Jeroen Lemmens joined Cefetra Group’s dairy team in Singapore after spending multiple years trading dairy in China. We brought him into the metaphorical studio to talk about China’s dairy buying habits past, present and future.
The unspoken and obvious thread throughout the conversation: What kind of trade partner will China be to U.S. dairy moving forward?
The conversation gave some color to the disappearance of Chinese demand for American milk and some backbone to the hope that some of that demand will return in 2024.
Discussion ranged from trade agreements with New Zealand and the state of the hog market to domestic macroeconomic factors like China’s property market and industrial challenges.
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