The Inside Track
Edition 143 | 17th April 2024
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Insights & News
Markets Weaken Amidst Demand Concerns and Improved EU Production
Global Dairy Commodity Update April 2024 Global fundamentals have weakened since our last update. Major powder ingredient and cheese markets have drifted down with worsening
Global Dairy Markets Navigate Uncertainty Amidst Weak Demand and Supply Dynamics
Global Dairy Commodity Update March 2024 For several months weak global demand and slowing global milk supply has balanced pricing, but this dynamic may potentially
Global Dairy Commodity Update February 2024
Uncertainty over a demand revival is clouding the global outlook. With rising geopolitical risks, consumer sentiment is mixed. Spending may decline as debt swells and
Global Dairy Commodity Update January 2024
Little has changed in terms of the supply and demand fundamentals in the outlook. Milk supplies continue to slow in the EU and US, stocks
Global Dairy Commodity Update December 2023
Global milk supplies are flat to tightening, providing support to prices, but demand weakness for ingredients in domestic and export markets prevents market pricing from
Global Dairy Commodity Update November 2023
Global markets continue to drift sideways with slowing milk production and languishing demand, but commodity fundamentals are mixed, and price action may be decoupled from