Handel met ons
Alle rapporten

Slow start of the month

1 min lezen

    Marktrapporten verschijnen alleen in het Engels. De rest van de site is wel in uw taal beschikbaar.

    Yesterday was the first trading day of April, and it will not go into the books for anything remarkable. Most talks were about the same topics, inflation, where is demand, stocks and when will we see higher prices (Q3 or Q4?). The general conclusion seems to be that nobody has a strong opinion. Producers agree demand is weak, but they prefer to sell week by week, month by month. There is very little to gain with long-term contracts for them. End users would rather buy something for Q3 and Q4 and their demand for closeby remains very low. Its a copy of all the info we had over the last weeks. 

    Today we expect a morning without much action as we expect partners to wait for GDT results. Looking at last week's pulse results and hearing the feedback from our partners we expect the GDT to trade lower again for all products. We wonder what cheese will do, as it has corrected over 20% in the last two events. Can we expect a bounce? or is the pain not over? In general, we expect the event to be down between 2-4%.

    Meer van de desk

    • 13 min lezen

      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.

      • Nieuwste
    • 7 min lezen

      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.

      • Nieuwste
    • 3 min lezen

      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.

      • Nieuwste