Market View
Episode 68 – Dairy market update: Supply growth, tariff impacts, and consumer demand
In this episode, Sheryl Haitana speaks with Cristina Alvarado, Head of Dairy Insights at NZX, and Stu Davison, Analyst at HighGround Dairy. Cristina outlines the factors behind strong global dairy prices, including tight supply and steady demand from China and Southeast Asia, while Stu highlights forecasted milk production growth driven by the US, Argentina, and New Zealand.
They discuss uncertainties around Chinese demand, emerging markets like Nigeria, and the impact of upcoming tariff decisions. Together, they provide a concise outlook on key trends shaping the dairy market in 2025.
Production up, prices mixed
World dairy producers, including New Zealand, have seen a steady milk supply but prices are failing to set a firm direction, Amy Castleton writes.
Market marked by volatility
March saw export dairy markets pared back after gains in January and February, Alex Winning reports.
