Hoogwegt Dairy Spew: Recent Episodes
Hoogwegt Singapore
Hoogwegt Singapore's A Team takes on Dairy and Daily issues in this informal and light-hearted podcast. Join us as we talk powders, liquids and more!
In this first episode of 2024, we ring in the Lunar New Year of The Dragon!
Join us as we discuss topics like China, Red Sea Disruptions, WPC Markets, Whey Markets and more!
To our listeners celebrating the Lunar New Year, 恭喜发财！
In this episode of Hoogwegt Dairy Spew, we answer several Burning Questions from our listeners!
Calm Market? Boring Market?
Join us for Episode 15 as we discuss the Cool, Calm & Collected buying behaviour given the calm market and low prices.
In this episode, we discuss the Supply Outlook in EU, US and Oceania and then do a deep dive into the Demand in South East Asia as well as China. Lastly, we also discuss the Contango in the Futures Market.
Learn more about MyHoogwegt Portal and how it can be utilized to increase efficiency for you and your logistics team!
On our 2nd Anniversary of The Hoogwegt Dairy Spew, we bring the focus back to the Far East.
Tune in to Episode 14 as we discuss the question in everyone’s minds – Where Is The Bottom?Upon request, we have also started adding transcripts of this podcast episode.
Enjoy!
Tune in for this special episode recorded from the Hoogwegt US office in Chicago! Three traders from the American Team discuss dynamics in supply for US dairy products in 2022 and early 2023. They also give insight into the demand pulls affecting the region, including a look into the world’s largest NFDM importer, Mexico.
We had the pleasure of having our Brainy Group Analyst Jurgen Elfrink and Managing Director DE APAC Chris Ward on the show. We threw them some tough questions and got some insightful answers!
The Amateur Debate Fight Club
Looks like it’s not just the weather in Europe that is too darn hot!
We had a sizzling debate amongst the team with the motion:
“The Dairy Market is going through a Price Correction - This is Temporary”
Sitting on the Affirmative Team (Bulls): Charles Lesmana, Charles Tey, Alvin Chua
On the Opposing Team (Bears): Tom Stevens, Boh Xuan Jie
So STOP! DROP! And Listen in to the latest Episode 11 of The Hoogwegt Dairy Spew!!
Are you Team Bulls or Team Bears?
Listen in and let us know your vote by clicking on this link
https://forms.gle/vYighGd4J4Qw5f886
"Down, Down, Down. Would the fall never come to an end?"
-- Alice in Wonderland by Lewis Carroll
Welcome to Episode 10 of The Hoogwegt Dairy Spew!
The situation has just gotten "Curiouser and Curiouser!".
Join us for our little Tea Party as we explore the falling dairy prices, fundamentals and the macroeconomic drivers at play.
In this episode of The Hoogwegt Dairy Spew, we talk about the impact of the Ukraine-Russia War on Dairy Markets.
With special guest Tomasz Maslona, Commercial Director of Central & Eastern Europe Dairy Essentials, we discuss the effects of the conflict and the impact on Supply & Demand.
We also discuss the potential impact of China's new wave of COVID measures.
Note: Podcast was recorded on 22/Mar/2022
虎年行大运 - Luck in the Year of the Tiger!In our Lucky Episode 8 for this Lunar New Year, come join us as we pit ourselves against each other in a light-hearted debate on whether the market will remain Bullish, Bearish, or simply unknown.
Don't forget to stay tuned for our Zodiac Readings for those born in the Year of the Pig, Dragon, Horse and Tiger!
Here's wishing our listeners:
新年快乐 (Happy New Year) 恭喜发财 (Wishing you Wealth and Prosperity)
心想事成 (May all your wishes come true)
万事如意(May everything go as you wish)
虎年大吉 (Wishing you luck in the Year of the Tiger)
虎虎生威 (Wishing you the Vigour and Vitality of the Tiger)
In this Christmas Edition of Hoogwegt Dairy Spew,
We look back at 2021 and share our highlights of the year.
Looking into our Crystal Ball for 2022, we discuss which topics we believe would be movers and shakers for the new year.
DID YOU KNOW?
Dealing in 130 countries, Hoogwegt's market share of all EU SMP exports worldwide is an average of 25% over the last 5 years?!
In our first ever Dairy Quiz,
Charles & Alvin pit themselves against Tom & Tey!
Who will emerge victorious?
Join us for this quiz and let us know your scores!
Special thanks to the questions contributed by Jurgen Elfrink, John Bouwman & Rogier Lankamp!
This Podcast Episode was recorded pre GDT Event 298.Episode Guide:**0:15 Introduction
1:20 Market Talk
7:47 Looking Back at 2021 - Dairy & Non-Dairy
14:26 Crystal Ball for 2022
18:18 Quiz Time!
28:40 Post Credits Surprise
Welcome back to Episode 06 of The Hoogwegt Dairy Spew!
