Latest / DairyTalk by Helmut Demmelhuber
DairyTalk 155: New Zealand’s Warning - when Efficiency Isn’t Enough - by Helmut Demmelhuber
Even the world’s most efficient dairy producers are hitting the wall. In late 2025, New Zealand farms are operating on margins of just one dollar per kilogram of milk solids - squeezed by rising costs, falling milk prices, and global overproduction. With China shifting from aggressive importer to tactical buyer, demand security has vanished. This episode explains why the margin crisis is global and why survival will depend less on waiting for better prices and more on efficiency gains, debt reduction, and diversified income streams. With comments on a "The Bullvine"-article (December 4th…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.