In this first episode of 2024, we ring in the Lunar New Year of The Dragon!Join us as we discuss topics like China, Red Sea Disruptions, WPC Markets, Whey Markets and more!To our listeners celebrating the Lunar New Year, 恭喜发财！
13 Oct 2023
Episode 16 - Burning Questions
In this episode of Hoogwegt Dairy Spew, we answer several Burning Questions from our listeners!
27 Jun 2023
Episode 15 - Cool, Calm & Collected
Calm Market? Boring Market?Join us for Episode 15 as we discuss the Cool, Calm & Collected buying behaviour given the calm market and low prices.In this episode, we discuss the Supply Outlook in EU, US and Oceania and then do a deep dive into the Demand in South East Asia as well as China. Lastly, we also discuss the Contango in the Futures Market.Learn more about MyHoogwegt Portal and how it can be utilized to increase efficiency for you and your logistics team!
18 Apr 2023
Episode 14 - Bottoms Up!
On our 2nd Anniversary of The Hoogwegt Dairy Spew, we bring the focus back to the Far East.Tune in to Episode 14 as we discuss the question in everyone’s minds – Where Is The Bottom? Upon request, we have also started adding transcripts of this podcast episode.Enjoy!
Tune in for this special episode recorded from the Hoogwegt US office in Chicago! Three traders from the American Team discuss dynamics in supply for US dairy products in 2022 and early 2023. They also give insight into the demand pulls affecting the region, including a look into the world’s largest NFDM importer, Mexico.
11 Nov 2022
Episode 12 - Q&A Session with Chris Ward & Jurgen Elfrink
We had the pleasure of having our Brainy Group Analyst Jurgen Elfrink and Managing Director DE APAC Chris Ward on the show. We threw them some tough questions and got some insightful answers!
19 Jul 2022
Episode 11 - The Amateur Debate Fight Club
The Amateur Debate Fight ClubLooks like it’s not just the weather in Europe that is too darn hot!We had a sizzling debate amongst the team with the motion: “The Dairy Market is going through a Price Correction - This is Temporary” Sitting on the Affirmative Team (Bulls): Charles Lesmana, Charles Tey, Alvin ChuaOn the Opposing Team (Bears): Tom Stevens, Boh Xuan JieSo STOP! DROP! And Listen in to the latest Episode 11 of The Hoogwegt Dairy Spew!! Are you Team Bulls or Team Bears...
12 May 2022
Episode 10 - Down The Rabbit Hole
"Down, Down, Down. Would the fall never come to an end?" -- Alice in Wonderland by Lewis Carroll Welcome to Episode 10 of The Hoogwegt Dairy Spew!The situation has just gotten "Curiouser and Curiouser!".Join us for our little Tea Party as we explore the falling dairy prices, fundamentals and the macroeconomic drivers at play.
30 Mar 2022
Episode 09 - Stand for Peace
In this episode of The Hoogwegt Dairy Spew, we talk about the impact of the Ukraine-Russia War on Dairy Markets.With special guest Tomasz Maslona, Commercial Director of Central & Eastern Europe Dairy Essentials, we discuss the effects of the conflict and the impact on Supply & Demand.We also discuss the potential impact of China's new wave of COVID measures.Note: Podcast was recorded on 22/Mar/2022
27 Jan 2022
Episode 08 - The Eye of The Tiger
虎年行大运 - Luck in the Year of the Tiger!In our Lucky Episode 8 for this Lunar New Year, come join us as we pit ourselves against each other in a light-hearted debate on whether the market will remain Bullish, Bearish, or simply unknown.Don't forget to stay tuned for our Zodiac Readings for those born in the Year of the Pig, Dragon, Horse and Tiger!Here's wishing our listeners:新年快乐 (Happy New Year) 恭喜发财 (Wishing you Wealth and Prosperity)心想事成 (May all your wishes come true)万事如意 (May everyt...
22 Dec 2021
Episode 07 - Merry ChristMoos!
