Episode 05 - HSING x PDI Jeroen Lemmens

你好! Hello!

欢迎光临! Welcome to Episode 05 of The Hoogwegt Dairy Spew.

In this episode, we are joined by Jeroen Lemmens from our sister company, Pacific Dairy Ingredients (PDI), China.

Another "OG", Jeroen has 20 years of experience in Dairy and has spent close to 5 years in Shanghai with PDI.

Join us as we discuss China's Demand, Stock Situation, Buying Patterns, and many more topics which would pique your interest.

** This Podcast Episode was recorded pre GDT Event 291.
We are happy to say that our analysis that Oceania Origin was undervalued was pretty spot on!
#SmallWin


Episode Guide:
0:35 恭喜恭喜 (Congratulations) - Big News from The Stevens

1:37 Introducing Jeroen Lemmens & Pacific Dairy Ingredients

4:17 What is China's Demand & Stock Situation?

5:10 China's Buying Cycle Explained & FTA

8:05 WMP vs SMP Demand

9:03 China's COVID Policies & Implications on Buying Patterns

13:05 Freight Situation in China

14:31 China's Feed Demand

17:34 重点 (Main Point) - In Summary, What All This Means To You

19:45 China from SEAsia's Perspectives & Recommended Actions

Chapters

• 0:35 恭喜恭喜 (Congratulations) - Big News from The Stevens
• 1:37 Introducing Jeroen Lemmens & Pacific Dairy Ingredients
• 4:17 What is China's Demand & Stock Situation?
• 5:10 China's Buying Cycle Explained & FTA
• 8:05 WMP vs SMP Demand
• 9:03 China's COVID Policies & Implications on Buying Patterns
• 13:05 Freight Situation in China
• 14:31 China's Feed Demand
• 17:34 重点 (Main Point) - In Summary, What All This Means To You
• 19:45 China from SEAsia's Perspectives & Recommended Actions