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DairyTalk 290: Structural Shift in Dairy Markets: Why Supply and Demand No Longer Self-Correct - by Helmut Demmelhuber
This podcast episode is based on an industry analysis examining the structural transformation of the global dairy market. It argues that traditional supply-and-demand adjustments are losing relevance as modern dairy operations increasingly rely on alternative income streams such as energy contracts, carbon credits, and specialized beef-on-dairy programs. These revenues, combined with rigid cooperative delivery obligations in parts of Europe, reduce the sector’s responsiveness to falling milk prices. The result is persistent oversupply and accelerating consolidation, with large-scale…
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