The Milk Business Transistor (https://transistor.fm) https://feeds.transistor.fm/the-milk-business A dairy specific agribusiness podcast discussing the global dairy business highlighting dairy consumer trends, milk supply and demand, and new product development. Jack Kennedy 41a79fbb-6920-5839-b19d-d3d7fcc20134 yes en Fri, 18 Sep 2026 14:36:08 -0700 Fri, 18 Sep 2026 14:37:19 -0700 https://img.transistorcdn.com/Wecp9_V35cqkUBIJovBl6jf_xE5ubSMlXu9cP3G1b60/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xMmE0/YjQwMmE3NmZlZDNm/OWZmZjFmNDRhOTA5/MWQ0ZS5wbmc.jpg The Milk Business serial Jack Kennedy A dairy specific agribusiness podcast discussing the global dairy business highlighting dairy consumer trends, milk supply and demand, and new product development. A dairy specific agribusiness podcast discussing the global dairy business highlighting dairy consumer trends, milk supply and demand, and new product development. Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, Jack Kennedy No No The Protein Rush 1 1 The Protein Rush full 20e26bfc-49bd-4c3f-9c7d-14ee94ea9a01 https://share.transistor.fm/s/49106595 Jack Kennedy talks with Professor Patrick Wall about the global protein rush and how weight loss drugs are part of the driver for increased dairy protein consumption globally. We hear from dairy farmers around the world. We profile a new product produced by Lactalis onsale in the United States and we discuss the latest milk market moves. 

]]> Jack Kennedy talks with Professor Patrick Wall about the global protein rush and how weight loss drugs are part of the driver for increased dairy protein consumption globally. We hear from dairy farmers around the world. We profile a new product produced by Lactalis onsale in the United States and we discuss the latest milk market moves. 

]]> Thu, 02 Apr 2026 03:17:16 -0700 Jack Kennedy Jack Kennedy 3137 Jack Kennedy talks with Professor Patrick Wall about the global protein rush and how weight loss drugs are part of the driver for increased dairy protein consumption globally. We hear from dairy farmers around the world. We profile a new product produced by Lactalis onsale in the United States and we discuss the latest milk market moves. 

]]> dairy, protein, whey protein, agribusiness, milk processing, dairy farmers, milk suppliers, co-ops, food, global, No The Protein Rush part 2 2 2 The Protein Rush part 2 full 64910971-4266-40d9-921e-072560374877 https://share.transistor.fm/s/41713519 In part two of the Protein Rush Jack Kennedy chats to Professor Paddy Wall about the Food First Strategy in China, how the Chinese infant formula market fundamentally changed, and we ask can you overload on protein consumption?  

]]> In part two of the Protein Rush Jack Kennedy chats to Professor Paddy Wall about the Food First Strategy in China, how the Chinese infant formula market fundamentally changed, and we ask can you overload on protein consumption?  

]]> Wed, 08 Apr 2026 01:40:40 -0700 Jack Kennedy Jack Kennedy 2935 In part two of the Protein Rush Jack Kennedy chats to Professor Paddy Wall about the Food First Strategy in China, how the Chinese infant formula market fundamentally changed, and we ask can you overload on protein consumption?  

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No The Protein Rush part 3 3 3 The Protein Rush part 3 full 3707ad60-8a38-4d44-b2ec-8e89e7f96a1a https://share.transistor.fm/s/11899864 In the first two parts of the Protein Rush we talked about the dairy protein revolution that is sweeping across the world at the moment. In this episode, part three, and the final episode in this Protein Rush series, we dig into how the demand for protein is changing the commercial reality for dairy businesses with Aoife Murphy, Chief Commercial Ingredients executive with Tirlan in Ireland. Aoife has worked with Glanbia and Tirlan and both are huge global players in the protein game. 

]]> In the first two parts of the Protein Rush we talked about the dairy protein revolution that is sweeping across the world at the moment. In this episode, part three, and the final episode in this Protein Rush series, we dig into how the demand for protein is changing the commercial reality for dairy businesses with Aoife Murphy, Chief Commercial Ingredients executive with Tirlan in Ireland. Aoife has worked with Glanbia and Tirlan and both are huge global players in the protein game. 

