China Demand Risks Loom Over Global Dairy
A potential slowdown in China’s economy is raising fresh concerns about a new “China shock” that could ripple across global commodity markets, including dairy, as weakening demand from one of the world’s largest importers threatens to disrupt trade flows and pricing dynamics. China has long played a pivotal role in supporting global dairy demand—particularly for…
US-Iran Tensions Raise Indirect Risks for Dairy
Escalating tensions between the United States and Iran are creating indirect challenges for the global dairy sector, mainly through higher energy, freight and packaging costs, according to market analysts. While the conflict has so far had limited direct impact on dairy fundamentals, its biggest transmission channels are rising oil prices and logistics disruptions that affect…