Milk in Global Markets

Milk in Global Markets
Uncomfortable truths

Uncomfortable truths

Pininvest Analysis on China •

Confronted with unsatiable demand for milk, New Zealand's fragile ecosystem is front-running environmental risks exposing much larger economies worldwide, glad to supply in the short term, but at what cost ?

Land of milk and honey

Land of milk and honey

Pininvest Analysis on China •

Ratcheting up milk supply, New Zealand is now coping with the environmental fallout. Too much of a good thing or, more probably, a warning shot the major global agriculture exporters would discount at their peril

Challenges of China's milk industry

Challenges of China's milk industry

Pininvest Analysis on China •

To guarantee high quality milk to the Chinese consumer, the dairy industry majors have adopted distinct, but interrelated, business strategies, covering an array of priorities to address needs as forecasted - a model of national planning ?

Controling milk supply and adding value

Controling milk supply and adding value

Pininvest Analysis on China •

Concentration movements have involved Nestle (a $12 billion purchase of Pfizer’s infant nutrition business in 2012), Lactalis (control of Italian Parmalat in 2012-2016) and others in an effort to broaden international presence and dairy product ranges