]]> Fri, 10 Apr 2026 04:08:12 -0700 Jack Kennedy Jack Kennedy 2640 In the first two parts of the Protein Rush we talked about the dairy protein revolution that is sweeping across the world at the moment. In this episode, part three, and the final episode in this Protein Rush series, we dig into how the demand for protein is changing the commercial reality for dairy businesses with Aoife Murphy, Chief Commercial Ingredients executive with Tirlan in Ireland. Aoife has worked with Glanbia and Tirlan and both are huge global players in the protein game. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Reacting to the GLP1 tsunami 4 4 Reacting to the GLP1 tsunami full 5ae38ca3-5994-4fba-baf1-f15c99b39990 https://share.transistor.fm/s/17bbaadf On this episode of The Milk Business Jack Kennedy talks to Dr Maha Tahiri, a global nutrition consultant on how companies should react to the 'GLP1 Tsunami' that is engulfing consumers the world over. We also hear from farmers around the world to get a handle on global milk supply. Dairy Farmers of America have just launched a new product called MULU - we preview it and talk about increasing costs of milk processing. 

]]> On this episode of The Milk Business Jack Kennedy talks to Dr Maha Tahiri, a global nutrition consultant on how companies should react to the 'GLP1 Tsunami' that is engulfing consumers the world over. We also hear from farmers around the world to get a handle on global milk supply. Dairy Farmers of America have just launched a new product called MULU - we preview it and talk about increasing costs of milk processing. 

]]> Mon, 20 Apr 2026 08:40:10 -0700 Jack Kennedy Jack Kennedy 2726 On this episode of The Milk Business Jack Kennedy talks to Dr Maha Tahiri, a global nutrition consultant on how companies should react to the 'GLP1 Tsunami' that is engulfing consumers the world over. We also hear from farmers around the world to get a handle on global milk supply. Dairy Farmers of America have just launched a new product called MULU - we preview it and talk about increasing costs of milk processing. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Ultra processed dairy products - a challenge or a myth? 5 5 Ultra processed dairy products - a challenge or a myth? full 27d4bc6c-8651-455d-b12e-4ab983c2ab01 https://share.transistor.fm/s/024cb89d On this weeks show we talk to Dr Maha Tahiri about first understanding what is meant by 'Ultra-processed', and secondly, what challenges are presented to the dairy industry by this process. She has some very clear advice for companies and also some great insights into how to address the issue. We also have a 'Insight special' on Chobani - the American company that has revolutionised the yoghurt category in the US and is now setting its sights on the coffee market. 

]]> On this weeks show we talk to Dr Maha Tahiri about first understanding what is meant by 'Ultra-processed', and secondly, what challenges are presented to the dairy industry by this process. She has some very clear advice for companies and also some great insights into how to address the issue. We also have a 'Insight special' on Chobani - the American company that has revolutionised the yoghurt category in the US and is now setting its sights on the coffee market. 

]]> Fri, 24 Apr 2026 09:30:47 -0700 Jack Kennedy Jack Kennedy 2035 On this weeks show we talk to Dr Maha Tahiri about first understanding what is meant by 'Ultra-processed', and secondly, what challenges are presented to the dairy industry by this process. She has some very clear advice for companies and also some great insights into how to address the issue. We also have a 'Insight special' on Chobani - the American company that has revolutionised the yoghurt category in the US and is now setting its sights on the coffee market. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Where next for Fonterra post consumer sell off? 6 6 Where next for Fonterra post consumer sell off? full 3a9d799a-aaff-4680-8833-f9502417c67c https://share.transistor.fm/s/676ebc27 Fonterra, the heavyweight dairy giant headquartered in New Zealand, is starting out on a new chapter without a consumer business. It is now setting out it's stall as a high tech protein business driven by an ingredients powerhouse. Will it work? Is there merit to this new strategy? In this episode we ask Leonie Guiney, ex director of Fonterra and now shareholder and farmer in the South Island of New Zealand her thoughts on the new vision and strategy.  

