E152 Weekly Global Dairy Market Recap February 3rd 2025: Tariffs Spark Market Upheaval

In this extended episode of The Bull Vine Podcast, Douglas and Belle dive into the latest challenges facing the global dairy industry. With the recent implementation of 25% tariffs on North American dairy trade, farmers are grappling with massive disruptions to traditional supply chains. This $1.2 billion trade shake-up has created a stark divide in regional dairy markets, with Asian demand soaring and European markets struggling under oversupply. Meanwhile, U.S. dairy heifer numbers have hit a near 50-year low, signaling potential future supply constraints, and feed costs remain a volatile factor for producers worldwide.

Douglas and Belle explore how these trends are impacting farmers across North America, Europe, Oceania, and Asia. They discuss how farmers can adapt to these unprecedented challenges by embracing flexibility, focusing on e ...