Fonterra Ditches A2, Goes All In on Lactose-Free
A Major Agribusiness Pivot Sees Fonterra Discontinue Its A2 Milk Line to Focus on New Zealand’s Fastest-Growing Dairy Segment. In a strategic move set to reshape a key segment of the agribusiness market, New Zealand dairy giant Fonterra has announced the discontinuation of its A2 milk range. The cooperative’s decision, confirmed in a notice, is a clear…
Fonterra lifts FY25 forecast Farmgate Milk Price
Fonterra Co-operative Group Ltd has today increased the 2024/25 season forecast Farmgate Milk Price from $10.00 per kgMS to $10.15 per kgMS, with the range narrowing from $9.70 – $10.30 per kgMS to $10.10 – $10.20 per kgMS. CEO Miles Hurrell says “as we close out the FY25 year, I’m pleased to be in the…
Vietnam Herds Decline Threatens Dairy Ambitions
Vietnam’s dairy sector is facing a critical setback: the national dairy cow herd has stagnated, casting doubt on the country’s ability to meet its growth targets. The Vietnam Livestock Association recently informed the Ministries of Industry & Trade, Agriculture & Rural Development, and Health that several traditional dairy hubs—Ho Chi Minh City, Ba Vi (Hanoi),…
Fonterra agrees sale of Consumer businesses to Lactalis
Fonterra agrees sale of Consumer and associated businesses to Lactalis Fonterra Co-operative Group Ltd today announced it has agreed the sale of its global Consumer and associated businesses to Lactalis for $3.845 billion, subject to certain customary financial adjustments and conditions including approval by farmer shareholders, separating the businesses being sold from Fonterra, and receipt…
Probe Looms Longer: China Extends EU Dairy Investigation
In a strategic escalation of trade defences, China’s Ministry of Commerce has extended its anti-subsidy investigation into European Union dairy imports—covering milk, cream, and cheese—by six months, now slated to conclude on February 21, 2026, citing the complexity of the case . This is not an isolated development. It follows earlier investigations into EU pork…
GDT Event 386 declined by 0.3% & Global Dairy Trends
On Tuesday, 19 August 2025, GDT Trading Event 386 recorded a 0.3% decline in the overall GDT Price Index. The average price landed at US $4,291 per metric tonne (equivalent to €3,676). Among key product movements: Anhydrous Milk Fat (AMF) edged up 0.1% to $7,078/MT. Butter declined 1.0%, now at $7,144/MT. Cheddar decreased 0.5% to…
India & NZ: Opposite Forces Steering Global Dairy
The global dairy market is not only about commodities — it is a geopolitical chessboard in constant motion, where beyond cows, milk and cheese, economic power, food security and policies come into play, capable of shaking entire nations. In this arena, India and New Zealand represent polar opposites: the former, a colossal producer that consumes…
Australia Drives Dairy Exports to Southeast Asia
Australia’s dairy sector, in collaboration with Austrade (the Australian Trade and Investment Commission), is intensifying its focus on Southeast Asia—a region now accounting for approximately 87% of its dairy exports. In the fiscal year 2023–24, Southeast Asia imported over 290,000 tonnes of Australian dairy, valued at more than A$1.2 billion, with Singapore, Indonesia, and Malaysia…
China Extends Dairy Probe Amid EU Trade Tensions
China has extended its anti-subsidy investigation into European Union (EU) dairy products—including milk, cream, and cheese—by six months, pushing the deadline to February 2026. The Ministry of Commerce in Beijing cited the “complex nature” of the case as the reason for the extension. This investigation is widely seen as part of a broader tit-for-tat trade…
Global Milk Surge Pressures Dairy Market Stability
A sharp increase in milk production across the European Union, United States, and New Zealand is exerting significant downward pressure on commodity dairy prices. With supply now outpacing demand—amid weakening domestic consumption and slow export growth—market fundamentals are shifting toward bearish sentiment. The EU faces easing supply constraints but afternoon droughts threaten feed stocks. In…