In this episode, Anne Lee sits down with Stu Davison of HighGround Dairy to unpack the sharp turnaround in global dairy markets and what is driving the recent surge in prices on the Global Dairy Trade platform. Drawing on his day-to-day market analysis, Stu explains why strong global milk production has not translated into weaker prices and how sentiment, geopolitics and supply chain disruption have shifted the tone of 2026.

Host:
Anne Lee, Senior Journalist, Dairy Country

Guest:
Stu Davison, HighGround Dairy

 

Bringing both global perspective and practical insight to the discussion, Stu breaks down the unusual strength in skim milk powder, the narrowing gap with whole milk powder and the role of protein demand in tightening supply. He outlines how Chinese buying patterns, trade tensions with Europe, Middle Eastern uncertainty and energy market volatility are layering complexity onto already interconnected markets. It is a clear-eyed conversation about volatility, risk management and why, in a year like this, budgeting for uncertainty may matter more than trying to outguess the market.

 

Find out more about the Better pastures together podcast from Barenbrug here: https://www.barenbrug.co.nz/podcasts

Sign up to the weekly DAIRY Country email newsletter here: https://dairycountry.co.nz/sign-up/

In this episode, Anne Lee sits down with Stu Davison of HighGround Dairy to unpack the sharp turnaround in global dairy markets and what is driving the recent surge in prices on the Global Dairy Trade platform. Drawing on his day-to-day market analysis, Stu explains why strong global milk production has not translated into weaker prices and how sentiment, geopolitics and supply chain disruption have shifted the tone of 2026.
Host:
<ul>
<li aria-level="1">Anne Lee, Senior Journalist, Dairy Country</li>
</ul>
Guest:
<ul>
<li aria-level="1">Stu Davison, HighGround Dairy</li>
</ul>
&nbsp;
Bringing both global perspective and practical insight to the discussion, Stu breaks down the unusual strength in skim milk powder, the narrowing gap with whole milk powder and the role of protein demand in tightening supply. He outlines how Chinese buying patterns, trade tensions with Europe, Middle Eastern uncertainty and energy market volatility are layering complexity onto already interconnected markets. It is a clear-eyed conversation about volatility, risk management and why, in a year like this, budgeting for uncertainty may matter more than trying to outguess the market.
&nbsp;
Find out more about the Better pastures together podcast from Barenbrug here: <a href="https://www.barenbrug.co.nz/podcasts">https://www.barenbrug.co.nz/podcasts</a>
Sign up to the weekly DAIRY Country email newsletter here: <a href="https://dairycountry.co.nz/sign-up/">https://dairycountry.co.nz/sign-up/</a>

DAIRY Country is your mainstay in dairy farming as your trusted source for adding value to your dairy farming business with seasonal on farm stories and exclusive technical advice weekly with your host, Anne Lee.

Formally the NZ Dairy Exporter since 1925, DAIRY Country is part of the CountryWide network based in Canterbury, New Zealand.

Get in touch with our Anne Lee - anne@countrywidemedia.co.nz if you have a great insight to share with our
thousands of readers and listeners in New Zealand and around the world.

Don’t miss our weekly episodes of the DAIRY Country Podcast by hitting the subscribe button now and join our DAIRY Country weekly email newsletter to get the latest in-depth stories in your mailbox so you are always ahead of the game in the
business of dairy farming into the future.

DAIRY Country is your mainstay in dairy farming as your trusted source for adding value to your dairy farming business with seasonal on farm stories and exclusive technical advice weekly with your host, Anne Lee.
Formally the NZ Dairy Exporter since 1925, DAIRY Country is part of the CountryWide network based in Canterbury, New Zealand.
Get in touch with our Anne Lee - anne@countrywidemedia.co.nz if you have a great insight to share with our thousands of readers and listeners in New Zealand and around the world.
Don&rsquo;t miss our weekly episodes of the DAIRY Country Podcast by hitting the&nbsp;subscribe button now and <a href="https://dairyexporter.co.nz/sign-up/">join our DAIRY Country weekly email newsletter</a> to get the&nbsp;latest in-depth stories in your mailbox so you are always ahead of the game in the business of dairy farming into the future.