China’s Dairy Market Recovery Expected by Mid-2026
China’s dairy sector, which has been under intense margin pressure due to overcapacity, subdued demand, and falling milk prices, is expected to take at least one more year to recover, according to market experts. The sector, which previously saw rapid expansion, especially post-pandemic, now finds itself in a correction phase. Many large farms are reporting […]
Australia’s milk production continues recovery
Australia’s milk production continues to recover, as global supply is forecast to grow at a modest rate in the coming year, Rabobank says in its newly-released Global Dairy Quarterly. In the Q3 report, titled Market Narratives are Shifting, the global agribusiness bank says positive – though modest – milk supply growth is expected from the world’s major […]
Rabobank: Recovery in global milk prices has ‘cooled’ slightly
The recovery in global milk prices evident in late 2023 and continuing into early 2024 has “cooled slightly” in quarter two, according to new research published today (Tuesday, May 7) by Rabobank. The bank’s latest global dairy quarterly report suggests that the tentative recovery in prices could now face “some additional headwinds”. Rabobank had expected […]