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Recent Posts
- 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
- Why methane is different
- Fonterra’s strategic reset is up against headwinds.
- Zero Carbon Bill is just the start for agriculture’s greenhouse gas adaptation
- The big get bigger in American agriculture
- Where to for Chiwi agrifood
- Westland Co-operative Dairy demise is self-inflicted
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
