DairyReporter
@dairyreporter.bsky.social
News & Analysis on the Dairy Industry & Markets
Global milk supply continues to exceed demand. Regional butter price gaps are reshaping trade flows, with cheaper US supply weighing on EU/NZ pricing. Production remains strong across major regions into 2026. buff.ly/ApvHp1q
#dairy #GDT #butter #commodities
#dairy #GDT #butter #commodities
Global dairy oversupply: Will milk keep on flowing?
Milk production continues to exceed global demand, driving dairy prices lower at the end of 2025. GDT index drops 4.3%, butter slumps 12.4%, while US exports surge amid regional price disparities.
buff.ly
January 6, 2026 at 4:31 PM
Global milk supply continues to exceed demand. Regional butter price gaps are reshaping trade flows, with cheaper US supply weighing on EU/NZ pricing. Production remains strong across major regions into 2026. buff.ly/ApvHp1q
#dairy #GDT #butter #commodities
#dairy #GDT #butter #commodities
Whey shortages are surfacing despite broader dairy oversupply due to strong protein fortification demand, limited production growth and tight US availability sold into 2026. Ripple effects include redirected buying to Europe and rising WPI price pressure. buff.ly/BB24VTb
#ingredients #protein #whey
#ingredients #protein #whey
Why is there a whey protein shortage?
Demand for whey protein is already strong and growing throughout the world - linked to both functional health and GLP-1s. Scarcity in the US is making this shortage even more acute, and manufacturers…
buff.ly
January 6, 2026 at 3:39 PM
Whey shortages are surfacing despite broader dairy oversupply due to strong protein fortification demand, limited production growth and tight US availability sold into 2026. Ripple effects include redirected buying to Europe and rising WPI price pressure. buff.ly/BB24VTb
#ingredients #protein #whey
#ingredients #protein #whey
New China duties could materially raise costs for EU exporters: provisional rates of 21.9%–42.7% on cheese and high‑fat milk/cream (>10% fat). Estimate: €118m–€280m/yr in added deposits (based on 2023 flows). Final decision due 21 Feb 2026. buff.ly/UGgYbWU
#dairy #EU #China #supplychain
#dairy #EU #China #supplychain
EU dairy hit by Chinese tariffs
China could impose up to 42.7% tariffs on EU cheese and high-fat milk and cream producers after an investigation
www.dairyreporter.com
January 6, 2026 at 12:37 PM
New China duties could materially raise costs for EU exporters: provisional rates of 21.9%–42.7% on cheese and high‑fat milk/cream (>10% fat). Estimate: €118m–€280m/yr in added deposits (based on 2023 flows). Final decision due 21 Feb 2026. buff.ly/UGgYbWU
#dairy #EU #China #supplychain
#dairy #EU #China #supplychain
🧀📉 Dairy Farmers: Navigating the Margin Squeeze in 2026 📉🧀
As US milk prices continue to face downward pressure, dairy producers need to keep profit margins healthy: here's how 👇
buff.ly/qIVzx51
#DairyFarming #MilkPrices #AgricultureInnovation #ValueAddedProducts
As US milk prices continue to face downward pressure, dairy producers need to keep profit margins healthy: here's how 👇
buff.ly/qIVzx51
#DairyFarming #MilkPrices #AgricultureInnovation #ValueAddedProducts
Surviving the squeeze: How dairy farmers can thrive as prices tumble
Discover strategies for U.S. dairy farmers to maintain profit margins amid forecasted price pressures in 2026. Explore export opportunities, alternative feed options, and fertilizer management to…
buff.ly
November 20, 2025 at 4:31 PM
🧀📉 Dairy Farmers: Navigating the Margin Squeeze in 2026 📉🧀
As US milk prices continue to face downward pressure, dairy producers need to keep profit margins healthy: here's how 👇
buff.ly/qIVzx51
#DairyFarming #MilkPrices #AgricultureInnovation #ValueAddedProducts
As US milk prices continue to face downward pressure, dairy producers need to keep profit margins healthy: here's how 👇
buff.ly/qIVzx51
#DairyFarming #MilkPrices #AgricultureInnovation #ValueAddedProducts
Is cold coffee bigger than GLP-1 for Nestle? New CEO outlines growth strategy: www.dairyreporter.com/Article/2025...
Nestlé targets 18 underperformers in major marketing and efficiency push
“What we’re doing is working but it’s not good enough,” CEO Philipp Navratil told investors during the CPG major’s Q3 FY25 results presentation
www.dairyreporter.com
October 16, 2025 at 3:51 PM
Is cold coffee bigger than GLP-1 for Nestle? New CEO outlines growth strategy: www.dairyreporter.com/Article/2025...
