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Ausfine News

  • 05 Dec 2018
    DAIRY PLANET 05 Dec 2018
    Ausfine Foods Newsletter

    - 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.

  • 21 Nov 2018
    DAIRY PLANET 21 Nov 2018
    Ausfine Foods Newsletter

    - NZ bumper spring to continue
    - No end in sight for Tariff fight
    - Australian dairy confidence is down
    - Cheese pricing on US CME board plummets

  • 17 Oct 2018
    DAIRY PLANET 17 Oct 2018
    Ausfine Foods Newsletter

    - gDT - we predicted down, we were wrong!
    - Buying activity lull
    - NZ gets rain last week
    - China ceases publishing import data

  • 03 Oct 2018
    DAIRY PLANET 03 Oct 2018
    Ausfine Foods Newsletter

    - 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

  • 19 Sep 2018
    DAIRY PLANET 19 Sept 2018
    Ausfine Foods Newsletter

    - 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?

  • 05 Sep 2018
    DAIRY PLANET 05 Sept 2018
    Ausfine Foods Newsletter

    - 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

  • 22 Aug 2018
    DAIRY PLANET 22 Aug 2018
    Ausfine Foods Newsletter

    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?

  • 08 Aug 2018
    DAIRY PLANET 8 Aug 2018
    Ausfine Foods Newsletter

    - 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

  • 18 Jul 2018
    DAIRY PLANET 18 July 2018
    Ausfine Foods Newsletter

    - 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?
     

  • 04 Jul 2018
    DAIRY PLANET 4 July 2018
    Ausfine Foods Newsletter

    - 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?

  • 22 Jun 2018
    DAIRY PLANET 20 JUNE 2018
    Ausfine Foods Newsletter

    - 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

  • 06 Jun 2018
    DAIRY PLANET 06 JUNE 2018
    Ausfine Foods Newsletter

    - 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.

  • 16 May 2018
    DAIRY PLANET 16 MAY 2018
    Ausfine Foods Newsletter

    - Discussion of SMP price drivers

  • 03 May 2018
    DAIRY PLANET 3 APRIL 2018
    Ausfine Foods Newsletter

    - 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.

  • 21 Feb 2018
    DAIRY PLANET 21 FEBRUARY 2018
    Ausfine Foods Newsletter

    - 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

  • 09 Feb 2018
    DAIRY PLANET 9 FEBRUARY 2018
    Ausfine Foods Newsletter

    - 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.

     

  • 08 Nov 2017
    DAIRY PLANET 8 NOVEMBER
    Ausfine Foods Newsletter

    - 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

  • 23 Oct 2017
    DAIRY PLANET 18 OCTOBER
    89TH EDITION OF THE AUSFINE DAIRY PLANET

    - European milk continues to flow
    - GDT trending down
    - EU intervention – where to from here?
    - NZ weather impacting but forecast is for strong milk