]]> Fonterra, the heavyweight dairy giant headquartered in New Zealand, is starting out on a new chapter without a consumer business. It is now setting out it's stall as a high tech protein business driven by an ingredients powerhouse. Will it work? Is there merit to this new strategy? In this episode we ask Leonie Guiney, ex director of Fonterra and now shareholder and farmer in the South Island of New Zealand her thoughts on the new vision and strategy.  

]]> Fri, 01 May 2026 06:16:18 -0700 Jack Kennedy Jack Kennedy 2494 Fonterra, the heavyweight dairy giant headquartered in New Zealand, is starting out on a new chapter without a consumer business. It is now setting out it's stall as a high tech protein business driven by an ingredients powerhouse. Will it work? Is there merit to this new strategy? In this episode we ask Leonie Guiney, ex director of Fonterra and now shareholder and farmer in the South Island of New Zealand her thoughts on the new vision and strategy.  

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No The global milk supply glut - what happens next? 7 7 The global milk supply glut - what happens next? full d48235e3-dd5c-4a00-9f01-9ec6ec79bd80 https://share.transistor.fm/s/3aaea78d This week on the milk business podcast we report from the 2026 Dairy Industry Newsletter annual conference in London. A host of global experts gathered to discuss what they expect to happen to global milk supply as commodity dairy prices and milk prices to farmers mean some of the actual farmgate milk prices are some of the worst experienced for the last 20 years. We also hear from suppliers around the world as they describe the key issues impacting in their region. 

]]> This week on the milk business podcast we report from the 2026 Dairy Industry Newsletter annual conference in London. A host of global experts gathered to discuss what they expect to happen to global milk supply as commodity dairy prices and milk prices to farmers mean some of the actual farmgate milk prices are some of the worst experienced for the last 20 years. We also hear from suppliers around the world as they describe the key issues impacting in their region. 

]]> Mon, 11 May 2026 10:44:20 -0700 Jack Kennedy Jack Kennedy 1698 This week on the milk business podcast we report from the 2026 Dairy Industry Newsletter annual conference in London. A host of global experts gathered to discuss what they expect to happen to global milk supply as commodity dairy prices and milk prices to farmers mean some of the actual farmgate milk prices are some of the worst experienced for the last 20 years. We also hear from suppliers around the world as they describe the key issues impacting in their region. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Understanding how privately owned European milk companies operate 8 8 Understanding how privately owned European milk companies operate full 0c09ee0a-44d5-4e8a-bb71-90a9aa4b5969 https://share.transistor.fm/s/ab1f8b02 The majority of European milk is purchased by co-operatives (c.60%), however, a large chunk of milk produced in major European milk producing countries such as France, the UK and Germany is purchased by private companies. 

One of the key differences between private and co-operatives entities is that milk suppliers are not the owners of the business, and hence processing investment decisions, milk payment decisions and retained earnings for growth are in the hands of private owners not milk suppliers. 

Frischli, is a German private milk processing company and is one of the most modern and high performance dairies in Germany. For over 125 years, the owner-managed company has produced dairy products, which fulfil the highest standards for quality, sustainability and taste. Processing over 1 billion litres of milk annually it has business in retail, food service and export markets. With over 1,000 employees across four processing sites it processes milk from over 750 German farmers. This week I sat down with executives from Frischli to discuss how the business runs as it celebrates 125 years in business.

]]> The majority of European milk is purchased by co-operatives (c.60%), however, a large chunk of milk produced in major European milk producing countries such as France, the UK and Germany is purchased by private companies. 

One of the key differences between private and co-operatives entities is that milk suppliers are not the owners of the business, and hence processing investment decisions, milk payment decisions and retained earnings for growth are in the hands of private owners not milk suppliers. 

Frischli, is a German private milk processing company and is one of the most modern and high performance dairies in Germany. For over 125 years, the owner-managed company has produced dairy products, which fulfil the highest standards for quality, sustainability and taste. Processing over 1 billion litres of milk annually it has business in retail, food service and export markets. With over 1,000 employees across four processing sites it processes milk from over 750 German farmers. This week I sat down with executives from Frischli to discuss how the business runs as it celebrates 125 years in business.

