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Market reports

A view, not a summary.

Aiming to be spot on — sometimes early, sometimes wrong, always our own view.

Every week, we distill hundreds of market interactions into one clear view—grounded in real trading, ongoing negotiations, and direct conversations with dairy professionals across Europe.

Our reports combine real executed trades, current bid and ask levels, public market data and the conversations happening across the European dairy industry.

The desk · Weert, the Netherlands489 reports · 430,016 words · 2022–2026

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How we work

Why our reports are different

  • The book

    Real trades

    Every report reflects business our brokers actually executed. Not theoretical markets. Not indicative prices.

  • The phone

    Live market sentiment

    Every week we speak with buyers, producers, traders and manufacturers across Europe. Those conversations rarely appear in public statistics.

  • The last line

    A real opinion

    We do not publish every possible scenario. Where we have a view on the direction, we state it plainly — and where the market gives us nothing to have a view about, we say that instead.

  • The archive

    Complete transparency

    When our opinion changes, we explain why. We leave every report online. Including the ones where we were wrong. Trust comes from consistency, not hindsight.

    1.65 reports a week over the last 52 weeks2.11 a week across the whole archive

Index

The archive

Newest report 29 Jun 2026It has been a while since the last one. The desk writes when it has something worth saying.

496 reports

Neutral
8 min read

Liquids Back in the Lead

  • Butter
  • Cheese
  • Powder
  • Liquids
  • Latest

  1. 2026 · 48 reports

  2. Back to Business with GFD 2.0ButterCheesePowder9 min read
  3. Our Long View Before Our Long BreakButterCheesePowder9 min read
  4. Dairy Carry Has a Shelf LifeButter9 min read
  5. Summer Shopping or Summer Sale?ButterCheesePowder5 min read
  6. The Agro Gravity EffectButterCheesePowder7 min read
  7. The market that feels calmer the further you stand backButterCheesePowderLiquids6 min read
  8. Early Cucumber SeasonButterCheesePowder10 min read
  9. Sideways with a SearchlightButterCheesePowder8 min read
  10. Bear in the Warehouse, Bull in the GymButterCheesePowderLiquids8 min read
  11. Too Much Milk, Not Enough MarketButterCheesePowderLiquids9 min read
  12. Butter on a BreakingpointButterCheesePowder3 min read
  13. Hedged and Stuck — Futures Without a FutureButterCheesePowder9 min read
  14. Don’t Flex Your Muscles. Flex Your Book.ButterCheesePowder6 min read
  15. € 3000/MT a Floor a Ceiling and a Bench?ButterCheesePowderLiquids9 min read
  16. Bearish Easter Cream & Fat FactsButterCheesePowder8 min read
  17. Anxious Herds & News-Fed VolatilityButterCheesePowder10 min read
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  19. Testing a Floor and a CeilingButterCheesePowder7 min read

Showing 24 of 496