product we brokered.
In today's podcast, we take a look at what to expect for week 36. We have the GDT on Tuesday, a trade fair in Singapore, more rain, and the closing of the North Stream 1.
Today's podcast is only a short one. We see the market more bearish as buyers are pulling back, but sellers are stepping up.
Will September make or break the dairy market? We will know for sure in 30 days, but we take a look ahead. Because there are many factors that will have a impact on the dairy market in the weeks to follow.
In today's podcast we talk about CO2, we tell you about the Fench Milk collection and we report our butter and SMP trades.
In today's podcast, we take a look at the german inflation, we see energy prices come back down and we tell you about the brokered prices for SMP, Butter, and Cheese.
In today's podcast, we talk about confirmation bias and the outlook for Butter / SMP and Cheese.
In today's podcast, we talk about the milk supply worldwide, we speak about the energy crisis and we tell you all about the trades on cheese and butter of yesterday.
In todays podcast we take a look at the quotations, we see the butter market is slowly trading higher and higher, we see more demand for cheese in Q4 and SMP prices continue to climb higher and higher.
In today's podcast we take a look at the price of feed, we talk about the US stock and milk supply and we tell you about our butter, cheese, and powder trades.
In today's podcast we take a look at the euro/dollar fx rate, we speak about the impact of the energy prices and we take a look at the French and German milk intake!
In today's podcast, we take a look at the firming markets for all dairy commodities, we tell you about the latest trades for butter and cheese and we tell you all about our expectations for the upcoming week.
In today's podcast, we discuss an article we found via linked-in via one of our partners. We found it interesting to read, to read the article, please find it here
UK food inflation soars to 14-year high, and dairy products are hardest hit (dairyreporter.com)
In today's podcast, we see higher prices for cheese, lower prices for butter, and more demand for liquids.
In today's podcast, we take a look at the GDT results and the difference between the correction in NZ and the US compared to the EU. Especially for cheese and butter.
A short podcast today with information about the French and German milk intake, we look ahead to the GDT event of this afternoon and we update you about our bids and offers for butter , cheese and powders.
In today's episode, we make a total analysis of the dairy market. We take a look at the milk intake and how we think it will impact the market. We also take a look at de demand development and the import/export balance. If you want to read this podcast please see our daily dairy update.
In today's episode, we look at the Dutch Milkintake of July, the German milk intake of last week and we discuss the rumors about the German retail price for the next months. We see butter losing a bit of momentum for closeby and we see SMP price bounce back up a bit.
In today's podcast, we will take a look at the milk valorization for cheese v.s. butter and SMP and the effects we think this will have. Also, we can report trades again for Gouda in Q4 and we see that SMP has found a (temporary) floor.
In today's episode, we tell you about the GDT pulse result, our trades for SMP, Butter and Cheese.
In this episode, we are seeing more demand for cheese and butter, but a bit less demand for smp. Prices for SMP are well below 3600 but need to be below 3400 to find interest.
The First Episode of the Daily Dairy DIgest. A daily podcast about the European dairy commodity market. With information about milkproduction, commodity prices and our personal expectations.