Episode 06 - Defying Gravity

Welcome back to Episode 06 of The Hoogwegt Dairy Spew!

After a short hiatus, we are back to dive into what is causing prices to defy gravity.

In this episode, we talk about the key Macroeconomic factors and Supply & Demand drivers contributing to the bullishness in the Dairy Market.
 
Are we predicting any reprieve? What can possibly help to soften current sky-rocketing prices?

Join us to find out more!

** This Podcast Episode was recorded pre GDT Event 296.

Episode Guide:
0:30 Introduction

1:15 Macro Factors

4:03 Supply-Side Factors

11:00 Demand-Side Factors

13:52 Backwardation of Prices

15:21 ONIL Demand

17:12 Buyers' Hesitancy

20:19 SWP Outlook

21:35 BMP Outlook

22:39 WMP Outlook

23:51 Lactose & Permeates Outlook

25:02 China's Demand

Chapters

• 0:30 Introduction
• 1:15 Macro Factors
• 4:03 Supply-Side Factors
• 11:00 Demand-Side Factors
• 13:52 Backwardation of Prices
• 15:21 ONIL Demand
• 17:12 Buyers' Hesitancy
• 20:19 SWP Outlook
• 21:35 BMP Outlook
• 22:39 WMP Outlook
• 23:51 Lactose & Permeates Outlook
• 25:02 China's Demand