]]> Mon, 18 May 2026 01:46:32 -0700 Jack Kennedy Jack Kennedy 2137 The majority of European milk is purchased by co-operatives (c.60%), however, a large chunk of milk produced in major European milk producing countries such as France, the UK and Germany is purchased by private companies. 

One of the key differences between private and co-operatives entities is that milk suppliers are not the owners of the business, and hence processing investment decisions, milk payment decisions and retained earnings for growth are in the hands of private owners not milk suppliers. 

Frischli, is a German private milk processing company and is one of the most modern and high performance dairies in Germany. For over 125 years, the owner-managed company has produced dairy products, which fulfil the highest standards for quality, sustainability and taste. Processing over 1 billion litres of milk annually it has business in retail, food service and export markets. With over 1,000 employees across four processing sites it processes milk from over 750 German farmers. This week I sat down with executives from Frischli to discuss how the business runs as it celebrates 125 years in business.

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Where now for China and US trade? 9 9 Where now for China and US trade? full 5b24e12f-5cbb-46bb-92ab-99433a1b90a1 https://share.transistor.fm/s/6be4ec71 This week given the significance to world trade of a meeting between the Presidents of US and China Jack Kennedy chats to Ian Lahiffe in Beijing about the 'meeting', milk production in China, Taiwan, Foot and Mouth, and Chinese whole milk powder imports. We also hear from dairy farmers around the world discuss key issues facing them as we head into the last week of May. 

]]> This week given the significance to world trade of a meeting between the Presidents of US and China Jack Kennedy chats to Ian Lahiffe in Beijing about the 'meeting', milk production in China, Taiwan, Foot and Mouth, and Chinese whole milk powder imports. We also hear from dairy farmers around the world discuss key issues facing them as we head into the last week of May. 

]]> Thu, 21 May 2026 14:43:56 -0700 Jack Kennedy Jack Kennedy 2757 This week given the significance to world trade of a meeting between the Presidents of US and China Jack Kennedy chats to Ian Lahiffe in Beijing about the 'meeting', milk production in China, Taiwan, Foot and Mouth, and Chinese whole milk powder imports. We also hear from dairy farmers around the world discuss key issues facing them as we head into the last week of May. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Managing milk price - are the US and New Zealand 20 years ahead of the EU? 10 10 Managing milk price - are the US and New Zealand 20 years ahead of the EU? full 5e264e8a-74b3-4d97-a89b-0181fdf59e65 https://share.transistor.fm/s/228b435e This week on the Milk Business Podcast Jack Kennedy talks to a global expert from Ireland on what’s happening globally in terms of trying to tie down what revenue, milk price or even margin milk suppliers are getting around the world.

MTU expert Declan O Connor from Cork in Ireland has many years of experience lecturing the industry on the benefits of risk management to the dairy industry. We also hear from farmers in New Zealand, Australia, The Netherlands, France, England, Brazil and Ireland on what they are doing to manage risk. 

]]> This week on the Milk Business Podcast Jack Kennedy talks to a global expert from Ireland on what’s happening globally in terms of trying to tie down what revenue, milk price or even margin milk suppliers are getting around the world.

MTU expert Declan O Connor from Cork in Ireland has many years of experience lecturing the industry on the benefits of risk management to the dairy industry. We also hear from farmers in New Zealand, Australia, The Netherlands, France, England, Brazil and Ireland on what they are doing to manage risk. 

]]> Fri, 29 May 2026 10:02:03 -0700 Jack Kennedy Jack Kennedy 2555 This week on the Milk Business Podcast Jack Kennedy talks to a global expert from Ireland on what’s happening globally in terms of trying to tie down what revenue, milk price or even margin milk suppliers are getting around the world.