  • 06 Sep 2017
    DAIRY PLANET 06 SEPTEMBER
    Ausfine Foods Newsletter

    - 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

  • 07 Jul 2017
    DAIRY PLANET 7 JULY
    Ausfine Foods Newsletter

    -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

  • 19 Jun 2017
    DAIRY PLANET 19TH JUNE
    Ausfine Foods Newsletter
    • WMP slips on gDT / SMP & Cheese climb
    • Euro Dollar climbs makes E.U. origin pricing expensive
    • It all comes back to Fat demand
    • Chinese milk falling?
  • 18 Jan 2017
    DAIRY PLANET 18TH JANUARY
    Ausfine Foods Newsletter
    • gDT stable / Chinese demand continues post CNY
    • E.U. Intervention bids rejected for a 2nd time
    • US export sales rebound
    • Dairy world looks toward beginning of the Northern Hemisphere Spring
  • 21 Dec 2016
    DAIRY PLANET 21ST DECEMMBER
    Ausfine Foods Newsletter
    • 2016 year of slow dairy pricing recovery
    • Dairy Chickens come home to roost in Australia
    • Our 2017 crystal balling
    • Merry Christmas to everyone in Dairy Land
  • 16 Nov 2016
    DAIRY PLANET 16TH NOVEMBER
    Ausfine Foods Newsletter
    • Fair to say the Dairy pricing trend has changed
    • gDT participation spreads to S.E.A
    • Will E.U. / USA origin SMP pricing follow Oceania?
    • NZ milk – does milk price jump and does that mean more milk, or debt repayments?
    • Geopolitics added to the mix
  • 02 Nov 2016
    DAIRY PLANET 2ND NOVEMBER
    Ausfine Foods Newsletter
    • Chinese buyers come to gDT for WMP
    • Weather watch front and center
    • Australian milk decline a big concern
    • Chinese rapid milk expansion 2013-15
  • 05 Oct 2016
    DAIRY PLANET 5TH OCTOBER
    Ausfine Foods Newsletter
    • gDT softness continues – same as last year?
    • Flippers and Snorkels required for large parts of Australian dairy areas
    • US looms as region with excess product
    • Protein markets push higher
  • 21 Sep 2016
    DAIRY PLANET 21ST SEPTEMBER
    Ausfine Foods Newsletter
    • WMP / SMP pricing pauses, which way next?
    • E .U. Milk down / US milk continues to grow
    • What does 2016/17 milk seas n look like for Australia? Up,Down or Sideways?
    • Lactose continues to remain a little tinght on supply and pricing firming
  • 07 Sep 2016
    DAIRY PLANET 7TH SEPTEMBER
    Ausfine Foods Newsletter
    • gDT - WMP up slightly / Fat goes crazy / SMP plays catch-up
    • gDT – age guarantee product fails to fire
    • China – demand strong on back of falling local milk (poor prices / weather)
    • European skim conc drives E.U. SMP pricing up
  • 17 Aug 2016
    DAIRY PLANET 17 AUGUST
    Ausfine Foods Newsletter
    • gDT rallies big
    • gDT rally early enough to influence NZ farmer decisions
    • Fat demand goes through the roof
    • Ramifications of the milk price cut continue to ripple through Australian Dairy Industry
    • Milk price transparency for Australia?
  • 03 Aug 2016
    DAIRY PLANET 3 AUGUST
    Ausfine Foods Newsletter
    • UK milk down
    • gDT up
    • Predict slow start to new season in Australia
    • US cheese market continues to defy gravity
    • NZ south Island experience record low temps
  • 20 Jul 2016
    DAIRY PLANET 20 JULY
    Ausfine Foods Newsletter
    • E.U. Extends intervention to Feb 2017 / Proposes to incentivise to reduce production
    • US Mid-West stare down the barrel of “Dome of Doom”
    • Kiwi milk down big in June but condition reports look good for start of new season
    • Rumblings of milk pricing change in Australia continue
  • 06 Jul 2016
    DAIRY PLANET 6 JULY
    Ausfine Foods Newsletter
    • Chinese demand soft / abundant local milk supply
    • USA cheese inventories – how big is big?
    • Brexit – what does it mean in Dairy world?
    • Weather outlook for Australia is promising for new dairy season
  • 16 Jun 2016
    DAIRY PLANET 16 JUNE
    Ausfine Foods Newsletter
    • CME Cheese Futures go nuts
    • gDT disappoints
    • Australian Dairy areas get good late Autumn / early winter rain
    • Reports that E.U. and U.S. Cream is tight
    • Australia experiencing demand for milk pricing
  • 02 Jun 2016
    DAIRY PLANET 2 JUNE
    Ausfine Foods Newsletter
    • Russia to extend bans – attracting investment
    • Aussie milk woes hit Prime Time
    • Can we learn anything from last E.U. intervention release?
    • Lactose demand strong
  • 18 May 2016
    DAIRY PLANET 18 MAY
    Ausfine Foods Newsletter
    • Turmoil in Australian Dairy industry after MG announcement / Ausfine’s take on the issue.
    • USA Cheese prices fall in response to record production, falling exports and growing imports
    • Russian bans to remain in place for foreseeable future?
    • Huge quantities of E.U. SMP continue to find its way into Interventions stocks
  • 04 May 2016
    DAIRY PLANET 4 MAY
    Ausfine Foods Newsletter
    • MG – concerns for milk production growth in Australia
    • Weather Watch – Focus moves to Northern Hemisphere
    • 2017 contracts being concluded now
    • ADPI – take away and conclusions
    • Futures update
  • 20 Apr 2016
    DAIRY PLANET 20 APRIL
    Ausfine Foods Newsletter
    • Lactose firming?
    • China regulations “subject to change”
    • Extreme weather continues to hit
    • Co-op model skews correction to supply
  • 06 Apr 2016
    DAIRY PLANET 6 APRIL
    Ausfine Foods Newsletter
    • NZ cow cull down
    • EU SMP Intervention goes to Tender process – what happens now?
    • USA Cheese production continues to grow in Feb
  • 16 Mar 2016
    DAIRY PLANET 16 MARCH
    Ausfine Foods Newsletter
    • gDT Disappoints again
    • China demand remains healthy
    • USA Cheese storage at record levels
    • E.U. / USA enters peak
       
