Dairy Insights: Heard Mentality

By StoneX Group Inc.

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Episodes: 57

Description

Dairy prices are driven by global supply and demand factors, you can’t truly understand what is happening in any dairy market unless you understand what is happening globally. In this podcast dairy market analysts and brokers from our global team breakdown what is happening in the U.S., EU, Oceania and Asian markets to help make sense of your local market.

Episode Date
Episode 56 - Global Supply and Demand Roudtable
Mar 18, 2026
Episode 55 - What is driving GDT prices?
Feb 27, 2026
Episode 54 - IDFA and U.S. Dairy Rally
Feb 05, 2026
Episode 53 - Gulfood and Strong MENA Demand
Feb 05, 2026
Episode 52 - Animal Diseases Keep Hitting Dairy
Dec 18, 2025
Episode 51 - When will the dairy market turn?
Nov 24, 2025
Episode 50 - Bearish Gulf Food
Nov 12, 2025
Episode 49 - What is happening in the cattle market?
Nov 04, 2025
Episode 48 - Plenty of milk in NZ but tight in AU
Oct 22, 2025
Episode 47 - New OTC Swaps for EU WPC and FFMP
Oct 14, 2025
EU Dairy Demand Weakening
Sep 18, 2025
Episode 45 - U.S. Butter Price Collapses, Cheese Next?
Sep 08, 2025
Episode 44 - EU Butter and Cheese Prices Down
Aug 15, 2025
Episode 43 - GDT Prices and the Fat Market
Aug 12, 2025
Episode 42 - Lumpy Skin Disease in the EU
Jul 10, 2025
Episode 41 - Are dairy futures driving the spot market
Jun 02, 2025
Episode 40 - US and EU Cheese Markets
May 21, 2025
Episode 39 - EU Butter and Cheese Markets Still Have Buy Side Support
May 06, 2025
Episode 38 - GDT_SGX Rally and Growth in Chinese Milk Production
Apr 22, 2025
Episode 37 - Whats Up and Down in the US Dairy Market
Apr 14, 2025
Episode 36 - Foot and Mouth Spreading in Europe?
Apr 03, 2025
Episode 35 - NZ Developments and FMD in Hungary
Mar 13, 2025
Episode 34 - Gulfood and Global Dairy Demand
Feb 26, 2025
Episode 33 - Mexico and the NFDM_SMP Market
Feb 21, 2025
Episode 32 - EU Dairy Markets Softening
Feb 06, 2025
Episode 31 - IDFA Sentiment and Corn Rally
Jan 30, 2025
Episode 30 - GDT Rally, China and SEA Demand 1
Jan 27, 2025
Episode 29 - Foot and Mouth Disease in Germany
Jan 17, 2025
Episode 28 - 2025 Dairy Markets are Starting Strong
Jan 10, 2025
Episode 27 - Record Drop in California Milk Production
Dec 24, 2024
Episode 26 - EU Markets Weaker Ahead of Year End 1
Dec 12, 2024
Episode 25 - Surprising GDT and ONIL_Vinamilk Tenders
Dec 05, 2024
Episode 24 - Mexico NFDM Demand
Nov 22, 2024
Episode 23 - Gulf Food and India's Dairy Exports
Nov 15, 2024
Episode 22 - The incredibly orderly collapse in Class III
Nov 07, 2024
Episode 21 - Nate and Dave Were Wrong
Nov 01, 2024
Episode 20 - SIAL in Paris and French Weather
Oct 24, 2024
Episode 19 - More on SGX Dairy Conference and Australia
Oct 16, 2024
Episode 18 - SGX Conference Recap
Oct 10, 2024
Episode 17 - Butter Prices Come off the Boil
Oct 03, 2024
Episode 16 - CME Barrel Cheese At Record High
Oct 03, 2024
Episode 15 - StoneX EU Outlook Conference Recap
Oct 03, 2024
Episode 13 - Equity Market Meltdown
Oct 03, 2024
Episode 14 - Bluetongue in Europe
Aug 28, 2024
Episode 12 - EEX Liquid Milk Futures Contract Changes
Jul 29, 2024
Episode 11 - Weak U.S. Milk Production and Stronger Prices
Jul 26, 2024
Episode 10 - GDT Results and Chinese Dairy Market
Jul 19, 2024
Episode 9 - Feed Costs and U.S. Dairy Farm Margins
Jul 11, 2024
Episode 8 - EU Market Update
Jul 03, 2024
Episode 7 - Bullish USDA Dairy Reports
Jun 27, 2024
Episode 6 - New Zealand Fieldays and StoneX Trading App for NZ Farmers
Jun 20, 2024
Episode 5 - Possible Chinese Tariffs on EU Dairy Products
Jun 14, 2024
Episode 4 - U.S. Dairy Prices Test Recent Highs
Jun 07, 2024
Episode 3 - What's Happening in China
May 30, 2024
Episode 2 - Eucolait
May 24, 2024
Episode 1 - CME Cheese and EU SMP
May 17, 2024
Trailer for StoneX Dairy Insights: Heard Mentality
May 10, 2024