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Recent Posts
- 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
- Farming for cash and capital gain: the rules have changed
- Mycoplasma bovis eradication risks are much greater than admitted
- The pain of Mycoplasma bovis is not being shared fairly
- Dairy debt an outcome of wayward policy and land-banking
- Finding the path for dairy
- Wilding pines march across the Wakatipu landscape
- Mycoplasma bovis eradication is far from done and dusted
- Fonterra’s strategic reset interacts with new Board dynamics.
- Does Russia belong in the West or the East?
- It’s different in Russia
- Mycoplasma communication team needs to play with a straight bat
- The sun must never set on New Zealand’s agriculture
- A2 becomes a global dairy disruptor
- Mycoplasma bovis compensation mired in delays as plot thickens
- Fonterra has three alternatives for its China Farms and none are attractive
- Fonterra’s China Farms are a target for asset sales
- Dairy co-operatives struggle without retained earnings
- Scratching beneath the surface of Fonterra’s accounts
- China is the key market for New Zealand sheepmeats
Category Archives: Dairy
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, Dairy, Meat Industry
13 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
Dairy debt and declining values create an equity pincer
Some weeks back I wrote how the market value of dairy land is declining substantially. The biggest factor is a change in bank-lending policies such that local buyers cannot get funding. The second key factor is that foreign buyers can … Continue reading
Posted in Dairy, Rural Finance
1 Comment
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
Fonterra resolves Chilean dispute with buy-out
Fonterra’s announcement that it is purchasing the minority shareholding interests in Chilean dairy company Prolesur solves an acrimonious relationship between Fonterra and the Fundación Isabel Aninat. This may prove to be an early step in the rationalisation and eventual divestment … Continue reading
Posted in Agribusiness, Chile, Dairy, Fonterra, Uncategorized
2 Comments
Mycoplasma bovis eradication assessed as still feasible but with major caveats
The Mycoplasma bovis Technical Advisory Group (TAG), in its latest report released today (30 October 2019), has made a judgement that eradication of the disease remains feasible. As such, the national eradication program will undoubtedly continue. However, within its report … Continue reading
Posted in Agribusiness, Dairy, Mycoplasma bovis
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