Welcome back to Episode 06 of The Hoogwegt Dairy Spew!After a short hiatus, we are back to dive into what is causing prices to defy gravity.In this episode, we talk about the key Macroeconomic factors and Supply & Demand drivers contributing to the bullishness in the Dairy Market. Are we predicting any reprieve? What can possibly help to soften current sky-rocketing prices?Join us to find out more!** This Podcast Episode was recorded pre GDT Event 296.Episode Guide:0:30 Introduction1:15 Macro Factors4:03 Supply-Side Factors11:00 Demand-Side Factors13:52 Backwardation of Prices15:21 ONIL Demand17:12 Buyers' Hesitancy20:19 SWP Outlook21:35 BMP Outlook22:39 WMP Outlook23:51 Lactose & Permeates Outlook25:02 China's Demand

Ver todos los episodios