NZ October Milk Closer to +2% YoY?
Insight Focus October cold snaps may have slowed NZ milk production ga...
Favourable Weather Could Push September NZ Milk Production up 9% YoY
Insight Focus New Zealand’s milk production surged by 10% ...
Dairy Monthly: WMP Undervalued, EU Battles Bluetongue
Insight Focus Strong EU butter and SMP prices are pushing New Zealand ...
Dairy Monthly: China Exports AMF, Fonterra Forges Ahead
Insight Focus The traditional top three European supply nations ...
Dairy Trading Strategies: Constructing a Basis Hedge
Insight Focus Brazilian milk powder prices show limited correlat...
Dairy Monthly: Milk Production Diverges in Key Regions
Insight Focus German milk production was strong, while weakness in Fre...
Dairy Monthly: EU, NZ Pricing Strong Amid Unusual Weather
Insight Focus A mixed bag for milk production across Europe. Strong pe...
2024 YTD Milk Production Trends
Insight Focus European milk production is close to 2023 levels. This h...
Milk Market Insights: Production, Trends, and Risks
Insight Focus European milk production stable; UK poised to surpass la...
European Milk Collections Rebound Strongly
Insight Focus German production has risen and continues to show streng...
Weather Provides Surprise New Zealand Milk Production Surge
Insight Focus December NZ milk production surpassed expectations at 22...
Dairy Trading Strategies: Calendar Spreads
Navigating the complex world of futures trading can be a daunting task...
NZ Milk Production Insights: Trends and Market Dynamics
Insight Focus November Milk Collection: NZ hits 239.2m kgMS; non-Fonte...
Milk Wars: New Zealand’s Milk Collection Skirmishes
Insight Focus October milk collections in New Zealand hit 254.4 millio...
Moo-ving On Up: New Zealand’s Milk Rebound and WMP Whispers
Insight Focus New Zealand milk collections rebounded in September. Vol...
Dairy Trading Strategies: Technicals
The use of technical analysis in predicting stock trends can be comple...
NZ Milk Collections, Market Insights, and Dairy Futures: A Comprehensive Overview
Insight Focus New Zealand Non-Fonterra milk collections exceed expecta...
Dairy Trading Strategies: Volatility
Insight Focus Volatility is mean-reverting in the medium to long term....
Strategic Moves by NZ Dairy Players, China’s Imports, and Market Trends
Insight Focus Fonterra maintains 79.1% market share for their FY23. Ol...
Dairy Trading Strategies: Mean Reversion, Long-Run Mean & Half-life
In the world of dairy investments, understanding the concept of mean r...
Dairy Disruptions: Growing Chinese Milk, NZ Shifts & Fonterra’s Forecast Shake-Up
Insight Focus Non-Fonterra processors steadily eke out market share ga...
Dairy Trading Strategies: Cross-Commodity Spread Trades
Cross-commodity spread trading, exemplified in the dairy industry, inv...
Record New Zealand Milk Collections, & Uncertainty in Key Destinations
Insight Focus Record-high May New Zealand milk collections. Warmest Ma...
Dairy Trading Strategies: The Cash-and-Carry Trade
This article will be the first in a series which sets out to unpick se...
Milk Collections Soar in NZ, Challenges in Europe
Insight Focus Record-breaking April milk collections in New Zealand du...
Unlocking New Zealand’s Dairy Secrets: Non-Fonterra Milk Growth
Insight Focus Non-Fonterra dairy processors gain ground. Small process...
What Happened to the Dairy Charts We Told You to Watch in June
Some Useful Acronyms: SMP (Skimmed Milk Powder), FFMP (Full Fat Milk P...
Czapp Explains: Skimmed Milk Powder vs. Whole Milk Powder
Other Opinions You Might Be Interested In… An Introduction to Dairy ...
Five Dairy Charts You Should Be Watching Right Now
Some Useful Acronyms: SMP (Skimmed Milk Powder), FFMP (Full Fat Milk P...
What Drives Emerging Markets to Buy Dairy Powders?
784 words / 3.5 minute reading time The most important things for an e...
Are Plant-Based Alternatives a Real Threat to Dairy?
873 words / 4 minute reading time Fluid milk consumption is fall...
Dairy Market Hurt by COVID-19 and Oil Price War
908 words / 4.5 minute reading time Some Useful Acronyms: Europe...
Can Reservoir Levels Predict India’s SMP Import Requirements?
691 words / 3 minute reading time The obvious headlines surround...
Risks to the SMP Market: Coronavirus, Drought and More
994 words / 5 minute reading time The coronavirus could impact t...
(NEW) The Big Three Dairy Tenders: Vietnam
420 words / 2.5 minute reading time Yesterday, we discussed Cuba (Alim...
(NEW) The Big Three Dairy Tenders: Cuba
A New Year, a New Dairy Series Welcome to Czapp’s latest dairy...
An Introduction to Dairy – Whole Milk Powder (WMP)
1,158 words / 7 minute reading time A Brief Overview This is the final...
An Introduction to Dairy – Cheese
1435 words / 9 minute reading time A Brief Overview This week, we’re...
An Introduction to Dairy – Butter
1394 words / 9 minute reading time A Brief Overview Last week, this se...
An Introduction to Dairy – Skimmed Milk Powder (SMP)
833 words / 5 minute reading time A Brief Overview So far in this dair...
An Introduction to Dairy – Europe
1036 words / 6.5 minute reading time A Brief Overview So far in this d...
An Introduction to Dairy – USA
1047 words / 6.5 minute reading time A Brief Overview Last week, we re...
NEW: An Introduction to Dairy – New Zealand
939 words / 6 minute reading time A Brief Overview Welcome to the firs...