  • 02 Mar 2016
    DAIRY PLANET 2 MARCH
    Ausfine Foods Newsletter
    • Will E.U. Extend intervention for SMP / Butter?
    • ONIL Algerian tender largely secured by NZ supply
    • Very mild winter for Mid-West USA – Dry summer on the way?
    • MG maintains milk price for current season at AUD5.60/kg
       
  • 17 Feb 2016
    DAIRY PLANET 17 FEBRUARY
    Ausfine Foods Newsletter
    • Time for hard decisions in the Dairy Industry
    • US Cheese and Butter remain strong relative to rest of the world
    • 66% of infant going into China is European origin
    • Would farmers outside USA embrace 'hedging tools'?
  • 03 Feb 2016
    DAIRY PLANET 3 FEBRUARY
    Ausfine Foods Newsletter
    • NZ send belated price signal to farmers / E.U. & USA not so much
    • gDT horrible
    • US Lactose pricing firming / WPC stabilizes & firms (slightly)
    • Could Russia be back earlier than expected?
       
  • 20 Jan 2016
    DAIRY PLANET 20 JANUARY
    Ausfine Foods Newsletter

    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

  • 02 Dec 2015
    DAIRY PLANET 2ND DECEMBER
    Ausfine Foods Newsletter

    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

  • 19 Nov 2015
    DAIRY PLANET 19th NOVEMBER
    Ausfine Foods Newsletter

    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

  • 07 Oct 2015
    DAIRY PLANET 7TH OCTOBER
    Ausfine Foods Newsletter

    gDT powder gains continue
    September NZ milk down sharply YoY
    Russian tensions continue
    El Nino
    Anuga

  • 19 Aug 2015
    DAIRY PLANET 19TH AUGUST
    Ausfine Foods Newsletter

    gDT finally rebounds
    Volatility a concern
    Russia back for NZ product?
    Milk continues to grow in USA / NZ

  • 16 Jul 2015
    DAIRY PLANET 16TH JULY
    Ausfine Foods Newsletter

    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

  • 17 Jun 2015
    DAIRY PLANET 17TH JUNE
    Ausfine Foods Newsletter

    Fonterra NZ milk price forecast – could be NZ1.50kg either way*
    ONIL tender looks to NZ
    Price markets now full?

  • 03 Jun 2015
    DAIRY PLANET 3RD JUNE
    Ausfine Foods Newsletter

    E.U. Milk Up
    China Milk Up
    GDT Down
    Sales of UHT / Yog / Mozz Cheese growing in China
    Buyer behaviour at the bottom

  • 20 May 2015
    DAIRY PLANET 20TH MAY
    Ausfine Foods Newsletter

    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?”

