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Dairy

Get in-depth analysis on developments across the global dairy value chain, from dairy farming to trading and processing.

Exclusive Global Dairy Quarterly Q2 | A sensitive margin balance emerges, with all eyes on input cost pressures

Milk production growth is slowing as markets rebalance, amid rising input cost risks and persistent price volatility across key dairy products.

Update
10 June 2026
RaboResearch

Australia agribusiness monthly June 2026: Dual risk dynamics, input inflation and weather variability

Here are the main highlights for some of Australia’s key commodities and economic influences this month.

Update
4 June 2026
RaboResearch

New Zealand agribusiness monthly June 2026: Firm feet for pricing, even with uncertainty

Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.

Update
4 June 2026
RaboResearch

New Zealand dairy update: High prices and higher stakes

Emma Higgins and Jen Corkran dive into New Zealand’s extraordinary 2025/26 dairy season and discuss what lies ahead. They explore the 2026/27 outlook – where resilient

Podcast
1 June 2026
RaboResearch

Australian dairy outlook – Resilience amid wavering confidence

In this episode, Michael Harvey and Emma Higgins unpack the key forces shaping the Australian dairy sector as processors prepare to set opening milk prices for the new

Podcast
29 May 2026
RaboResearch

Energy shock waves: US food inflation risk in 2026-2027

Energy-driven cost pressure is building across the US food system, setting up higher inflation and margin strain into 2027 as consumers grow more price sensitive.

Research
26 May 2026
RaboResearch

Highlighted publications

Dairy - Rabobank