• China has a birth rate problem – President Xi decrees time to procreate

• Meanwhile, California has a snowpack problem adding to a water problem

• USA needs exports more than it knows

• “Super” El Nino on the way? More than another new awesome weather word

• ADPI wrap up. What did we learn?

• West Coast USA port negotiations drag on.  It’s all about the theory of relativity

• Surely we can’t flip from La Nina to El Nino….

• Chinese milk supply….What is going on behind the wall?

• 18,000 dairy cows lost in a farm fire in TX…. Yes, you read that right 18,000!!!!

• CA dairy region now under water

• gDT bounces back – SMP shows signs of life

• Oceania processors face the mother of all catch 22’s

• gDT – China is BACK! But where was everyone else? - Discuss

• Australian dairy farmers may have cause for pause if considering a beef transition

• Looks like we’re back in the 1800s US wild west, train heists are a thing

• Race is on to stop cows far…  no let me rephrase, stop cows' flatulence

Hi Loyal Dairy Planet Readers,

One of our valued Dairy Planet recipients has pointed out an error in the first point regarding Chinese WMP imports. It seems that there was no preferential tariff window this year as it was oversubscribed in previous years and this is the last year of the old arrangement so the one remaining year to balance the over use in previous years. The would certainly explain the dramatic fall in imports for January compared to previous. Going forward, from 2024 the tariff will reduce to 0%. This doesn’t change the fact that the previous predictability of heavy ordering toward the end of the year will no longer be as set in stone. A big thanks to our reader for the correction, this very much aligns with our core value of “We Learn”.

• No one will be surprised to hear that Chinese imports are down to begin ’23 but the scale is eye opening

• That thump you heard last night was gDT cheese falling out of bed

• Spring has Sprung in the northern hemisphere, milk is plentiful in Europe and the US

• Environmental pressures are a growing reality in our industry and will help frame the future over the next 5 years

• European milk expected to decline in 2H of 2023 but there is still a spring flush to deal with first

• Shipping lines continue to hold on to blank sailings as a nice little demand enhancer

• Market is looking for a direction, what day is it?

• Whey proteins have experienced one of the sharpest price corrections ever, where to from here?

• Infant formula world - it's tough out there

• NZ smashed again - could be a very early finish for the North Island

• What happens to alternate proteins when money starts to cost money?

• Australia’s milk is down 7% YoY. Imagine if it was dry and we didn’t have the highest milk price on record!

• Anyone for a swim? North Island Kiwis under water

• Some Euro traders have called the bottom, at least for now

• Dairy Farmer exits are a global phenomenon

• Middle East demand, the quiet achiever!

• California is the new Australia – land of drought & flooding rains

• China is back – it’s just that no one noticed

• Euro winter is mild – more milk?

• Aussie processors scrambling for milk

• Europe sends a pretty clear message, we’ve got dairy products to sell

• It’s still crazy dry in Cali, so are the cows packing up for greener pastures?

• China’s infant market claims another victim upon It’s rocky shores

• Merry Christmas from all of us at Ausfine – another crazy year to add to the pile

• Oops, maybe Europe has a bit more milk than we bargained for

• China showing green shoots of COVID easing restrictions – do we start overreacting yet?

• NZ is down on milk but does it matter?

• Factories are being boarded up here in Australia

• NZ milk is down & NZ farmers get a look at their emissions priced future

• Euro cost of production – Wow

• Alternate proteins all the rage with suppliers, what about customers?

• Markets are soft

• When will China come back? Ummm what if they don’t want to “come back”?

• World is de-globalising and moving to regionalisation, where to for Dairy?

• Logistics challenges are still there, same old culprits with some new kids thrown in.

• Some big falls on gDT last night, time to do some crystal balling.

• A land of flooding rains….

• We’re at SIAL and there is a fight going on

• Xi extends his reign…. And COVID zero

• NZ hitting peak as we speak

• It’s looking pretty crazy out there, buckle up!

