T3, Josh and Tristan sat down with Jeroen Lemmens, who joined Cefetra Group’s dairy team in Singapore after spending multiple years trading dairy in China.
We’d spent months looking for the right person to talk to about China’s dairy buying habits past, present and future. The conversation gave some color to the disappearance of Chinese demand for American milk and some backbone to the hope that some of that demand will return in 2024.
Discussion ranged from trade agreements with New Zealand and the state of the hog market to domestic macroeconomic factors like China’s property market and industrial challenges.
Give it a listen, and let us know what you think.
Our pre-ADPI outlook and thoughts on 2024
Diving into Mexico’s milk industry
Sumergiéndonos en la industria lechera de México
An expensive game of musical chairs for milk
Why changing the Federal Orders won’t change much
The bears of Jacoby have a classic market discussion
On struggling dairy markets: How did we get here, and where are we headed?
Talking sustainable agriculture with Tara Vander Dussen
Analyzing dairy price charts and macroeconomic indicators: What kind of rebound do they suggest?
Counting cows and debriefing the recent USDA milk production report
The Teds talk 2023 milk prices
California water and regional milk production with Geoff Vanden Heuvel and Sarina Sharp
Modeling the milk landscape with our friends from Freshagenda
A roundtable trading strategy Q&A
Inflation, recession and dairy with Dr. Andrew Novakovic
Talking dairy supply with the fluid milk team
In the trading room (part 2): noteworthy market trends
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