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.
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