Category Archives: Agribusiness

North-East Asian markets as alternatives to China

In a recent article, I explained the ‘what, how and why’ of China becoming dominant as New Zealand’s key trading partner. Primarily, it was about the emergence in China of new consumers with increasing spending power and an increased desire … Continue reading

Posted in Agribusiness, China, Dairy | 6 Comments

COVID-19 and New Zealand’s agriculltural trade

Despite any attempts to diversify away from China, exports to China will be increasingly important in coming months as much of the world descends into increasing turmoil With COVID-19 now dominating all of our lives, it was easy to decide … Continue reading

Posted in Agribusiness, China, COVID-19, Dairy, Fonterra, Meat Industry | 6 Comments

The COVID-19 black swans keep bearing down

It’s only fifteen days since I wrote about the coronavirus black swan. In that time, both nothing and everything has changed. In that time there has been no scientific breakthrough of a treatment or vaccine. Shockingly high transmission rates in … Continue reading

Posted in Agribusiness, China, COVID-19, Dairy, forestry, Meat Industry | 6 Comments

COVID-19 is a black swan

COVID-19 is the black swan event that no-one saw coming. There is no precedent and so historical models tell us very little as to either the global health implications or the global economic implications. Much of the commentary we are … Continue reading

Posted in Agribusiness, China, COVID-19, Dairy, Meat Industry | 18 Comments

Declining dairy assets, high debt and land-use change

In recent weeks I have been writing about dairy-farm debt and declining asset values. In this article I pose the question as to whether or not we can expect to see a significant number of dairy farms convert to other … Continue reading

Posted in Agribusiness, Dairy, Meat Industry, Rural Finance | 8 Comments

Artificial-food debate needs science, not science fiction

In recent months I have received many emails asking if I have seen the RethinkX report  demonstrating how in ten years’ time animal proteins will have been largely replaced by artificial foods. By 2030, demand for cattle products will supposedly … Continue reading

Posted in Agribusiness, Dairy, Land and water, Meat Industry | 11 Comments

Declining dairy farm values are likely to continue

Dairy farm values have been declining now for well over a year and there is no sign they will stabilise. The key issue is a lack of buyers with the necessary finance. The implications are starting to get serious. There … Continue reading

Posted in Agribusiness, Dairy, Uncategorized | 12 Comments