Morning Dairy News, 11/24/2015

Tuesday, November 24, 2015

Cold storage inventories: The bears are out

Butter shortage in Canada due to consumer shift from margarine, says group

Japan’s butter shortages illustrate long-distorted food policies

India: While co-operative dairies have not cut prices, their margins have come under tremendous pressure

The New Zealand dollar is coming under fresh selling pressure due to falling dairy prices

Fonterra is expected to review its $4.60 a kg farmgate price forecast next month

China Dairy Corporation is looking for an Australian partner

A2 Milk Company shares are on a tear

FrieslandCampina NV, with 19,054 farmer members & annual revenue of $16-billion is the largest Dutch dairy company

Arla tells dairy farmers it will hold December milk price

Senators urge flexibility for milk truckers in transportation bill...milk truckers perpetually risk being overweight

Dairy companies can build trust through transparency

El Niño appears to be reaching its peak, but its effects on weather and agriculture are expected to continue

Ukrainian government suspends cargo traffic with Crimea

Now is a good time for producers to dis­cuss lock­ing in favourable interest rates

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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