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Recent Posts
- Seeking new markets in the West
- Quantitative easing floods capital markets
- The ongoing search for new markets – India and beyond
- Rugby’s role in a greater South Pacific strategic reset
- A1 milk predisposes to asthma and lung inflammation
- COVID-19 scenarios are becoming increasingly evident
- Searching for markets within Asean
- COVID-19 is a science of uncertainty and an art of probability
- North-East Asian markets as alternatives to China
- Why and how did China markets become so important for New Zealand?
- Monday’s COVID-19 decision will be a defining moment for New Zealand
- Contact-tracing will be the Achilles heel of the COVID-19 program at LEVEL 3
- Is the Mycoplasma bovis eradication campaign on track?
- COVID-19 decision-makers are flying blind from insufficient testing data
- Can we stamp out COVID-19?
- COVID-19 and New Zealand’s agriculltural trade
- NZ Government takes the big step forward with COVID-19
- NZ’s current COVID-19 strategy aligns with discredited herd immunity
- Government drives forward with a COVID-19 rear-vision mirror
- The day New Zealand lost the plot
- COVID-19 continues to outrun NZ authorities
- Jacinda, just do it
- Jacinda goes hard and Jacinda goes early
- COVID-19 outruns authorities across the globe
- The COVID-19 black swans keep bearing down
- COVID-19 is a black swan
- Declining dairy assets, high debt and land-use change
- Dairy debt and declining values create an equity pincer
- Artificial-food debate needs science, not science fiction
- Declining dairy farm values are likely to continue
- Fonterra resolves Chilean dispute with buy-out
- Carbon neutrality requires permanent forests not production forests
- Government is losing the forestry debate with rural New Zealand
- Conversion of farms to forestry is now ramping up
- Mycoplasma bovis eradication assessed as still feasible but with major caveats
- Chilean Dairy and Fonterra
- Agricultural GDP leaves out more than it includes
- Fonterra’s new strategy
- Fonterra’s company culture lies at the heart of the matter
- Fonterra’s capital structure is no longer fit for purpose
- Fonterra has milked dry its Chilean cash cow
- Is there a future for Oz Fonterra as Fonterra’s finances unravel?
- Fonterra’s losses provide more questions than answers
- Forestry decisions need to be made now
- New A2 milk research provides digestive and cognitive evidence in young children
- It’s time for a stocktake on Mycoplasma bovis
- Uncertainty plus unique ownership structure drive Fonterra share volatility
- Decision time at Westland for Yili bid
- Carbon farming has hidden consequences
- DIRA review nibbles at the status quo and avoids the big questions
Category Archives: A1 and A2 milk
A1 milk predisposes to asthma and lung inflammation
New findings published by Nature Research, demonstrating how A1 milk predisposes for asthma and lung inflammation, should bring the A1 milk issue back into focus for both consumers and farmers Until May 15 of this year, there had been a … Continue reading
Posted in A1 and A2 milk, Dairy
12 Comments
New A2 milk research provides digestive and cognitive evidence in young children
A new paper relating to A2 milk has been published this month in the Journal of Pediatric Gastroenterology and Nutrition (JPGN). The paper provides strong evidence from a clinical trial with pre-school children in China that A1 beta-casein relative to … Continue reading
Posted in A1 and A2 milk, China, Dairy, Uncategorized
15 Comments
Fonterra’s strategic reset interacts with new Board dynamics.
Fonterra’s December update shows that the strategic reset is under way, albeit at an early stage. Key indicators include that the Beingmate JV is being unwound and that Fonterra’s China Farms are under heightened scrutiny. The big shock is that … Continue reading
Posted in A1 and A2 milk, China, Fonterra
5 Comments
It’s different in Russia
This last week I have been working in Russia on issues of A1 and A2 beta-casein. I am still there, but today is Sunday and together with my wife Annette, I am on a fast train from Moscow to St … Continue reading
Posted in A1 and A2 milk, Dairy
6 Comments
A2 becomes a global dairy disruptor
A2 dairy products are now mainstreaming on a global platform. In marketing parlance, A2 is becoming an industry disruptor. A2 dairy products are characterised by being free of A1 beta-casein. Instead, all of the beta-casein is of the A2 type. … Continue reading
Posted in A1 and A2 milk, Agribusiness, China, Dairy, Fonterra, Synlait
7 Comments
A smorgasbord of agricultural issues
[For the last three years I have been writing fortnightly columns for NZFarmer, which is delivered free to all New Zealand farmers. However the agricultural press in New Zealand is undergoing major change. One part of that change is that … Continue reading
Posted in A1 and A2 milk, Agribusiness, China, Dairy, Meat Industry, Mycoplasma bovis
1 Comment
A2 shifts from a brand to a category, with Nestle and Mengniu now on board
It is only six weeks since mega-sized Fonterra in New Zealand and medium-sized Freedom Foods in Australia announced their intention to produce A2 dairy products, these being products free of A1 beta-casein. Since then, both Nestle and Mengniu have stepped … Continue reading
Posted in A1 and A2 milk, Fonterra, Uncategorized
14 Comments
Why has Fonterra gone A2?
It is now more than a month since Fonterra and The a2 Milk Company (A2M) announced that they are going to work together. After the initial shock, and with Malcolm Ellis, National Market Manager from New Zealand-dominant dairy-semen provider LIC … Continue reading
Posted in A1 and A2 milk, Agribusiness, China, Dairy, Fonterra
12 Comments
A2 herd conversion strategies
The decision by Fonterra to work jointly with The a2 Milk Company (ATM) to produce A2 dairy products will have come as a shock to everyone outside the direct negotiation process. This change now throws into sharp relief the challenges … Continue reading
Posted in A1 and A2 milk, Dairy, Fonterra, Synlait
4 Comments
A2 plus Fonterra is a seismic shift
The joint venture agreement between Fonterra and The a2 Milk Company (A2M) to work together producing dairy products free of A1 beta-casein is a seismic shift for both the New Zealand and global dairy industries. Fonterra has consistently expressed strong … Continue reading
Posted in A1 and A2 milk, Agribusiness, Canterbury Earthquake, Dairy, Fonterra, Synlait
12 Comments