What are the trends and formats driving innovation in dairy? We round-up the latest:
From coffee creamers to biotics: Top trends and formats driving innovation in dairy
Explore the latest trends and innovations in the dairy sector, including functional formats, plant-based alternatives, and growth opportunities in emerging markets. Discover how brands are navigating…
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October 16, 2025 at 9:01 AM
What are the trends and formats driving innovation in dairy? We round-up the latest:
Oatly BaristaMatic, the company's first oatmilk for automatic coffee machines, is formulated to perform consistently with every cup:
Oatly goes oat-o-matic with plant-based milk for push-button machines
Forget Barista: enter BaristaMatic, Oatly’s answer to the foodservice industry’s problem with plant-based drinks
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October 15, 2025 at 9:01 AM
Oatly BaristaMatic, the company's first oatmilk for automatic coffee machines, is formulated to perform consistently with every cup:
Chobani fires back at Danone in trademark infringement lawsuit:
Chobani hits back at Danone in trademark infringement case
Danone is ‘weaponizing’ the law to hurt Chobani’s ‘superior’ position in RTD coffee, according to a motion to dismiss filed by La Colombe’s owner
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October 14, 2025 at 3:31 PM
Chobani fires back at Danone in trademark infringement lawsuit:
Fonterra has outlined plans to invest up to NZ$1bn to strengthen its B2B services as shareholder returns rise over 30%
Fonterra’s big year fuels protein, butter and cheese push
Shareholder returns rose 30%+ in FY25 but forecast earnings have taken a hit due to Mainland Group’s proposed divestment
buff.ly
September 30, 2025 at 11:07 AM
Fonterra has outlined plans to invest up to NZ$1bn to strengthen its B2B services as shareholder returns rise over 30%
Danone SVP Dairy Arancha Cordero spoke to us about her professional journey in FMCG from Unilever to Danone including overseeing Danone's global dairy strategy signing Carlos Alcaraz as ambassador:
buff.ly/7fKMLE9
buff.ly/7fKMLE9
September 29, 2025 at 3:31 PM
Danone SVP Dairy Arancha Cordero spoke to us about her professional journey in FMCG from Unilever to Danone including overseeing Danone's global dairy strategy signing Carlos Alcaraz as ambassador:
buff.ly/7fKMLE9
buff.ly/7fKMLE9
Want to hear how the Dairy Alternatives category is shaping up - and what's next? Sign up for our FREE webinar: buff.ly/Vg23VPi
September 20, 2025 at 11:07 AM
Want to hear how the Dairy Alternatives category is shaping up - and what's next? Sign up for our FREE webinar: buff.ly/Vg23VPi
Anna Manz of Nestle told opened up on why the Swiss major had to let go Laurent Freixe - and why Philipp Navratil was installed as CEO.
buff.ly/PTXdtlf
buff.ly/PTXdtlf
September 4, 2025 at 11:07 AM
Anna Manz of Nestle told opened up on why the Swiss major had to let go Laurent Freixe - and why Philipp Navratil was installed as CEO.
buff.ly/PTXdtlf
buff.ly/PTXdtlf
Will sustainability kill the cow? We think not: but livestock firms can't afford complacency #SustainabilitySeptember
Sustainability isn’t going away: and neither is cattle farming
Explore the intersection of sustainability and cattle farming, addressing challenges, regulatory responses, and innovative solutions for reducing emissions and enhancing environmental stewardship.
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September 3, 2025 at 3:32 PM
Will sustainability kill the cow? We think not: but livestock firms can't afford complacency #SustainabilitySeptember
Major infant formula players like Danone, Yili, and FrieslandCampina are reporting impressive growth in China in H1 2025, with premium infant formula sales thriving:
China’s infant formula sales up for major players in first half of 2025
Several leading infant formula companies have reported growth in their infant formula sales for the first half of this year, with the popularity of premium products and expanding sales in both…
buff.ly
September 3, 2025 at 12:18 PM
Major infant formula players like Danone, Yili, and FrieslandCampina are reporting impressive growth in China in H1 2025, with premium infant formula sales thriving:
What now for Nestlé after the firing of Laurent Freixe? We look at the in-tray of Philipp Navratil
Nestlé’s CEO scandal: What now?
