Global Dairy Commodity Prices Show Signs of Rally
Global dairy commodity prices have shown a rally in the first quarter of 2026, particularly for products originating from Australia and New Zealand, according to a new Q1 Global Dairy Quarterly report by Rabobank. The report notes that overall dairy prices have begun to recover in recent months, supported by strong consecutive increases at Global…
Savencia Profit Drops on Rising Milk Costs
Savencia Profit Drops on Rising Milk Costs French dairy major Savencia Fromage & Dairy reported a sharp fall in profitability for 2025, with its net income dropping by €32.2 million to €74.7 million, representing 1.1% of revenue, mainly due to a surge in milk prices and weaker industrial commodity markets. The group’s sales reached €6.957…
Hormuz Disruption Threatens Dairy Supply Chain
Escalating geopolitical tensions around the Strait of Hormuz are creating new risks for the global dairy sector by disrupting key inputs such as energy, fertilisers and shipping routes. The strait carries nearly 30% of global oil shipments and about 20% of liquefied natural gas (LNG), making it vital for energy-intensive industries like dairy processing that…
Rabobank Sees Cautious Dairy Price Recovery
Global dairy commodity prices are showing early signs of recovery in 2026, but the rebound is expected to remain cautious due to abundant global milk supply, according to Rabobank’s Global Dairy Quarterly report. The bank noted that strong milk production across major exporting regions—including the EU, United States, South America and New Zealand—kept markets well…
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…