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Recent Posts
- Fonterra stabilises finances with back to basics model, selling assets and retaining profits
- Coronavirus border policies need a deeper rethink
- Green vegetables grow at the feet of big mountains
- Big win for Fonterra from latest DIRA amendments
- A resource-based perspective on immigration
- Can strong wool find a new El Dorado?
- Is regenerative agriculture the real deal
- Can low interest rates really stimulate the economy?
- Government’s food and fibre reset report lacks a core
- 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
Category Archives: Dairy
Fonterra stabilises finances with back to basics model, selling assets and retaining profits
Fonterra has stabilised its finances with more asset sales forthcoming. It now operates a conservative model supported by its farmer members. But the model will not create the ‘national champion’ that the Labour Government has always hoped for Fonterra’s annual … Continue reading
Posted in Dairy, Fonterra
4 Comments
Big win for Fonterra from latest DIRA amendments
New DIRA settings give Fonterra what it wanted but make life much more challenging for any new dairy processors. Fonterra will be feeling very pleased with the final outcomes from the much drawn-out 2018-2020 review of the Dairy Industry Restructuring … Continue reading
Posted in A1 and A2 milk, Dairy, Fonterra
4 Comments
Is regenerative agriculture the real deal
Regenerative agriculture is in vogue as a concept but what does it really mean? I often get asked my opinion about regenerative agriculture. My standard rejoinder is to ask what does the questioner mean by ‘regenerative agriculture’? That typically gets … Continue reading
Posted in Agribusiness, Dairy, greenhouse gases, Land and water, Water
18 Comments
Government’s food and fibre reset report lacks a core
The Government’s new food and fibre reset document is PR aspirational fluff. The hard work remains to be done On July 7 Prime Minister Jacinda Ardern released the Government’s document “Fit for a Better World – Accelerating our Economic Potential”. … Continue reading
Posted in Agribusiness, Dairy, forestry, horticulture
6 Comments
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
Searching for markets within Asean
If New Zealand wants to diversify its trade away from China, then the ten ASEAN countries will be important markets. However, the commercial realities, particularly for value-add products, will be challenging. In recent years, New Zealand has become increasingly dependent … Continue reading
Posted in Dairy, Market diversification, Meat Industry
4 Comments
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, Market diversification
7 Comments
Is the Mycoplasma bovis eradication campaign on track?
New Zealand’s Mycoplasma bovis eradication campaign has now been running for almost three years, with no decline in the number of farms newly detected as being infected. Can the disease be stamped out? It is now more than five months … Continue reading
Posted in Dairy, Mycoplasma bovis
3 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