After a short hiatus, we are back to dive into what is causing prices to defy gravity.
In this episode, we talk about the key Macroeconomic factors and Supply & Demand drivers contributing to the bullishness in the Dairy Market.
Are we predicting any reprieve? What can possibly help to soften current sky-rocketing prices?
Join us to find out more!
This Podcast Episode was recorded pre GDT Event 296.Episode Guide:**0:30 Introduction
1:15 Macro Factors
4:03 Supply-Side Factors
11:00 Demand-Side Factors
13:52 Backwardation of Prices
15:21 ONIL Demand
17:12 Buyers' Hesitancy
20:19 SWP Outlook
21:35 BMP Outlook
22:39 WMP Outlook
23:51 Lactose & Permeates Outlook
25:02 China's Demand
你好! Hello!
欢迎光临! Welcome to Episode 05 of The Hoogwegt Dairy Spew.
In this episode, we are joined by Jeroen Lemmens from our sister company, Pacific Dairy Ingredients (PDI), China.
Another "OG", Jeroen has 20 years of experience in Dairy and has spent close to 5 years in Shanghai with PDI.
Join us as we discuss China's Demand, Stock Situation, Buying Patterns, and many more topics which would pique your interest.
*** This Podcast Episode was recorded pre GDT Event 291.
We are happy to say that our analysis that Oceania Origin was undervalued was pretty spot on!
SmallWin*
Episode Guide:
0:35 恭喜恭喜 (Congratulations) - Big News from The Stevens
1:37 Introducing Jeroen Lemmens & Pacific Dairy Ingredients
4:17 What is China's Demand & Stock Situation?
5:10 China's Buying Cycle Explained & FTA
8:05 WMP vs SMP Demand
9:03 China's COVID Policies & Implications on Buying Patterns
13:05 Freight Situation in China
14:31 China's Feed Demand
17:34 重点 (Main Point) - In Summary, What All This Means To You
19:45 China from SEAsia's Perspectives & Recommended Actions
G’day Mates – SURF’S UP!
Welcome to EPISODE 04.
In this episode, we catch up with John McArthur from Hoogwegt Australia.
With 20 years of experience at Hoogwegt, John “OG” McArthur specializes in Key Supplier Partnerships and Marketing across products like Whole Milk, Skimmed Milk and AMF.
Listen to John share his views on the Production and Valorization for the upcoming New Season in Oceania. We also chat about some interesting exotic products like Fat-Filled Milk Powders and Butter-Oil Substitutes.
New kid on the block - Alvin Chua of Hoogwegt Singapore is also put through a gruelling Dairy Pop-Quiz. Is he in? Or is he out?
Join us on this fun-filled episode of The Hoogwegt Dairy Spew.
Let's Go!
Episode Guide
1:17 Introducing Alvin Chua
2:40 Demand Outlook - SMP / BMP / SWP
6:20 Introducing John McArthur & Hoogwegt Australia
8:52 Oceania Milk Production
12:22 China's Demand
13:45 Pop-Quiz 1
14:14 New Season Forecast
17:02 Retail vs Food Service Demand
18:28 Pop-Quiz 2
19:21 Fat-Filled Milk Powders & Butter-Oil Substitutes
21:39 Pop-Quiz 3
Welcome to Episode 03!
In this episode, we have a very special guest from Hoogwegt US - Andrew Sullivan.
Join us as we discuss a whole host of US-related topics and a very special announcement about Charles Tey!
1:14 - US SMP Outlook 2H 2021
2:44 - SMP MH versus NFDM
4:12 - US SMP Low Spores
5:01 - US Whey Products
7:24 - Surprise Announcement!
8:37 - Mexico & US Export Markets
10:27 - Post Lock-down Consumption Patterns
13:47 - ONIL Demand
15:01 - EU SMP Starting to Lead?
16:54 - Logistical Issues & 2H 2021 Freight Rates
Annnnnddd we made it past The Pilot Episode!
Enter Episode 02!
Special Guest: Boh from Havero Hoogwegt
In this Episode, we explore:
02:20 China Demand
05:00 Quick Poll
06:35 Where Are The Bears?
08:00 Sodium Caseinates
09:45 Food / Feed Permeates
10:20 ASF
11:22 Macros - Commodities Super Cycle
13:35 Champions League Finals
14:30 Butter Milk Powder
15:00 GDT Predictor
Questions / Feedback / Collaborations?
Email us at v.loh@hoogwegt.sg
4 Dairy Traders, 2 Mics, 1 Podcasting Studio.
We decided to dive into the marvelous world of Podcasting, discussing issues from our Dairy and Daily Lives.
In this episode, we discuss:
2:15 ONIL
6:50 Freight Situation
14:50 The Flush
19:05 Quick Fire Questions
Questions / Feedback / Collaborations?
Email us at v.loh@hoogwegt.sg