31 July 2015 | Online since 2003

Rabobank s Dairy Quarterly Q2 2012




29 June 2012| Viewed 1986 times

Rabobank’s Dairy Quarterly Q2 2012



Dairy Quarterly Q2 2012 - "A Slow Squeeze is Coming"



Key points:

- Dairy commodity prices fell through April and May before a small rally in June.



- Prices were pushed down by exceptional supply growth in export regions.



- A small ‘realisation’ rally followed in June.



- Supply growth is expected to lose momentum through 2H 2012.



- Demand will remain lacklustre in the face of a weak global economy.



- The market looks most likely headed for stable pricing through Q3, yielding to a slow squeeze in Q4, with the price recovery gaining legs in early 2013.



Download Rabobank’s Dairy Quarterly Q2 2012


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