86% of Dear Dairy respondents expected the market to rise. GDT Event 411 delivered another positive result, but strong powders and weak fats and cheese are creating a much more complicated picture for Q4. Global dairy markets entered September with another positive GDT result. Global Dairy Trade Event 411 finished 0.9% higher, extending the current sequence to four consecutive positive full Trading Events. The average winning price reached USD 3,910 per metric tonne, with app

Thought it a good time for my "quarterly review". GDT 410 moved higher, but the real story sits underneath the index: powders strengthened, fats diverged, Europe tightened, and Q4 risk is beginning to change. There are moments in commodity markets when the headline moves first. And there are moments when the market changes underneath the headline before anyone is ready to admit it. I think we may be somewhere in between. For much of this summer, European dairy has felt strang

This week I am in Barcelona for Alimentaria. When you are on the trade floor, you realize quickly that the market is not one number. It is conviction, coverage, and execution. That is why I run the GDT poll. Not as a gimmick As a live snapshot of market positioning. What the poll has shown over the last months is not perfection it is something more useful directional honesty. Example 1 January 20 event setup The crowd leaned softer. The largest bucket was down 0 to 2.5 perc

The Global Dairy Trade (GDT) Event 394 closed 2025 with a sharp decline, signaling a shift in the dairy market that cannot be ignored. Prices dropped 4.4%, averaging $3,341 per metric ton, with whole milk powder (WMP) falling 5.7%. This downturn has turned the once speculative talk of a sub-$9 payout in New Zealand into a reality. And again, my "Dear Dairy" LinkedIn poll has been accurate again, correctly voting and essentially predicting the market for 9 months now, running.

Poland is a key player in the global dairy industry. Its dairy sector is robust, diverse, and growing steadily. For businesses involved in food manufacturing and processing, understanding Poland’s dairy market trends is essential. The country offers a wide range of dairy products, competitive prices, and reliable supply chains. This post will guide you through the current landscape, key products, and practical insights for sourcing dairy commodities from Poland. Understanding