• Shipping rates continue to crash…just….not for us

• Shrinkflation is a thing in Europe and it’s hurting demand

• Back to Basics

• gDT fell again BUT was it actually a sign of stability creeping in?

• Rumours out of China send a scare through Oceania Dairy and Meat

• Shipping issues in US shift Eastward

• Sometimes being exceptional is not a good thing. Cali drought is exceptional!

• gDT fell again BUT was it actually a sign of stability creeping in?

• Rumours out of China send a scare through Oceania Dairy and Meat

• Shipping issues in US shift Eastward

• Sometimes being exceptional is not a good thing. Cali drought is exceptional!

• gDT fell again BUT was it actually a sign of stability creeping in?

• Rumours out of China send a scare through Oceania Dairy and Meat

• Shipping issues in US shift Eastward

• Sometimes being exceptional is not a good thing. Cali drought is exceptional!

• Warehouses are full, are we facing the mother of all bullwhips?

• US cheese pricing is falling…even though milk continues to fall as well.

• Aust Dairy industry milk negotiation period comes to an end…finally. What now?

• Pricing is softening but EU producers don’t care “we don’t have the milk anyway”

• Warehouses are full, are we facing the mother of all bullwhips?

• US cheese pricing is falling…even though milk continues to fall as well.

• Aust Dairy industry milk negotiation period comes to an end…finally. What now?

• Pricing is softening but EU producers don’t care “we don’t have the milk anyway”

• Warehouses are full, are we facing the mother of all bullwhips?

• US cheese pricing is falling…even though milk continues to fall as well.

• Aust Dairy industry milk negotiation period comes to an end…finally. What now?

• Pricing is softening but EU producers don’t care “we don’t have the milk anyway”

• Aussie Dairy Co.’s facing the ultimate damned if you do / damned if you don’t situation

• Despite falling milk US markets take a breather

• Light at end of shipping tunnel or on-coming 23,000 TEU ULCV container ship?

• =If(point3=”True”,”watchoutforinventoriestoexplode”,”businessasusual”)

• Release the bulls reason 1 – Milk! falling milk everywhere – USA down 1% in April

• Release the bulls reason 2 – Cost of everything is going up so dairy prices need to keep pace

• Climb into your cave bears reason 1 – China!! Wherefore art thou China?

• Climb into your cave bears reason 2 – A lot of warehouses are full already

• gDT down 2.9% but let’s look closer

• Bans on all things Russia causing product to pop up in unusual places

• Infant story normally about China, but it’s a big problem in USA

• Big question is do high retail prices cause a pullback in demand?

• Australian Dairy play chicken with the market

• Just when you thought it couldn’t get worse on US West Coast, Los Angeles we’ve got another problem

• Russia tells Poland and Bulgaria – no gas for you, what does it mean for dairy?

• Water a big issue in the West of USA & that’s before summer even starts

• Focus is on China right now, let’s recap

• More China talk – what’s this gonna do to shipping?

• WMP pricing falls – it’s more severe than you think

• Pricing showing signs of running out of steam at least in NZ & US

• EU – no milk / no product / no power (maybe a little exaggeration..)

• Shanghai in lockdown, just another day in the new world

• Port of L.A. definitely seeing some light between those vessels out there

• Massive increase on Instant WMP caused by Sunflowers?

• VALE DON SCARLETT 1947-2022

• China’s demand could be flattening / falling?

• New season milk pricing already on the table in Australia – it’s big

• Does demand stop at these pricing levels? What happens when cheaper alternatives aint so cheap?

• Our thoughts and love go out to the people of Ukraine (& to our Russian friends caught up in this mess)

• It’s getting Biblical down here; we’ve had droughts, a pandemic, now how about floods

• While our attention has been diverted, NZ milk has plummeted

• How much is that US cheese in the window? Its cheap but you can’t have it!! (well not for a while anyway)

• We gotta mention the gDT result