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Recent Posts
- Sequestration rules will change
- Moving forward with methane levies
- Agricultural GHG bullets are firing randomly
- Key methane technologies misfire
- Simon Upton, methane and forestry
- Voluntary sequestration schemes create opportunities as well as confusion
- Carbon credits are not created equal
- Dairy is fundamental to New Zealand’s future but it needs an informed debate
- Carbon farming rocket has taken off
- Mega changes announced to forestry and carbon policies
- Climate Change Commission pours reality on HWEN proposals
- Wrestling with methane metrics
- The methane issue is far from settled
- Can agriculture meet its methane targets?
- The future for sheep
- Fonterra’s new capital structure gets closer
- Are pine trees the problem or the solution?
- He Waka Eke Noa is now the main game in rural politics
- HWEN submission
- Forestry rules about to be upturned
- He Waka Eke Noa caught in crosswinds
- Carbon farming is back in the melting pot
- Agriculture’s greenhouse gas proposals need a reset
- The carbon price marches on
- 2022 will be tumultuous for New Zealand’s primary industries
- Economic storm clouds lie ahead
- Managing inflation will be painful
- Crunch times ahead for agricultural methane and nitrous oxide
- New twists to carbon farming
- Dairy is a key to New Zealand’s future
- Wrestling with forestry decisions
- The COVID trajectory has taken off
- New Zealand needs a COVID reset
- Post-1989 forest owners face complex decisions
- Fonterra moves on strategy and stucture
- The ETS is both a goldmine and a minefield
- Carbon farming will determine the future of sheep, beef and production forestry
- Institutional investors outgun Government at carbon auction
- Food-derived opioids are a medical frontier
- Carbon farmers need to understand the ETS
- Carbon-farming economics are also attractive on easier country
- Carbon farming steps forward on the North Island hard-hill country
- The big picture with sheep
- Sheep remain dominant on South Island hill and high country
- Intensive sheep and beef provide cash but wealth depends on capital gain
- Searching for the future on the North Island hills
- Fonterra’s restructure proposal risks the co-operative
- Fonterra heads towards a new capital structure with scope for unintended consequences
- Sheep and beef farms are getting squeezed
- A2 moves from a brand to a category
Category Archives: Synlait
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
7 Comments
A2 herd conversion strategies
The decision by Fonterra to work jointly with The a2 Milk Company (ATM) to produce A2 dairy products will have come as a shock to everyone outside the direct negotiation process. This change now throws into sharp relief the challenges … Continue reading
Posted in A1 and A2 milk, Dairy, Fonterra, Synlait
4 Comments
A2 plus Fonterra is a seismic shift
The joint venture agreement between Fonterra and The a2 Milk Company (A2M) to work together producing dairy products free of A1 beta-casein is a seismic shift for both the New Zealand and global dairy industries. Fonterra has consistently expressed strong … Continue reading
Posted in A1 and A2 milk, Agribusiness, Canterbury Earthquake, Dairy, Fonterra, Synlait
12 Comments
A2 Milk outperforms once again
The a2 Milk Company (ATM) took a big step forward with its 2016/17 results which were released on 23 August. Sales were up 56 percent from the previous year to $549 million, and post-tax profits tripled to $NZ90 million. The … Continue reading
Posted in A1 and A2 milk, Dairy, Fonterra, Synlait
3 Comments
The green grass of Taranaki
In early June, I made a quick trip to Taranaki to talk to the Rural Business Network, which is a mix of farmers and rural professionals. For me, the trip brought back many memories. As a South Islander for much … Continue reading
Posted in A1 and A2 milk, China, Dairy, Fonterra, Synlait
2 Comments
Synlait purchases strategic blending and canning assets
Synlait’s announcement today of the purchase of apparently distressed assets from the New Zealand Dairy Company puts another peg in the board strengthening Synlait’s pathway towards an integrated dairy value-chain. The purchase has relevance both to Synlait and its strategic … Continue reading
Posted in A1 and A2 milk, Agribusiness, China, Dairy, Synlait
4 Comments
Synlait transforms from bulk powders to infant formula
Synlait is currently undergoing a strategic restructure from a producer of bulk milk powders to a producer of consumer-packaged infant formula. These investments will make Synlait the dominant New Zealand producer of infant formula. So far, Synlait are still in … Continue reading
Posted in A1 and A2 milk, Agribusiness, Dairy, Synlait
1 Comment
Synlait and The a2 Milk Company strengthen their alliance
The a2 Milk Company (A2M) and Synlait have each announced to the market today that A2M has purchased 8.2 percent of Synlait. This was an off-market transaction with Dutch-owned Friesland Campina, previously Synlait’s second largest shareholder after Chinese-owned Bright. The … Continue reading
Posted in A1 and A2 milk, Agribusiness, China, Dairy, Synlait
4 Comments
Bellamy’s organic infant formula derails in China
For the last two years, Bellamy’s organic infant formula out of Australia has been one of the two rising stars of the Chinese infant formula market. The other has been ‘a2 Platinum’ produced here in New Zealand by Synlait for … Continue reading
Posted in Agribusiness, China, Dairy, Fonterra, Synlait
4 Comments
Dairy volatility has not gone away
Fonterra’s recent upgraded estimate of $6 per kg milksolids (fat plus protein) for the 2016/7 milk price has been welcomed by everyone in the industry. Given that it is only six months since Fonterra’s initial for this season of $4.25, … Continue reading
Posted in Agribusiness, China, Dairy, Fonterra, Synlait
3 Comments