Négocier avec nous
Tous les rapports

High Markets attract High Offers

1 min de lecture

    Les rapports de marché ne paraissent qu'en anglais. Le reste du site est disponible dans votre langue.

    We saw a relatively slow start to the week yesterday. With a long weekend behind us, yesterday felt like a typical Monday with most partners looking more for information than for offers and bids. We do see that with higher markets more sellers appear to sell products. Firm markets attract higher prices. We don't see the buyers yet accepting these higher prices. 

    Some positive news for the farmers in the Netherlands, Friesland Campina is keeping the milk price stable. It is another signal that the producers don't expect prices to fall further. And looking at the current commodity prices and the prices they try to sell at, we can only expect milk prices will start to go up again during the summer.

    This should put a floor under the milk decline that some still expect. With milk prices between 42ct and 45ct, we think the milk price will not put a break on milk production in H2 as most of the market participants (and us) expected. This might take a bit of the premium out of the market for H2 as well.

    Looking at action at the EEX and CME it seems these markets are taking a slow start to the week as well. With hardly any trades we keep this update short and simple.

    Plus du desk

    • 13 min de lecture

      The Bull, The Bear & The Black Swan

      Last week was an intense one. When conflict erupted in the Middle East, the market's first instinct was to buy. Partners moved quickly on available offers, and by Tuesday the GDT had rallied alongside a broad bullish swing across agricultural commodity markets world wide. For a moment, it felt like the market had made up its mind. The second half of the week told a different story.

      • Récents
    • 7 min de lecture

      The Bull, The Bear and the Fairy Dust

      After another active week of trading and yet another slide in prices, we started preparing this week’s report. But beyond concluding that the market remains bearish, there are countless ways to tell the same story: more milk, more stock, slower demand, lower prices. You know the drill. So this week, we’ll skip the usual summary. Those who know us well know we have two children — Lina and Ollie.

      • Récents
    • 3 min de lecture

      The Five Phases of a Buyers Grief

      Yesterday, the market continued its bullish trajectory, driven primarily by surging spot prices for liquid products. With raw milk prices averaging €0.65, SMC prices reaching €2,550, and cream prices breaking records at €10,000 to €10,250, it’s evident that processors are fiercely competing for raw materials. This has left minimal supply available for commodity production.

      • Récents