El Niño, Inflation Test Brazil’s Dairy Market
Brazil’s dairy industry is entering the second half of 2026 amid mounting pressure from El Niño, inflation and elevated imports, creating a challenging environment for both producers and processors, according to Rabobank. While profitability improved during the first half of the year, with net income per cow per day rising from R$23.30 in January to…
Weak Monsoon Start Raises Kharif Crop Concerns
India’s 2026 southwest monsoon has begun on a weak footing, raising concerns over the outlook for the upcoming kharif cropping season and its potential impact on agricultural production, rural incomes, and food inflation. According to a report by 360 ONE Capital Research, cumulative rainfall as of June 17 stood at 46.2 mm against the normal…
Telangana to Supply Vijaya Milk to 27 Lakh Students
The Telangana government has announced plans to provide Vijaya Dairy milk to more than 27 lakh students studying in government schools and anganwadis as part of its broader nutrition and education welfare initiatives. Deputy Chief Minister Mallu Bhatti Vikramarka reviewed the proposal during a high-level meeting with Animal Husbandry Minister Vakiti Srihari and senior officials,…
El Niño Threat Raises Concerns for Dairy and Food Prices
Growing concerns over the possible development of an El Niño weather event are prompting fresh discussions about its potential impact on India’s monsoon, agricultural production, food inflation, and dairy supply chains. El Niño is a climate phenomenon characterized by warmer-than-normal sea surface temperatures in the central and eastern Pacific Ocean, which can alter global weather…
EU SMP Demand May Rise as Super El Niño Threatens Supply
Demand for European skimmed milk powder (SMP) could strengthen significantly if a potential Super El Niño disrupts milk production and agricultural output across key dairy-producing regions, according to analysis from CZ App. The report highlights that extreme weather linked to a strong El Niño event could impact global dairy supply chains, creating tighter market conditions…
Dairy FY 2025-26: Navigating Uncertainty, Seizing Opportunity
As we step into a new financial year, the dairy industry stands at a crossroads shaped by multiple forces—climate fluctuations, milk availability, feed and fodder dynamics, and shifting market conditions. The road ahead will be defined by how these variables interact, influencing production, pricing, and sustainability. Scenario planning isn’t just an exercise; it’s a necessity…