Category Archives: China

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

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 | 4 Comments

Fonterra has three alternatives for its China Farms and none are attractive

This is the second part of a two-part series putting Fonterra’s China Farms under scrutiny. The first part is here In the preceding article I traced the internal thinking within Fonterra as to why Fonterra decided to produce milk in … Continue reading

Posted in China, Dairy, Fonterra | 7 Comments

Fonterra’s China Farms are a target for asset sales

This is the first of a two-part series putting Fonterra’s China Farms under scrutiny. In this first part, the focus is on the origins of how Fonterra managed to entrap itself in its loss-making China Farms project. Fonterra’s new leadership … Continue reading

Posted in Agribusiness, China, Dairy, Fonterra | 3 Comments

China is the key market for New Zealand sheepmeats

[This post first appeared online at Stuff and some of their hardcopy newspapers on 4 September 2018, but alas with the first paragraph edited out and with the title “China demand for New Zealand sheepmeat booming”.  In the process,  key … Continue reading

Posted in China, Meat Industry | 5 Comments

Why is Fonterra so bad at international ventures?

Fonterra’s recently appointed Chair John Monaghan, in announcing the appointment of interim CEO Miles Hurrell, said that Fonterra wants to pause and reassess the way ahead.  This could be a breath of fresh air.  It needs to be a wind … Continue reading

Posted in Agribusiness, China, Dairy, Fonterra | 3 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