Episode 40 - US and EU Cheese Markets

Update: 2025-05-21

Description

We've seen a significant rally in U.S. spot cheese and future prices and some significant strength in deferred EU OTC prices. Desmond Strelzow joins me to talk about the EU market and I talk through the drivers behind the U.S. strength and where I think the market is going.

Comments

In Channel

EU Dairy Demand Weakening

2025-09-1818:41

Episode 45 - U.S. Butter Price Collapses, Cheese Next?

2025-09-0823:41

Episode 44 - EU Butter and Cheese Prices Down

2025-08-1520:59

Episode 43 - GDT Prices and the Fat Market

2025-08-1216:59

Episode 42 - Lumpy Skin Disease in the EU

2025-07-1025:10

Episode 41 - Are dairy futures driving the spot market

2025-06-0220:34

Episode 40 - US and EU Cheese Markets

2025-05-2119:03

Episode 39 - EU Butter and Cheese Markets Still Have Buy Side Support

2025-05-0615:21

Episode 38 - GDT_SGX Rally and Growth in Chinese Milk Production

2025-04-2220:11

Episode 37 - Whats Up and Down in the US Dairy Market

2025-04-1422:22

Episode 36 - Foot and Mouth Spreading in Europe?

2025-04-0317:38

Episode 35 - NZ Developments and FMD in Hungary

2025-03-1319:31

Episode 34 - Gulfood and Global Dairy Demand

2025-02-2617:48

Episode 33 - Mexico and the NFDM_SMP Market

2025-02-2113:24

Episode 32 - EU Dairy Markets Softening

2025-02-0615:40

Episode 31 - IDFA Sentiment and Corn Rally

2025-01-3021:28

Episode 30 - GDT Rally, China and SEA Demand 1

2025-01-2722:00

Episode 29 - Foot and Mouth Disease in Germany

2025-01-1724:20

Episode 28 - 2025 Dairy Markets are Starting Strong

2025-01-1014:22

Episode 27 - Record Drop in California Milk Production

2024-12-2416:38

00:00

Episode 40 - US and EU Cheese Markets

#box-pro-ellipsis-175971683846311{-webkit-line-clamp:2;}Episode 40 - US and EU Cheese Markets

Episode 40 - US and EU Cheese Markets

Episode 40 - US and EU Cheese Markets