MTU expert Declan O Connor from Cork in Ireland has many years of experience lecturing the industry on the benefits of risk management to the dairy industry. We also hear from farmers in New Zealand, Australia, The Netherlands, France, England, Brazil and Ireland on what they are doing to manage risk. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Bonus Episode - Arla, Fonterra and Kinisla make news in the Milk Business 11 11 Bonus Episode - Arla, Fonterra and Kinisla make news in the Milk Business full 1c97d93a-b41b-4a32-ace1-808023267c9f https://share.transistor.fm/s/0d57b9fc This week there were some very interesting global dairy news stories so Jack Kennedy said he’d package them together to bring a flavour of some of the breaking news in the dairy game. Fonterra announced financial results and announced a forecast milk price for the rest of the 2025/2026 season, and also another forecast milk price for 2026/2027 season. The Arla merger with DMK and DOC was formally approved by the EU, over 12 months after it was first announced, and, the company formerly known as Kerry Dairy Ireland re-booted it's journey under a new name, Kinisla. 

]]> This week there were some very interesting global dairy news stories so Jack Kennedy said he’d package them together to bring a flavour of some of the breaking news in the dairy game. Fonterra announced financial results and announced a forecast milk price for the rest of the 2025/2026 season, and also another forecast milk price for 2026/2027 season. The Arla merger with DMK and DOC was formally approved by the EU, over 12 months after it was first announced, and, the company formerly known as Kerry Dairy Ireland re-booted it's journey under a new name, Kinisla. 

]]> Fri, 29 May 2026 10:09:32 -0700 Jack Kennedy Jack Kennedy 905 This week there were some very interesting global dairy news stories so Jack Kennedy said he’d package them together to bring a flavour of some of the breaking news in the dairy game. Fonterra announced financial results and announced a forecast milk price for the rest of the 2025/2026 season, and also another forecast milk price for 2026/2027 season. The Arla merger with DMK and DOC was formally approved by the EU, over 12 months after it was first announced, and, the company formerly known as Kerry Dairy Ireland re-booted it's journey under a new name, Kinisla. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Changing times on 'The Kinisla Way' 12 12 Changing times on 'The Kinisla Way' full 281c5274-a7cb-4841-af32-84f5b46769e7 https://share.transistor.fm/s/0712bf95 After a recent period of turbulance it seems calm has been restored on what was 'the Kerry way', but now is 'the Kinisla way'. World renowned Kerry Group plc still own 30% of the Kinisla dairy business, however, milk suppliers are back in control of the Kinisla co-op now. This week Jack Kennedy sat down in Kinisla headquarters to meet with CEO Pat Murphy to talk changes, where for the future, and how Kinisla expect to better compete on a global stage. We also hear from milk suppliers in New Zealand, Australia, France, and the Netherlands. 

]]> After a recent period of turbulance it seems calm has been restored on what was 'the Kerry way', but now is 'the Kinisla way'. World renowned Kerry Group plc still own 30% of the Kinisla dairy business, however, milk suppliers are back in control of the Kinisla co-op now. This week Jack Kennedy sat down in Kinisla headquarters to meet with CEO Pat Murphy to talk changes, where for the future, and how Kinisla expect to better compete on a global stage. We also hear from milk suppliers in New Zealand, Australia, France, and the Netherlands. 

]]> Fri, 05 Jun 2026 11:24:00 -0700 Jack Kennedy Jack Kennedy 2193 After a recent period of turbulance it seems calm has been restored on what was 'the Kerry way', but now is 'the Kinisla way'. World renowned Kerry Group plc still own 30% of the Kinisla dairy business, however, milk suppliers are back in control of the Kinisla co-op now. This week Jack Kennedy sat down in Kinisla headquarters to meet with CEO Pat Murphy to talk changes, where for the future, and how Kinisla expect to better compete on a global stage. We also hear from milk suppliers in New Zealand, Australia, France, and the Netherlands. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No CEO Interview: Jack Kennedy sits down with Pat Murphy, Kinisla CEO 13 13 CEO Interview: Jack Kennedy sits down with Pat Murphy, Kinisla CEO full 6b517004-e2db-4aec-8f15-f91fdc1064ec https://share.transistor.fm/s/fc7ca918 Since 2021 Kerry Group plc have started to evolve their existing milk business into a stand alone business unit. In December 2024 Kerry shareholders and milk suppliers voted unamimously to take back the milk business into majority co-op ownership. This Kerry milk business that was previously called Kerry Dairy Ireland – now has been rebranded Kinisla. This podcast carries the full interview between Jack Kennedy and Kinisla CEO Pat Murphy.

