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...

Dear Dairy, What an exciting week of "long-lost-friends" finally catching up at Anuga, eh? The first truly global dairy sorority (ahem*)...