Latest Episode: 064 - March - 2024
Diving into Mexico’s milk industry
This is the first podcast episode in our quarterly Understanding Export series. Today’s special guest is Fernando Anaya, Director General at DILAC. DILAC offers powdered dairy products and has a 27-year track record within the… Listen here
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Este es el primer episodio de nuestro serie trimestral Entendiendo Exportaciones. El invitado especial de hoy es Fernando Anaya, Director General en DILAC. DILAC ofrece productos lácteos en polvo y tiene un historial de 27… Listen here
The T.C. Jacoby team got together to talk about a two-part phenomenon that we’re expecting to wrinkle the dairy markets over the course of the next year or two. 2023 through ’25, plant capacity expansions… Listen here
T3, Josh and Tristan sat down with Jeroen Lemmens, who joined Cefetra Dairy in Singapore after spending multiple years trading dairy in China. We’d spent months looking for the right person to talk to about… Listen here
Industry discussion surrounds a docket’s worth of changes to the Federal Milk Marketing Orders (FMMO), and we feel like it’s high time that we weighed in. The USDA hearing on pricing formulas reconvened November 27,… Listen here
Our team is (mostly) bearish right now. We’re seeing signs that recent Class III price rises aren’t supported by demand, and the lack of Asian demand for powders continues. In the August episode of The… Listen here
On June 12, we brought a group together to share perspectives on the dairy markets, along with thoughts on what we might expect moving forward. And there wasn’t a strong consensus. Josh thinks supply-side factors… Listen here
