rabobank
Rabobank predicts slower dairy market price recovery but remains positive
A recent Rabobank report indicates that the initial surge in dairy prices seen in late 2023 and early 2024 was largely due to a period of restocking at lower prices rather than a robust uptick in consumer demand.
Rabobank predicts a “new equilibrium” in its quarterly dairy report
year. Coupled with lower expected feed costs, an improved margin outlook will eventually drive milk production growth in the Big 7 by the second half of 2024.
Global dairy trade growth endures
According to a recent Rabobank report, global dairy product trade remains a growth sector despite recent declines from 2021’s record highs, with several standout trade flows exceeding 3 billion kilograms in 2022.
The ups and downs of dairy
China’s dairy import gap will remain while global milk production is slowing, says Rabobank
Global milk production slows, matching tepid demand, says Rabobank
The balance of global milk supply and demand persists, with slowing global milk production eventually matching the tepid demand growth in most regions, preventing further price declines, the new report from dairy analysts and bankers Rabobank notes.
Record-high revenues reshuffle Rabobank’s Dairy Top 20 ranking
Rabobank’s annual Global Dairy Top 20 report, which highlights revenue performance of the world’s dairy industry leaders, shows that only five companies kept the same position as last year.
Rabobank says producers are feeling the squeeze
According to a new report from Rabobank, participants all along the dairy value chain are being squeezed.
Business & trade, Dairy processing, Dairy Production, Logistics
RaboResearch reports on reducing emissions throughout the dairy supply chain
A new Rabobank report explains the complexity of reducing emissions in the dairy value chain and outlines some of the reduction strategies left untapped.
Dealing with turbulent times at the EDA Annual Convention
Giuseppe Ambrosi, the European Dairy Association president, notes the industry through the last decade has faced one crisis after another, with the year 2022 seeing everything from the war in Ukraine to the European Union’s implementation of the farm to fork strategy.
RaboResearch: Weakened dairy markets face uncertain start to 2023
Weaker global dairy markets remain a key theme as 2022 comes to a close, says a new dairy report from Rabobank.
Rabobank predicts loosening for end 2022
Rabobank expects the combined Big-7 milk pool to return to growth in the fourth quarter of 2022, ending five consecutive year-on-year quarterly declines, it says in its Global Dairy Quarterly Q3 2022.
A look at the top 20
The Rabobank Dairy Top 20 makes for interesting summer reading.
Rabobank’s Global Dairy Top 20 shows increased turnover for industry
Supported by the recovery in foodservice channels after the initial Covid-19 pandemic and continued strong retail channel sales, dairy demand firmed globally, according to Rabobank’s analysis.