The Dairy Cafe

Aug. 6, 2025 - Global dairy price update & NZโ€™s upcoming milk season

29 min ยท 6 de ago de 2025
Portada del episodio Aug. 6, 2025 - Global dairy price update & NZโ€™s upcoming milk season

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Our latest dairy analysis shows dairy buyers struggling with: ๐—˜๐˜…๐—ฐ๐—ต๐—ฎ๐—ป๐—ด๐—ฒ ๐—ฟ๐—ฎ๐˜๐—ฒ ๐˜ƒ๐—ผ๐—น๐—ฎ๐˜๐—ถ๐—น๐—ถ๐˜๐˜†: EUR/USD shifts moved European SMP prices โ‚ฌ35/mt overnight ๐—ฅ๐—ฒ๐—ด๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฝ๐—ฟ๐—ถ๐—ฐ๐—ฒ ๐—ด๐—ฎ๐—ฝ๐˜€: WPC80 at โ‚ฌ12,100/mt in Europe vs โ‚ฌ9,341/mt in the US ๐—ค๐Ÿฐ ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐˜‚๐—ป๐—ฐ๐—ฒ๐—ฟ๐˜๐—ฎ๐—ถ๐—ป๐˜๐˜†: Balancing current conditions with seasonal tightness expectations ๐— ๐—ถ๐˜…๐—ฒ๐—ฑ ๐—ณ๐˜‚๐—ป๐—ฑ๐—ฎ๐—บ๐—ฒ๐—ป๐˜๐—ฎ๐—น๐˜€: Higher milk production but lower butter stocks In this episode of The Dairy Cafรฉ, Vesperโ€™s dairy experts Jasper Endlich, Sebastiaan Laurenceau, and Feiko Keilholz provide the market insights you need to navigate these challenges, covering global pricing trends and the upcoming NZ milk season.*This podcast is part of our bi-weekly webinar series. Want the full picture with live charts and data? Sign up free at โ vespertool.com/webinarsโ 

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6 episodios

episode Aug. 21, 2025 - Mid-summer dairy update: all categories explained artwork

Aug. 21, 2025 - Mid-summer dairy update: all categories explained

In this weekโ€™s episode of the Dairy Cafรฉ, market experts Jasper Endlich, Feiko Keilholz, and Sebastiaan Laurenceau unpack the mid-summer shifts shaping your Q4 procurement strategy and which side of the market is likely to move first.New Zealandโ€™s milk season is gaining pace, boosting global supply. In Europe, sellers are holding off until buyers return from holiday, while buyers wait for sellers to cut prices.Itโ€™s a familiar summer standoff thatโ€™s already influencing dairy markets:- Butter futures are sliding, with physical markets still catching up.- Cheese is hitting its seasonal summer lull, even as milk production stays strong.- Whey proteins are quietly tightening ahead of the expected Q4 squeeze.*This podcast is part of our bi-weekly webinar series. Want the full picture with live charts and data? Sign up free at โ vespertool.com/webinarsโ 

22 de ago de 202529 min
episode Aug. 6, 2025 - Global dairy price update & NZโ€™s upcoming milk season artwork

Aug. 6, 2025 - Global dairy price update & NZโ€™s upcoming milk season

Our latest dairy analysis shows dairy buyers struggling with: ๐—˜๐˜…๐—ฐ๐—ต๐—ฎ๐—ป๐—ด๐—ฒ ๐—ฟ๐—ฎ๐˜๐—ฒ ๐˜ƒ๐—ผ๐—น๐—ฎ๐˜๐—ถ๐—น๐—ถ๐˜๐˜†: EUR/USD shifts moved European SMP prices โ‚ฌ35/mt overnight ๐—ฅ๐—ฒ๐—ด๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฝ๐—ฟ๐—ถ๐—ฐ๐—ฒ ๐—ด๐—ฎ๐—ฝ๐˜€: WPC80 at โ‚ฌ12,100/mt in Europe vs โ‚ฌ9,341/mt in the US ๐—ค๐Ÿฐ ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐˜‚๐—ป๐—ฐ๐—ฒ๐—ฟ๐˜๐—ฎ๐—ถ๐—ป๐˜๐˜†: Balancing current conditions with seasonal tightness expectations ๐— ๐—ถ๐˜…๐—ฒ๐—ฑ ๐—ณ๐˜‚๐—ป๐—ฑ๐—ฎ๐—บ๐—ฒ๐—ป๐˜๐—ฎ๐—น๐˜€: Higher milk production but lower butter stocks In this episode of The Dairy Cafรฉ, Vesperโ€™s dairy experts Jasper Endlich, Sebastiaan Laurenceau, and Feiko Keilholz provide the market insights you need to navigate these challenges, covering global pricing trends and the upcoming NZ milk season.*This podcast is part of our bi-weekly webinar series. Want the full picture with live charts and data? Sign up free at โ vespertool.com/webinarsโ 

6 de ago de 202529 min