Episode 09 - Stand for Peace

In this episode of The Hoogwegt Dairy Spew, we talk about the impact of the Ukraine-Russia War on Dairy Markets.

With special guest Tomasz Maslona, Commercial Director of Central & Eastern Europe Dairy Essentials, we discuss the effects of the conflict and the impact on Supply & Demand.

We also discuss the potential impact of China's new wave of COVID measures.

Note: Podcast was recorded on 22/Mar/2022

Chapters

• 0:15 Introduction
• 0:50 Impact of China's Latest COVID Measures
• 6:56 Hoogwegt Poland Standing for Peace
• 11:15 Impact of Ukraine-Russia War on Dairy
• 14:28 Increased Cost of Production in Europe
• 16:40 Any Downside?
• 18:10 Financing High Dairy Prices
• 19:25 What Does it Mean for Dairy Prices?
• 19:52 SMP Outlook
• 24:15 BMP Outlook
• 25:41 WMP Outlook
• 26:58 AMF Outlook
• 27:45 SWP Outlook
• 29:50 Milk Production Outlook
• 31:44 Closing