The 2024 ADPI/ABI Annual Conference starts next week and will likely move the dairy markets. What does Jacoby predict for dairy production and demand for 2024? Join Ted Jacoby III and our guests Jacob Menge, Vice President of Risk Management and Trade Strategy; Joshua White, Vice President of Dairy Ingredients; Diego Carvallo, Director of Dry Dairy Ingredient Trading; Gus Jacoby, President of Fluid Dairy Ingredients and Dairy Support; Joe Maixner, National Sales Manager of Dairy Ingredients; and Ted Jacoby Jr.
We discuss:
Plus, is whey the new canary in the coal mine? Find out more on today’s episode of The Milk Check.
Diving into Mexico’s milk industry
Sumergiéndonos en la industria lechera de México
An expensive game of musical chairs for milk
Discussing China with Jeroen Lemmens
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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