Global market insights and on-the-ground observations are shaping the perspective of dairy analyst Stu Davison. He recently returned from China and shares what he saw in the evolving bakery and dairy sectors, and what it could mean for New Zealand farmers and milk prices.

In this episode, Anne Lee speaks with Stu about the scale and sophistication of Chinese dairy processing, shifting consumer habits, and how premium ingredients like UHT cream and butter are driving demand. They also discuss global supply growth, New Zealand’s milk price outlook, the shifting focus on ingredient markets over consumer brands, and the role of global trade and currency movements in shaping opportunities for the dairy industry.

 

Host:
Anne Lee, Senior Journalist, Dairy Country

Guest:
Stu Davison, Senior Manager, Global Market Insights for HighGround Dairy

 

Stu Davison shares insights from his recent trip to China and his global market observations as milk supply around the world is on the rise.. He explains how visiting large-scale, technologically advanced Chinese dairy and bakery operations has highlighted shifts in consumer habits and premium ingredient demand. Stu also outlines trends in global milk pricing trends, and currency movements and their potential influence on New Zealand’s milk price outlook.

He discusses the strategic focus on ingredient markets over consumer brands and the importance of consistent, high-quality processing to maintain New Zealand’s reputation internationally. Looking ahead, he says the focus is on understanding market signals, adapting to global trends, and positioning New Zealand dairy for long-term value and resilience.

Global market insights and on-the-ground observations are shaping the perspective of dairy analyst Stu Davison. He recently returned from China and shares what he saw in the evolving bakery and dairy sectors, and what it could mean for New Zealand farmers and milk prices.
In this episode, Anne Lee speaks with Stu about the scale and sophistication of Chinese dairy processing, shifting consumer habits, and how premium ingredients like UHT cream and butter are driving demand. They also discuss global supply growth, New Zealand&rsquo;s milk price outlook, the shifting focus on ingredient markets over consumer brands, and the role of global trade and currency movements in shaping opportunities for the dairy industry.
&nbsp;
Host:
<ul>
<li aria-level="1">Anne Lee, Senior Journalist, Dairy Country</li>
</ul>
Guest:
<ul>
<li aria-level="1">Stu Davison, Senior Manager, Global Market Insights for HighGround Dairy</li>
</ul>
&nbsp;
Stu Davison shares insights from his recent trip to China and his global market observations as milk supply around the world is on the rise.. He explains how visiting large-scale, technologically advanced Chinese dairy and bakery operations has highlighted shifts in consumer habits and premium ingredient demand. Stu also outlines trends in global milk pricing trends, and currency movements and their potential influence on New Zealand&rsquo;s milk price outlook.
He discusses the strategic focus on ingredient markets over consumer brands and the importance of consistent, high-quality processing to maintain New Zealand&rsquo;s reputation internationally. Looking ahead, he says the focus is on understanding market signals, adapting to global trends, and positioning New Zealand dairy for long-term value and resilience.

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.