  • 07 May 2015
    DAIRY PLANET 7TH MAY
    Ausfine Foods Newsletter

    Fonterra revises milk flow up
    USA in a Dairy world of their own
    China rules on Infant and Nutritionals changing again?
    China milk up.

  • 16 Apr 2015
    DAIRY PLANET 16TH APRIL
    Ausfine Foods Newsletter

    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

  • 02 Apr 2015
    DAIRY PLANET 2ND APRIL
    Ausfine Foods Newsletter

    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

  • 19 Mar 2015
    DAIRY PLANET 18TH MARCH
    Ausfine Foods Newsletter
    • NZ milk production & product availability
    • GDT gives up some recent gains
    • EU exports & removal of milk quotas
    • US production up – Exports down
    • Buyers in the box seat
  • 05 Mar 2015
    DAIRY PLANET 4TH MARCH
    Ausfine Foods Newsletter
    • EU Milk Quota’s & Superlevies
    • GDT holds with increased volumes
    • Market stability as global prices converge
    • NZ v Australia: Farmgate milk prices
  • 19 Feb 2015
    DAIRY PLANET 18th February
    Ausfine Foods Newsletter
    • Consecutive strong GDT auction gains
    • NZ Drought/NZ milk intake down
    • Reduced global milk prices working
    • US port delays
  • 05 Feb 2015
    DAIRY PLANET 4th February
    Ausfine Foods Newsletter
    • NZ Drought/Fonterra revised milk forecast
    • Appreciating USD
    • Global milk supply turning off
    • EU milk quotas & super levies
    • Demand in Russia/China/Oil dependant markets?
  • 27 Jan 2015
    Dairy Planet 21st January
    Ausfine Foods Newsletter

    …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!

  • 18 Dec 2014
    Dairy Planet 20th December.
    Ausfine Foods Newsletter

    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.

  • 03 Dec 2014
    Dairy Planet 3rd December
    Ausfine Foods Newsletter

    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.

  • 19 Nov 2014
    Dairy Planet 19th November
    Ausfine Foods Newsletter

    The long-awaited Aust/China FTA has exceeded all expectations of the Australian dairy industry.

  • 05 Nov 2014
    Dairy Planet 5th November
    Ausfine Foods Newsletter

    As NZ and Australia process their spring peak, milk volumes for both key exporting regions are up around 4% YOY.

  • 16 Oct 2014
    Dairy Planet 16th October
    Ausfine Foods Newsletter

    Dairy Australia reports national milk production was up 2.3% in August, pushing output for the season to date up 1.9%. 

  • 05 May 2014
    Dairy Planet 5th March
    Ausfine Foods Newsletter

    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...

  • 22 Mar 2014
    Dairy Planet 22nd March
    Ausfine Foods Newsletter

    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..

  • 23 Feb 2014
    Dairy Planet 23rd January
    Ausfine Foods Newsletter

    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...

  • 06 Feb 2014
    Dairy Planet 6th February
    Ausfine Foods Newsletter

    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...

  • 19 Jan 2014
    Dairy Planet 19th January
    Ausfine Foods Newsletter

    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...

  • 09 Jan 2014
    Dairy Planet 9th January
    Ausfine Foods Newsletter

    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…

  • 20 Dec 2013
    Dairy Planet 20th December
    Ausfine Foods Newsletter

    Saputo has responded to the Takeovers Panel, extending its unconditional $9.00 per share offer to January 10....

  • 06 Dec 2013
    Dairy Planet 6th December
    Ausfine Foods Newsletter

    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...

  • 20 Nov 2013
    Dairy Planet 20th November
    Ausfine Foods Newsletter

    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...

  • 07 Nov 2013
    Dairy Planet 7th November
    Ausfine Foods Newsletter

    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...

  • 16 Oct 2013
    Dairy Planet 16th October
    Ausfine Foods Newsletter

    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.... 

  • 04 Oct 2013
    Dairy Planet 4th October
    Ausfine Foods Newsletter

    Welcome to the first edition of DAIRY PLANET, a fortnightly publication from Ausfine Foods...

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