Opere con nosotros
Todos los informes

Daily Dairy Digest: 13th of January

1 min de lectura
  • Líquidos

Los informes de mercado se publican únicamente en inglés. El resto del sitio sí está disponible en su idioma.

The first few updates from our side this year haven't been optimistic for the market, and today is not going to be any different. The market continues to trade lower on every commodity and the pace isn't really slowing down. The spot market for raw milk is under pressure and we see all liquids trading lower. 

We hear that raw milk is being traded between 32ct and 35ct and the price for SMC is dropping towards € 1700-€ 1800 levels. Cream is trading between € 4800,- and € 5100,-. The problem seems that every week the volume on liquids seems to grow, and due to the lack of buyers for commodities like butter cheese and SMP the demand is dropping fast.

In the short term, there just doesn't seem to be a way to stop the downtrend. Even though at the moment producers are trying to keep their sales price for the commodities high, in our opinion, this will only result in higher stocks and pressure at a later moment in time. At the moment the pressure from Ireland seems to be small, but in 4-6 weeks we expect their production to start as well, which will result in more sellers on an already full market.

Más desde la mesa

  • Prudente
    6 min de lectura

    The market that feels calmer the further you stand back

    Last week was a strange one from our side. Fats opened slowly, but by Friday's close it felt as if someone had thrown open the warehouse doors and decided selling was the only logical thing left to do. And where the bearish trend on butter feels logical, we now find the same bearish sentiment creeping into powders.

    • Mantequilla
    • Queso
    • Leche en polvo
    • Líquidos
  • Impulsado por la demanda
    8 min de lectura

    Bear in the Warehouse, Bull in the Gym

    We have been off for two weeks, but we are back and ready to broker and advise in this ever-changing dairy market. As expected, fat prices across the EU and beyond continue to drop, while protein prices have found their way up. And with protein rising faster than fat is falling — in terms of milk price impact — the current price development looks healthy for farm gate prices.

    • Mantequilla
    • Queso
    • Leche en polvo
    • Líquidos
  • Bajista
    9 min de lectura

    Too Much Milk, Not Enough Market

    This week the commodity markets feel heavy across every product we broker. Pressure on spot liquid markets is translating directly into selling pressure from producers — but most buyers didn't wait. They covered via another route, earlier, and at better levels. This market feels very one-sided.

    • Mantequilla
    • Queso
    • Leche en polvo
    • Líquidos