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Live dairy exports – life in the slow lane
Manage episode 439012392 series 2016898
Michael Harvey and Angus Gidley-Baird discuss how the live dairy export sector is at a critical juncture with bearish farm sector fundamentals in China, an irreplaceable market, pointing to slower trade for the foreseeable future.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
616 episod
Manage episode 439012392 series 2016898
Michael Harvey and Angus Gidley-Baird discuss how the live dairy export sector is at a critical juncture with bearish farm sector fundamentals in China, an irreplaceable market, pointing to slower trade for the foreseeable future.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
616 episod
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