Episode 86 - Navigating Global Dairy
Global market insights and on-the-ground observations are shaping the perspective of dairy analyst Stu Davison. He recently returned from China and shares what he saw in the evolving bakery and dairy sectors, and what it could mean for New Zealand farmers and milk prices.
In this episode, Anne Lee speaks with Stu about the scale and sophistication of Chinese dairy processing, shifting consumer habits, and how premium ingredients like UHT cream and butter are driving demand. They also discuss global supply growth, New Zealand’s milk price outlook, the shifting focus on ingredient markets…
The skinny
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