]]> Since 2021 Kerry Group plc have started to evolve their existing milk business into a stand alone business unit. In December 2024 Kerry shareholders and milk suppliers voted unamimously to take back the milk business into majority co-op ownership. This Kerry milk business that was previously called Kerry Dairy Ireland – now has been rebranded Kinisla. This podcast carries the full interview between Jack Kennedy and Kinisla CEO Pat Murphy.

]]> Fri, 05 Jun 2026 11:35:34 -0700 Jack Kennedy Jack Kennedy 2740 Since 2021 Kerry Group plc have started to evolve their existing milk business into a stand alone business unit. In December 2024 Kerry shareholders and milk suppliers voted unamimously to take back the milk business into majority co-op ownership. This Kerry milk business that was previously called Kerry Dairy Ireland – now has been rebranded Kinisla. This podcast carries the full interview between Jack Kennedy and Kinisla CEO Pat Murphy.

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No If airlines can protect margins why can't dairy farmers? 14 14 If airlines can protect margins why can't dairy farmers? full 75e883ae-8f74-409b-82e0-f8254ba70d7f https://share.transistor.fm/s/2cfb3c20 If the airline industry can ride the storms of higher energy prices why can’t the dairy industry? Europe is playing catch up to the rest of the world on milk price risk management. The US dairy industry is leading the way on options for protecting margins. This week Jack Kennedy talks to global expert broker John Lancaster from StoneX on his experience, recommendations and advice on what the next steps should be. We also hear from farmers around the world as they prepare for calving in New Zealand and making winter feed in Europe. 

]]> If the airline industry can ride the storms of higher energy prices why can’t the dairy industry? Europe is playing catch up to the rest of the world on milk price risk management. The US dairy industry is leading the way on options for protecting margins. This week Jack Kennedy talks to global expert broker John Lancaster from StoneX on his experience, recommendations and advice on what the next steps should be. We also hear from farmers around the world as they prepare for calving in New Zealand and making winter feed in Europe. 

]]> Fri, 12 Jun 2026 11:44:04 -0700 Jack Kennedy Jack Kennedy 2115 If the airline industry can ride the storms of higher energy prices why can’t the dairy industry? Europe is playing catch up to the rest of the world on milk price risk management. The US dairy industry is leading the way on options for protecting margins. This week Jack Kennedy talks to global expert broker John Lancaster from StoneX on his experience, recommendations and advice on what the next steps should be. We also hear from farmers around the world as they prepare for calving in New Zealand and making winter feed in Europe. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Making milk work in New Zealand 15 15 Making milk work in New Zealand full dd60cb74-3a66-42b7-bfa5-5094b7b17110 https://share.transistor.fm/s/df67f370 With a new strategy in place for global dairy giant Fonterra, a template and a history in share farming and equity partnerships, and an industry that is treating livestock emissions differently to many other countries – the global dairy industry needs to hear more from New Zealand. This week the Milk Business podcast host Jack Kennedy talks to Nicola Shadbolt from New Zealand about some of the fundamental challenges to dairy farming and how the Kiwi's are managing these new changes. We also hear from milk suppliers from Denmark, the Netherlands, the UK, New Zealand and Australia. 

]]> With a new strategy in place for global dairy giant Fonterra, a template and a history in share farming and equity partnerships, and an industry that is treating livestock emissions differently to many other countries – the global dairy industry needs to hear more from New Zealand. This week the Milk Business podcast host Jack Kennedy talks to Nicola Shadbolt from New Zealand about some of the fundamental challenges to dairy farming and how the Kiwi's are managing these new changes. We also hear from milk suppliers from Denmark, the Netherlands, the UK, New Zealand and Australia. 