In this Christmas Edition of Hoogwegt Dairy Spew, We look back at 2021 and share our highlights of the year.Looking into our Crystal Ball for 2022, we discuss which topics we believe would be movers and shakers for the new year.DID YOU KNOW?Dealing in 130 countries, Hoogwegt's market share of all EU SMP exports worldwide is an average of 25% over the last 5 years?!In our first ever Dairy Quiz, Charles & Alvin pit themselves against Tom & Tey!Who will emerge victorious?Join us for this...
18 Nov 2021
Episode 06 - Defying Gravity
Welcome back to Episode 06 of The Hoogwegt Dairy Spew!After a short hiatus, we are back to dive into what is causing prices to defy gravity.In this episode, we talk about the key Macroeconomic factors and Supply & Demand drivers contributing to the bullishness in the Dairy Market. Are we predicting any reprieve? What can possibly help to soften current sky-rocketing prices?Join us to find out more!** This Podcast Episode was recorded pre GDT Event 296.Episode Guide:0:30 Introduction1...
10 Sept 2021
Episode 05 - HSING x PDI Jeroen Lemmens
你好! Hello!欢迎光临! Welcome to Episode 05 of The Hoogwegt Dairy Spew.In this episode, we are joined by Jeroen Lemmens from our sister company, Pacific Dairy Ingredients (PDI), China.Another "OG", Jeroen has 20 years of experience in Dairy and has spent close to 5 years in Shanghai with PDI.Join us as we discuss China's Demand, Stock Situation, Buying Patterns, and many more topics which would pique your interest.** This Podcast Episode was recorded pre GDT Event 291.We are happy to say that our a...
22 Jul 2021
Episode 04 - HSING x HAUS John McArthur
G’day Mates – SURF’S UP!Welcome to EPISODE 04.In this episode, we catch up with John McArthur from Hoogwegt Australia.With 20 years of experience at Hoogwegt, John “OG” McArthur specializes in Key Supplier Partnerships and Marketing across products like Whole Milk, Skimmed Milk and AMF.Listen to John share his views on the Production and Valorization for the upcoming New Season in Oceania. We also chat about some interesting exotic products like Fat-Filled Milk Powders and Butter-Oil Substitu...
17 Jun 2021
Episode 03 - HSING x HUS Andy Sullivan
Welcome to Episode 03!In this episode, we have a very special guest from Hoogwegt US - Andrew Sullivan.Join us as we discuss a whole host of US-related topics and a very special announcement about Charles Tey!1:14 - US SMP Outlook 2H 20212:44 - SMP MH versus NFDM4:12 - US SMP Low Spores5:01 - US Whey Products7:24 - Surprise Announcement!8:37 - Mexico & US Export Markets10:27 - Post Lock-down Consumption Patterns13:47 - ONIL Demand15:01 - EU SMP Starting to Lead?16:54 - Logistical Issues &...
12 May 2021
Episode 02 - Let's Go Boh!
Annnnnddd we made it past The Pilot Episode!Enter Episode 02!Special Guest: Boh from Havero HoogwegtIn this Episode, we explore:02:20 China Demand05:00 Quick Poll06:35 Where Are The Bears?08:00 Sodium Caseinates09:45 Food / Feed Permeates10:20 ASF11:22 Macros - Commodities Super Cycle13:35 Champions League Finals 14:30 Butter Milk Powder15:00 GDT PredictorQuestions / Feedback / Collaborations?Email us at v.loh@hoogwegt.sg
21 Apr 2021
The Pilot Project
4 Dairy Traders, 2 Mics, 1 Podcasting Studio.We decided to dive into the marvelous world of Podcasting, discussing issues from our Dairy and Daily Lives.In this episode, we discuss:2:15 ONIL6:50 Freight Situation14:50 The Flush 19:05 Quick Fire QuestionsQuestions / Feedback / Collaborations? Email us at v.loh@hoogwegt.sg
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