Ausfine News
Ausfine News
- Ausfine are now HACCP certified (we are very proud)
- Supply response to dearth of Lactoferrin
- Proteins are back baby
- Australian milk production remains a concern (big retailer drops cheap milk program)
- NZ is dry dry dry (but rain could be on the way)
- Big jump in gDT (Kiwi’s jumping for joy)
- US product missing the rises – exports here we come?
- European milk back to growth
- Goat’s milk all the rage
- Prices Rally Everywhere (Except US Cheese)
- Australian milk situation looking sick
- EU Intervention gone (well almost)
- China economy is a concern
- Donald J Trump decides to teach the world about the art of the deal
- Australian farmers continue to feel the pain of uncertainty and The Big Dry
- EU can finally see the end of the intervention SMP mountain
- New Zealand have the best start to a season for quite a few years
- Merry Christmas and Happy New year from the team at Ausfine
- Proteins making a comeback Fats under pressure.
- EU intervention stocks of SMP – seeing the light at the end of the warehouse.
- If it wasn’t for a very strong NZ spring we may be seeing real strength returning to Dairy pricing.
- USA cheese inventories grow across August-September for the first time in 26 years.
- NZ bumper spring to continue
- No end in sight for Tariff fight
- Australian dairy confidence is down
- Cheese pricing on US CME board plummets
- gDT - we predicted down, we were wrong!
- Buying activity lull
- NZ gets rain last week
- China ceases publishing import data
- USA in "Wait and see mode"
- NAFTA 2.0 finalised, what does it mean for Canada
- European pricing under pressure
- Fat continues to slide on gDT
- USA cautiously bullish (whey bounces strong)
- Currency weakness a big issue for importers
- USA wants more Canadian Dairy concessions for NAFTA 2.0
- Sports Nutrition - still the golden child of proteins?
- NZ the focus for Dairy World this Spring
- Argentinian Peso makes exports front and centre
- Fat continues to slide on gDT
- Cheese or WMP, should milk go to the spray dryer or the Vat
Our 100th Edition of Dairy Planet
- NZ milk up across winter, strong spring anticipated.
- Algerian private buying being sidelined?
- Is there a lot of Fat “staged” in various markets causing recent weakness?
- gDT result is 0.0%
- Weather events hitting across the globe
- Drought in EU –what does it mean for milk?
- Massive Butter gap between Oceania & EU
- China Tariffs on US product start to bite
- Falling RMB (CNY) a big concern for Chinese importers
- Rumblings of El Nino coming out of Meteorology boffins here in Aust
- Europe and USA are Hot Hot Hot
- USA has largely phased out the use of rBST, will it impact milk yield?
- CME Spot Prices on a Rollercoaster Ride
- gDT prices make first big moves in quite some time
- What a difference a month makes in sentiment
- NZ looking great going into depths of winter, what will Spring bring?
- Donald’s trade war hits Dairy but what’s the Tariff rate?
- Surprise – Kiwi milk not down
- US cheese prices tumble on CME
- Currencies get hammered by USD
- EU Intervention SMP stock sales –good or bad for pricing?
- Australian processors jostle for milk–exercisein tightrope walking.
- NZ Dairy Cull –what does it mean?
- Oil price recovery: bad for drivers, good for Dairy prices.
- Discussion of SMP price drivers
- Is Butter dragging the rest of the Dairy complex up?
- Sentiment is a wonderful thing, trumps fundamentals!
- Saputo officially now owner of Murray Goulburn.
- Mozz the hot ticket item.
- Aust Dairy Industry hangs on outcome of Saputo/MG deal
- Outlook turns 180 degrees in NZ
- Australian Domestic Market – supply remains tight
- Asia Market – waking up after CNY
- NZ Season 17/18 = Too Wet –Too Dry –Too Wet
- E.U. Milk is Up, Up and Up
- Use of rBST in USA being phased out by many dairy companies
- Clue to market direction–watch milk prices in US & E.U.
- EU sells SMP out of intervention
- Saputo to get MG assets (subject to…)
- Dairy Fat shows it’s resilience
- Infant race to beat change in Chinese rules
- European milk continues to flow
- GDT trending down
- EU intervention – where to from here?
- NZ weather impacting but forecast is for strong milk
- Currencies playing a big part in t rade flows
- NZ readies for big spr ing
- MG – rumours of buyers circl ing
- Dairy Fat the main game in town and the ripple ef fect
-Lactose pricing under pressure due to China buying (or lack thereof)
-Strong NZ milk price to spur milk rebound?
