Episode 101 - A market turn no one predicted
In this episode, Anne Lee sits down with Stu Davison of HighGround Dairy to unpack the sharp turnaround in global dairy markets and what is driving the recent surge in prices on the Global Dairy Trade platform. Drawing on his day-to-day market analysis, Stu explains why strong global milk production has not translated into weaker prices and how sentiment, geopolitics and supply chain disruption have shifted the tone of 2026.
Host:
Anne Lee, Senior Journalist, Dairy Country
Guest:
Stu Davison, HighGround Dairy
Bringing both global perspective and practical insight to the discussion, Stu breaks…
The skinny
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