China’s Baby Boom Fuels Dairy & Biotech Growth
China’s birth rate subsidies, once dismissed as a stopgap measure, are now catalyzing a seismic shift in global markets. With infant formula consumption surging and policy tailwinds driving demand for premium ingredients like human milk oligosaccharides (HMOs), strategic investors are eyeing two sectors: European biotech firms with HMO production patents and undervalued Chinese dairy stocks…
India–US Mini‑Deal Stalls Over Agri, Dairy & GM Crops
India has toughened its position on issues related to agriculture and dairy as negotiations in Washington entered a crucial stage, posing challenges on efforts to close a mini deal before July 9, a government official said on Monday. The official added that the stay of the Indian team, headed by special secretary in the department…
Navigating China’s Oversupply: Growth Strategies in Dairy
After nearly 30 years of dynamic development, China’s dairy sector has emerged as the world’s second-largest. According to NielsenIQ, however, this juggernaut now faces a critical juncture: production has surged while per‑capita consumption lags behind. Between 2018 and 2024, raw milk output jumped 31.6%, while productivity per cow improved 11.7%. Yet in the same period, per‑capita…
Trump promises immigration order soon on Dairy and farm workers
U.S. President Donald Trump said he would issue an order soon to address the effects of his immigration crackdown on the country’s farm and hotel industries, which rely heavily on migrant labor. “Our farmers are being hurt badly and we’re going to have to do something about that… We’re going to have an order on…
Dairy Fraud Risks Escalate in Q1 2025: FOODAKAI Index Flags Early Warning Signs
The FOODAKAI Global Food Fraud Index for Q1 2025 has identified a concerning uptick in dairy-related fraud incidents, signaling potential challenges ahead for the dairy industry. While the number of reported cases remains relatively low, the nature of these incidents—such as counterfeit butter and milk adulteration—suggests an early escalation that warrants immediate attention. Professor Chris…
Why India Poses the Biggest Trade Opportunity with US
India Trade Talks Make Progress Before the White House’s 90-day pause on higher tariffs for other countries expires on July 9, India is one country rushing to negotiate a trade deal with the U.S. As trade tensions continue to impact both commodity and financial markets, the White House says the Trump administration is making progress…
Dairy’s Acceleration in Butterfat and Protein Production
The dairy industry is experiencing a significant shift, with advancements in genetics, nutrition and feed management driving remarkable changes in milk composition. These changes spell good news for everyone involved in the industry as higher butterfat and protein content are now being optimized. Dairy Components: A Growing Importance In the U.S., over 80% of the…
Above-Normal Monsoon Forecast for 2025 Brings Optimism for Dairy
The India Meteorological Department (IMD) has forecasted an above-normal southwest monsoon for 2025, bringing encouraging prospects for India’s agriculture and dairy sectors. According to IMD’s long-range forecast, rainfall between June and September is likely to be 105% of the Long Period Average (LPA) of 87 cm, with a model margin of ±5%. The probability of…
U.S. Dairy Steady Despite Tariff Pause
Despite a recent pause in tariff relief for U.S. dairy under the Section 301 investigation framework, the U.S. Dairy Export Council (USDEC) reports no immediate impact on its primary export destinations. Key markets—including Mexico, Southeast Asia, and Latin America—remain stable, as they are not currently subjected to Section 301-related tariffs. The U.S. Trade Representative’s (USTR)…
Impact of gluten, coffee, dairy and alcohol on endometriosis
Dietary changes could reduce the pain of endometriosis for half of those living with the disease, a new study suggests. The largest international survey ever conducted on diet and endometriosis, involving 2,599 people, found 45% of those who stopped eating gluten and 45% of those who cut out dairy reported experiencing an improvement in their…