Laurent Freixe has been dismissed over conduct violation - here’s everything you need to know
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September 3, 2025 at 11:07 AM
What now for Nestlé after the firing of Laurent Freixe? We look at the in-tray of Philipp Navratil
Why Fonterra sold Mainland Group - and what's next for the New Zealand co-op as it focuses on its B2B strengths
Why Fonterra sold Mainland Group
Fonterra's strategic pivot sees the divestment of Mainland Group to Lactalis, aligning with its focus on high-performing ingredients and foodservice sectors. The sale, generating NZ$3.2 billion for…
buff.ly
August 30, 2025 at 11:07 AM
Why Fonterra sold Mainland Group - and what's next for the New Zealand co-op as it focuses on its B2B strengths
The US organic milk market is growing steadily - we map out the white spaces for innovation and what investors need to know:
Organic milk is thriving but opportunities still await
Explore the thriving growth of organic milk, its market expansion, consumer perceptions, and emerging opportunities in yogurt and butter. Discover the potential for innovative products like an…
buff.ly
August 29, 2025 at 11:07 AM
The US organic milk market is growing steadily - we map out the white spaces for innovation and what investors need to know:
Why Lactalis bought Fonterra's Mainland Group - and how they did it
www.dairyreporter.com/Article/2025...
www.dairyreporter.com/Article/2025...
Why Lactalis bought Fonterra’s Mainland Group
What does dairy’s richest player stand to gain?
www.dairyreporter.com
August 28, 2025 at 9:20 AM
Why Lactalis bought Fonterra's Mainland Group - and how they did it
www.dairyreporter.com/Article/2025...
www.dairyreporter.com/Article/2025...
🎯 A magic bullet for methane removal? Ambient Carbon's ground-breaking Methane Eradication Photochemical System (MEPS) can transform the dairy industry by eliminating up to 90% of methane emissions from barns - here's how:
Radical methane tech tackles dairy’s farm emissions
Revolutionary methane eradication technology by Ambient Carbon, MEPS, is transforming dairy farm emissions by removing up to 90% of methane from barns. This innovative solution, trialed successfully…
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August 27, 2025 at 11:07 AM
🎯 A magic bullet for methane removal? Ambient Carbon's ground-breaking Methane Eradication Photochemical System (MEPS) can transform the dairy industry by eliminating up to 90% of methane emissions from barns - here's how:
🌍 Sale agreed! 🧀
Lactalis is set to acquire Fonterra's Mainland Group for US$2.2bn. This strategic move will boost Lactalis' footprint across Oceania, Southeast Asia, and the Middle East.
Lactalis is set to acquire Fonterra's Mainland Group for US$2.2bn. This strategic move will boost Lactalis' footprint across Oceania, Southeast Asia, and the Middle East.
Lactalis to buy Fonterra’s Mainland Group for US$2.2bn
The sale is set to complete in H1 2026 subject to approvals and farmer shareholder vote
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August 22, 2025 at 3:31 PM
🌍 Sale agreed! 🧀
Lactalis is set to acquire Fonterra's Mainland Group for US$2.2bn. This strategic move will boost Lactalis' footprint across Oceania, Southeast Asia, and the Middle East.
Lactalis is set to acquire Fonterra's Mainland Group for US$2.2bn. This strategic move will boost Lactalis' footprint across Oceania, Southeast Asia, and the Middle East.
Who are dairy's most valuable brands? Brand Finance data reveals all
Dairy’s most valuable brands: Who came top in 2025?
Explore the 2025 rankings of the world's top dairy brands, with Nestlé leading for a decade, Amul's impressive growth, and Valio's rise as Europe's strongest brand. Discover insights on the…
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August 22, 2025 at 8:55 AM
Who are dairy's most valuable brands? Brand Finance data reveals all
Natural food and drink products are a smaller but faster-selling category - and consumer awareness of sustainable label claims and certification schemes is fuelling this growth, according to SPINS:
From regenerative to organic: How eco-friendly claims fuel growth food and drink
Discover how sustainable label claims like 'certified organic' and 'grass-fed' are driving significant growth in the $73bn natural food and drink market. Learn about consumer trends, the importance…
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August 21, 2025 at 11:01 AM
Natural food and drink products are a smaller but faster-selling category - and consumer awareness of sustainable label claims and certification schemes is fuelling this growth, according to SPINS:
Oikos Fusion is the first yogurt product formulated with GLP-1 users in mind. What's unique about Danone's innovation?
What makes a GLP-1-friendly yogurt drink? Danone tells all
Discover how Danone's Oikos Fusion yogurt drink caters to weight management and muscle retention, particularly for those using GLP-1 medications. With a unique blend of whey protein, leucine, and…
buff.ly
August 20, 2025 at 11:01 AM
Oikos Fusion is the first yogurt product formulated with GLP-1 users in mind. What's unique about Danone's innovation?
Danone has accused Chobani of trademark infringement in an explosive new lawsuit.
‘Knowing, calculated, and systematic’: Danone takes aim at Chobani in explosive court case
The lawsuit claims that Chobani is free-riding on Danone’s brand equity and marketing investment in RTD coffee by copying SToK’s slogan and packaging design
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August 20, 2025 at 9:00 AM
Danone has accused Chobani of trademark infringement in an explosive new lawsuit.