]]> Fri, 19 Jun 2026 10:17:32 -0700 Jack Kennedy Jack Kennedy 2620 With a new strategy in place for global dairy giant Fonterra, a template and a history in share farming and equity partnerships, and an industry that is treating livestock emissions differently to many other countries – the global dairy industry needs to hear more from New Zealand. This week the Milk Business podcast host Jack Kennedy talks to Nicola Shadbolt from New Zealand about some of the fundamental challenges to dairy farming and how the Kiwi's are managing these new changes. We also hear from milk suppliers from Denmark, the Netherlands, the UK, New Zealand and Australia. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Milk Mergers heat up as Europe sizzles 16 16 Milk Mergers heat up as Europe sizzles full ace2ee3f-52ff-4e0d-909a-66f0aefefbcc https://share.transistor.fm/s/de22eeaf With dairy companies announcing new mergers and acquisitions at renewed pace in 2026 this week podcast host Jack Kennedy talks to a global expert on why it's all happening and what dairy companies not in the M&A space need to consider. As Europe melts in extreme heat we are talk melting of a different sort this week as dairy companies around the world continue to merge, bolt-on, change, diversify, grow and develop. This week Dutch based expert Mark Voorbergen, an independent consultant working in the field of strategy, finance and mergers with global dairy companies joins us on the Milk Business Podcast to talk mergers, why now, and what next. 

]]> With dairy companies announcing new mergers and acquisitions at renewed pace in 2026 this week podcast host Jack Kennedy talks to a global expert on why it's all happening and what dairy companies not in the M&A space need to consider. As Europe melts in extreme heat we are talk melting of a different sort this week as dairy companies around the world continue to merge, bolt-on, change, diversify, grow and develop. This week Dutch based expert Mark Voorbergen, an independent consultant working in the field of strategy, finance and mergers with global dairy companies joins us on the Milk Business Podcast to talk mergers, why now, and what next. 

]]> Fri, 26 Jun 2026 08:29:39 -0700 Jack Kennedy Jack Kennedy 2546 With dairy companies announcing new mergers and acquisitions at renewed pace in 2026 this week podcast host Jack Kennedy talks to a global expert on why it's all happening and what dairy companies not in the M&A space need to consider. As Europe melts in extreme heat we are talk melting of a different sort this week as dairy companies around the world continue to merge, bolt-on, change, diversify, grow and develop. This week Dutch based expert Mark Voorbergen, an independent consultant working in the field of strategy, finance and mergers with global dairy companies joins us on the Milk Business Podcast to talk mergers, why now, and what next. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Hedging milk price - how dairy traders do it 17 17 Hedging milk price - how dairy traders do it full 76f4abcd-e060-4c8a-a827-3f60f97a0a15 https://share.transistor.fm/s/83d27805 Europe is well behind the US and New Zealand when it comes to milk price management tools for hedging milk price. This week host Jack Kennedy gets the insights of a trading expert John O'Driscoll who was globally trading dairy and other food commodities to hear his thoughts on risk management to make margins and returns more predictable and consistent. We also hear from milk suppliers around the world to keep a handle on what's happening supply. 

]]> Europe is well behind the US and New Zealand when it comes to milk price management tools for hedging milk price. This week host Jack Kennedy gets the insights of a trading expert John O'Driscoll who was globally trading dairy and other food commodities to hear his thoughts on risk management to make margins and returns more predictable and consistent. We also hear from milk suppliers around the world to keep a handle on what's happening supply. 

]]> Fri, 03 Jul 2026 09:03:59 -0700 Jack Kennedy Jack Kennedy 2611 Europe is well behind the US and New Zealand when it comes to milk price management tools for hedging milk price. This week host Jack Kennedy gets the insights of a trading expert John O'Driscoll who was globally trading dairy and other food commodities to hear his thoughts on risk management to make margins and returns more predictable and consistent. We also hear from milk suppliers around the world to keep a handle on what's happening supply. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Is the US dairy sector in top gear - is change on the way? 18 18 Is the US dairy sector in top gear - is change on the way? full eb81496a-f6b1-475f-bf65-3d166d0f38f4 https://share.transistor.fm/s/73f88cae The US dairy Industry is riding the crest of a wave – the processing sector is investing like never before – the US government and political institution really wants farmers and the dairy industry to thrive. Consumers can’t get enough dairy protein. This week, podcast host Jack Kennedy, talks to Mary Ledman, former head of dairy at Rabobank and a global expert who has spent her career talking to and working with the global dairy industry. We also hear updates from around the world on what's happening on milk supply, feed availability, milk pricing and recent innovation. 

