Fonterra Lifts Outlook Amid Middle East Risks
New Zealand dairy giant Fonterra has raised its full-year earnings guidance to 50–65 NZ cents per share, up from the earlier 45–65 NZ cents, reflecting improved global commodity prices, strong margins and disciplined cost control despite rising geopolitical uncertainties. The company reported a 3% increase in half-year profit to NZ$750 million for the six months…
Fertiliser Shock Threatens Dairy Supply Chain
Rising geopolitical tensions are emerging as a critical threat to fertiliser availability, placing fresh pressure on the global dairy sector’s cost structure and production outlook. Supply chain disruptions—particularly across key trade routes—are tightening fertiliser markets, a vital input for feed crop production, thereby increasing risks for dairy farmers already grappling with elevated input costs. Industry…