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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: Meat Industry
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
Why and how did China markets become so important for New Zealand?
Keith Woodford explain how New Zealand exporters went to China because that was where the markets were. In many cases, it was the Chinese who came to us seeking our products It is just four weeks since I wrote how … Continue reading
Posted in China, Market diversification, Meat Industry
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
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
Carbon neutrality requires permanent forests not production forests
In recent months I have been writing about land-use transformation that will be driven increasingly by carbon trading. If New Zealand is to approach net-zero carbon, then it can only be achieved by a combination of modified lifestyles plus new … Continue reading
Posted in carbon farming, forestry, greenhouse gases, Meat Industry
18 Comments
Government is losing the forestry debate with rural New Zealand
The response of Government Ministers to rural concerns about forestry policy is polarising the debate. Describing rural perspectives as ‘fiction’, and upset rural protesters as ‘rednecks’, is counter-productive. The combination of the Zero Carbon Act and forthcoming Emission Trading Scheme … Continue reading
Posted in carbon farming, forestry, greenhouse gases, Meat Industry
38 Comments
Conversion of farms to forestry is now ramping up
Earlier this year I wrote two articles, archived here and here, about the likely impact and consequences of policies that encourage conversion of pastoral land to forestry. I was particularly concerned about the actions and power of foreign investors, and … Continue reading
Posted in Agribusiness, carbon farming, forestry, Meat Industry
10 Comments