-China – floods in the South / Heat wave & drought in the North
-Aussie industry still struggling to find stability
US butter prices on CME get hit by rule change
Australia dry / Cali wet – thanks a lot El Nino
gDT – when down by 1.4% is a good thing
Forecast milk prices revised down
What is the new norm with un-capped E.U.?
Reality check with USDEC predictions
gDT saw some stabilisation (slight firming) in WMP
Cheese expected to remain under pricing pressure
NZ Peak down 5% YoY / Aust up slightly
gDT down again
Pricing down, big buyers look to lock in 12month contracts
USA Butter market – Wow
gDT powder gains continue
September NZ milk down sharply YoY
Russian tensions continue
El Nino
Anuga
gDT finally rebounds
Volatility a concern
Russia back for NZ product?
Milk continues to grow in USA / NZ
GDT is the Story of the Dairy World this week
Russia extends bans
China remains subdued
Only 4-6 weeks away from new Oceanic season
Fonterra NZ milk price forecast – could be NZ1.50kg either way*
ONIL tender looks to NZ
Price markets now full?
E.U. Milk Up
China Milk Up
GDT Down
Sales of UHT / Yog / Mozz Cheese growing in China
Buyer behaviour at the bottom
EU milk responds to lifting of Quotas
China domestic milk growth supported by Government
We ponder real El Nino effect.
Russia asks “Why would we lift bans?”
Fonterra revises milk flow up
USA in a Dairy world of their own
China rules on Infant and Nutritionals changing again?
China milk up.
Is the market bottoming?
NZ milk production stable-to-up for 14/15 v 13/14
Oceania milk prices for 2015/16
US exports down, inventory up
Risk mitigation
GDT follows market sentiment - down
NZ milk & finished product: Market says Up, NZ says Down
Milk supply steady to up; NZ, EU, US, China, AU & India…
US cheese & butter inventory build
Oversupply & buyer sentiment driving the market
…and we’re back. A belated Happy 2015 to all our readers. As usual it is looking like another interesting and big 12 months ahead in the world of Dairy!
As milk production continues to grow in major dairy markets (with the exception of Russia) and no disruptions to milk supply in the short term, manufacturers from EU, Oceania, and China are turning to milk price to stem the supply.
As milk production continues to grow in major dairy markets (with the exception of Russia) and no disruptions to milk supply in the short term, manufacturers from EU, Oceania, and China are turning to milk price to stem the supply.
The long-awaited Aust/China FTA has exceeded all expectations of the Australian dairy industry.
As NZ and Australia process their spring peak, milk volumes for both key exporting regions are up around 4% YOY.
Dairy Australia reports national milk production was up 2.3% in August, pushing output for the season to date up 1.9%.
WCB announce first-half earnings. Warnambool Cheese & Butter (WCB) reported a 104.7% surge in after-tax profits to $31.3 million for the first half of 2013/14 compared with the prior-year comparative...
Fonterra announced a step-up of 16 cents/kg fat and 40 cents/kg protein for the 2013/14 season for suppliers in Victoria and Tasmania..
Saputo has won control of Warrnambool Cheese & Butter (WCB). Wednesday’s bid deadline was automatically extended as Saputo’s acceptances went over the 50% threshold, currently at 57.7% of WCB shares on offer...
Climate modelling shows chances have increased of an El Nino system - which brings warmer and drier conditions to large parts of eastern Australia - developing later this year...
Lion has written down $338.8m against its dairy and drinks business, as higher farmgate milk prices, the loss of Coles contract and ongoing deflationary retail environment forceda revaluation of assets...
The Board of Warrnambool Cheese & Butter (WCB) has issued its target statement rejecting Murray Goulburn’s bid on the grounds that Saputo’s revised offer is superior, the MG bid remains highly conditional…
Saputo has responded to the Takeovers Panel, extending its unconditional $9.00 per share offer to January 10....
Saputo has accumulated 13.6% of Warrnambool Cheese & Butter (WCB) shares, but the Takeovers Panel has ordered a halt to Saputo processing WCB shareholder acceptances while it review its latest offer...
The death toll in Tacloban has approached 4000 with 1000 people still unaccounted for, and an estimated US$220 million in damages to property and livelihoods...
The latest twist in the WCB battle saw Lion purchase a 10% blocking stake last week, securing it a “seat at the table” in negotiations about the company’s future...
The AUD is continuing to strengthen as the chance of further interest rate cuts in Australia for the remainder of the 2013 diminish and the US debt ceiling issue continues....
Welcome to the first edition of DAIRY PLANET, a fortnightly publication from Ausfine Foods...