Tuesday, September 9, 2014


Does the World Want More Milk in 2015?

The continued declines in prices at the Global Dairy Trade (GDT) auction have pushed New Zealand dairy prices below production cost. Dairy prices in Europe and the US are falling as well, but the collapse has been faster and more dramatic in Oceania. The Russian import embargo, announced in early August, will also have a significant impact on dairy markets. Meanwhile the biggest unknown is Chinese imports due to poor quality data. In “Does the World Want More Milk in 2015?,” Nathaniel Donnay, Senior Dairy Analyst, Livestock – Informa Economics, Inc. examines what the dairy world will look like for the remainder of 2014 and through 2015.

Read the full study here.

From the September 2014 issue of Barclay's Insider Report. Accredited investors can subscribe to the full newsletter for free.

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