Displaying items by tag: STEVE SPENCER

Australian supermarket giant Coles' foray into milk processing is another sign of concern over milk security, says Australian dairy analyst Steve Spencer, Freshagenda.

A planned public listing of Fonterra’s Australian business will attract investors, including dairy farmers, claims Freshagenda analyst Steve Spencer.

The growth of Australia’s dairy industry is now down to the two main players Fonterra and Saputo, says dairy analyst Steve Spencer.

The past year has tested many assumptions made about the world dairy market, most importantly that there was a once-bottomless market being driven by the urbanisation miracle occurring in China.

What the world needs now is a lot less milk.  The short-term outlook is grim. 

We might harp on about the increasing volatility and interconnectedness of commodity trends and forces.