HeyJaredThe Dairy Cafe
The Dairy Café is your bi-weekly update on the global dairy market. Hosted by Vesper's Market Analyst Jasper Endlich and co-hosts Feiko Keilholz and Seb Laurenceau, each episode dives into the latest price trends and developments across key dairy categories, including…
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 11, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 23, 2026
Latest episodes
Sep. 10, 2026 - Milk and milk powders - how tight is Q4 really? (opens the original)
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In New Zealand, whole milk powder is now cheaper than skim milk powder, for the first time in almost four and a half years. Buy the protein and the fat comes free. Vesper's dairy analyst Jasper Endlich is joined by Feiko Keilholz and Sebastiaan Laurenceau to work through milk and milk powders, the product group that has caught people out this year. Skim milk powder was near EUR 2,000 per metric ton in January and is above EUR 3,000 now, up between 35% and 60% on the year, and the supply side doe
Aug. 27, 2026 - What’s next for dairy proteins? WPC, MPC, and SMP/NFDM (opens the original)
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Western Europe's WPC80 benchmark barely moved this week, but underneath it lower priced offers out of the US and Eastern Europe are working into Western Europe and Asia. Vesper's dairy analyst Jasper Endlich is joined by Feiko Keilholz and Sebastiaan Laurenceau to work through the whole board. Butter stays weak on global oversupply and record US production. European SMP has passed 3,000 EUR per metric ton, pulled by a shortage in the US, tighter skim milk concentrate in Europe, and demand return
Aug. 13, 2026 – The milk fundamentals: What the EU, US & New Zealand are telling us (opens the original)
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In this Vesper Dairy Cafe episode, the hosts review dairy market moves and then focus on fundamentals shaping milk supply across Europe, the US, and New Zealand. They note midsummer volatility driven by weather, with tight liquid markets pushing skim milk powder (SMP) higher amid strong Asian demand and strong absorption of New Zealand GDT volumes, while butter continues trending down due to heavy stocks and only moderate demand; cheese is mostly sideways. Whey prices have stabilized but with a
Jul. 30, 2026 - Reading the cheese market: Weather, whey and the tools to track it (opens the original)
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The hosts explain doing two Dairy Cafe sessions in a row due to holiday scheduling and introduce a revamped “home feed” that consolidates key market prices (e.g., Gouda), reports, forecasts, and bull/bear drivers with links to sources. They note global skim milk powder prices across Oceania, Europe, and the US have converged, increasing competition. The discussion focuses on cheese: after mid-June softness, European heat waves reduced milk output, made sellers hesitant to sell forward, and helpe
Jul 23, 2026 - Heat, holidays and H2: reading the dairy market (opens the original)
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In this Dairy Cafe webinar, the hosts discuss how European heat waves reduced milk output temporarily, pushing spot milk above FrieslandCampina’s payout price and driving higher prices and volatility in butter, cream, skim milk concentrate, and cheese, with large spreads between fresh and frozen butter and low futures liquidity. French weekly milk output data is cited as showing rapid recovery after weather events, though several weeks of lost milk adds upward risk versus earlier expectations. C
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