by EA Risk Insights | Oct 8, 2026 | GDT, Global
The GDT Index rose 1.2% at event #413. SMP led the field, consistent with global trends and bolstered by high relative demand as the NZ C2 SMP premium compared to WMP further increased. Butterfat prices remained under pressure from rising Oceania supplies heading into...
by EA Risk Insights | Oct 8, 2026 | Global, Volume trends
MSE exports fell 2.2% YOY in August and were down 3.8% season-to-date. Cheese exports were patchy in recent months but rose 5.9% YOY in August and were marginally higher in the first two months of the season (+0.9%). SMP exports continued to decline, down 10% YOY in...
by EA Risk Insights | Oct 8, 2026 | Australia, News
Australian consumer sentiment fell 4.7% to a reading of 80.4 in October. Westpac said the reading is among the forty worst reads since the survey commenced in the early 1970s. Consumers are primarily concerned with cost-of-living, higher fuel prices and interest...
by EA Risk Insights | Oct 8, 2026 | Australia, News
Victorian dairy and horticulture leaders are calling for clearer, more prominent country-of-origin labelling on supermarket packaging and online. United Dairyfarmers of Victoria acting President Mark Billing says Woolworths recently changed the supplier of its...
by EA Risk Insights | Oct 1, 2026 | Global, Volume trends
Total cheese stocks finished August at 654,414t, up 2,015t from the prior month and +14,691t from the same month last year. While this report on the surface is bearish, it may have a limited market impact as cheese prices are already quite low. August butter stocks...
