DairyTalk 155: New Zealand’s Warning - when Efficiency Isn’t Enough - by Helmut Demmelhuber

Even the world’s most efficient dairy producers are hitting the
wall. In late 2025, New Zealand farms are operating on margins of
just one dollar per kilogram of milk solids - squeezed by rising
costs, falling milk prices, and global overproduction. With China
shifting from aggressive importer to tactical buyer, demand
security has vanished. This episode explains why the margin
crisis is global and why survival will depend less on waiting for
better prices and more on efficiency gains, debt reduction, and
diversified income streams. With comments on a "The
Bullvine"-article (December 4th, 2025) by Andrew Hunt:
https://www.thebullvine.com