Morning Dairy News, 11/20/2015

Friday, November 20, 2015

It looks like (U.S.) milk prices could weaken considerably as we end the year and move into the first quarter of next year

It stands to reason more (cheese) price weakness could be in the cards for the balance of the year

Experts predict weak milk prices in the first quarter, but then rebounding during the rest of 2016

On a daily basis, October’s U.S. milk production per cow per day is the lowest of the year

Long term is positive when I think about the dairy industry & our ability to penetrate foreign markets going forward

Fonterra: Concerns about meeting customer demands throughout the rest of the season amid falling milk production

Chinese & British scientists found a strain of E-coli that is resistant to colistin, the antibiotic of last resort

The (milk price) lows are longer than the highs and unfortunately the highs don't last as long as the lows

Since the (Russian) embargo, the EU has successfully expanded sales to existing customers & aggressively pursued new markets

A switch to a “market-economy” designation would help Vietnamese firms fight anti-dumping lawsuits

Germans ditching mild cheese for stronger, heartier offerings, says Mintel

What's Actually in the Trans Pacific Partnership?

In the first nine months of the year, Danone's brands Aptamil, Nutricia Nutrilon and SMG all booked strong growth

Unless otherwise noted, the posts on this blog should be construed as market commentary, merely observing economic, political and/or market conditions, and not intended to refer to any particular trading strategy, promotional element or quality of service provided by INTL FCStone Inc. or its subsidiaries. INTL FCStone Inc. is not responsible for any trading decisions taken by persons viewing this material. Information contained herein was obtained from sources believed to be reliable, but is not guaranteed as to its accuracy. These materials represent the opinions and viewpoints of the author, and do not necessarily reflect the viewpoints and trading strategies employed by INTL FCStone Inc. or its subsidiaries. Reproduction without authorization is prohibited. All rights reserved.

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