The Dairy Cafe

Oct. 2, 2025 - Where is the dairy market heading in Q4?

Join dairy experts Jasper Endlich and Feiko Keilholz as they return from the Oakley Conference to unpack key dairy market trends. From record US butter exports and European price slumps to a surging global milk supply and the cheese market's pivotal role, this episode dives deep into the numbers, shifts, and signals shaping the industry. Includes updates on SMP, Oceania milk flow, retail dynamics, and China's surprising stock movements.*This video is part of our bi-weekly webinar series. Want the full picture with live charts and data? Sign up free at ⁠vespertool.com/webinars⁠.

Sept. 18, 2025 - Dairy markets in free fall: Strategic insights for volatile times

European butter have slipped below the €6,000/mt mark, while SMP prices are falling worldwide, and this may only be the beginning...In this Dairy Café we dive into these rapid price declines with our hosts Jasper Endlich, Sebastiaan Laurenceau and Feiko Keilholz. They'll break down the forces behind this shift and what procurement teams should expect next.Perhaps the timing for budget planning and contract negotiations?*This podcast is part of our bi-weekly webinar series. Want the full picture with live charts and data? Sign up free at ⁠vespertool.com/webinars⁠

Sept. 4, 2025 - Decoding the fundamentals behind the butter price dip

Butter prices are sliding, down €1,000/mt in less than a month. What’s fueling the drop? In this Dairy Café, our analysts will explain the drivers behind the market shift, including: ↳ Fundamentals behind the sharp decline ↳ Futures vs. spot market dynamics ↳ Real-time trading patterns from our marketplace ↳ Technical signals to watch ↳ Forward outlook *This podcast is part of our bi-weekly webinar series. Want the full picture with live charts and data? Sign up free at ⁠vespertool.com/webinars⁠

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

In this week’s episode of the Dairy Café, 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 Zealand’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.It’s a familiar summer standoff that’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 ⁠vespertool.com/webinars⁠

Aug. 6, 2025 - Global dairy price update & NZ’s upcoming milk season

Our latest dairy analysis shows dairy buyers struggling with: 𝗘𝘅𝗰𝗵𝗮𝗻𝗴𝗲 𝗿𝗮𝘁𝗲 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆: EUR/USD shifts moved European SMP prices €35/mt overnight 𝗥𝗲𝗴𝗶𝗼𝗻𝗮𝗹 𝗽𝗿𝗶𝗰𝗲 𝗴𝗮𝗽𝘀: WPC80 at €12,100/mt in Europe vs €9,341/mt in the US 𝗤𝟰 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘂𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆: Balancing current conditions with seasonal tightness expectations 𝗠𝗶𝘅𝗲𝗱 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀: Higher milk production but lower butter stocks In this episode of The Dairy Café, Vesper’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 ⁠vespertool.com/webinars⁠