]]> The US dairy Industry is riding the crest of a wave – the processing sector is investing like never before – the US government and political institution really wants farmers and the dairy industry to thrive. Consumers can’t get enough dairy protein. This week, podcast host Jack Kennedy, talks to Mary Ledman, former head of dairy at Rabobank and a global expert who has spent her career talking to and working with the global dairy industry. We also hear updates from around the world on what's happening on milk supply, feed availability, milk pricing and recent innovation. 

]]> Fri, 10 Jul 2026 07:20:50 -0700 Jack Kennedy Jack Kennedy 2406 The US dairy Industry is riding the crest of a wave – the processing sector is investing like never before – the US government and political institution really wants farmers and the dairy industry to thrive. Consumers can’t get enough dairy protein. This week, podcast host Jack Kennedy, talks to Mary Ledman, former head of dairy at Rabobank and a global expert who has spent her career talking to and working with the global dairy industry. We also hear updates from around the world on what's happening on milk supply, feed availability, milk pricing and recent innovation. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Where now for the UK dairy industry as milk supply crashes in the heat? 19 19 Where now for the UK dairy industry as milk supply crashes in the heat? full f920cf94-9a0c-408f-bbfa-d9d23b119782 https://share.transistor.fm/s/56c4f19a The English football team are coming home from the world cup. Irish dairy company Dairygold are selling part of their UK dairy business. New Zealand giants Fonterra are looking to once again supply large volumes into the UK dairy market, and weight loss medication is going on sale in the UK this week in tablet form – it’s all change at the top of the English milk business. This week Jack Kennedy talks to Chris Walkland about football, warm weather, Fonterra, rising UK farmgate milk prices, UK milk supply crashing, and he has some advice for Irish co-op Dairygold selling their UK soft cheese business. We also hear updates from milk suppliers from New Zealand, Germany, the Netherlands, England, Scotland, and Ireland. 

]]> The English football team are coming home from the world cup. Irish dairy company Dairygold are selling part of their UK dairy business. New Zealand giants Fonterra are looking to once again supply large volumes into the UK dairy market, and weight loss medication is going on sale in the UK this week in tablet form – it’s all change at the top of the English milk business. This week Jack Kennedy talks to Chris Walkland about football, warm weather, Fonterra, rising UK farmgate milk prices, UK milk supply crashing, and he has some advice for Irish co-op Dairygold selling their UK soft cheese business. We also hear updates from milk suppliers from New Zealand, Germany, the Netherlands, England, Scotland, and Ireland. 

]]> Fri, 17 Jul 2026 09:16:01 -0700 Jack Kennedy Jack Kennedy 2259 The English football team are coming home from the world cup. Irish dairy company Dairygold are selling part of their UK dairy business. New Zealand giants Fonterra are looking to once again supply large volumes into the UK dairy market, and weight loss medication is going on sale in the UK this week in tablet form – it’s all change at the top of the English milk business. This week Jack Kennedy talks to Chris Walkland about football, warm weather, Fonterra, rising UK farmgate milk prices, UK milk supply crashing, and he has some advice for Irish co-op Dairygold selling their UK soft cheese business. We also hear updates from milk suppliers from New Zealand, Germany, the Netherlands, England, Scotland, and Ireland. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Making high protein ice cream in Idaho 20 20 Making high protein ice cream in Idaho full 8145a64b-2183-4fa5-bf28-61bddb5f5d37 https://share.transistor.fm/s/3d38c8bf Idaho Milk Products have been in the milk protein game for nearly 20 years. Now they’ve just joined the ice cream game. Is it a pivot, is it more of the same? As wildfires sweep Europe Jack Kennedy talks to Idaho Milk Products CEO Daragh Mccabee as they have just invested over $200m US dollars in a new state of the art ice cream plant officially opened in May of this year. For almost 20 years they have led in the milk protein game – why the move into ice cream now? 

]]> Idaho Milk Products have been in the milk protein game for nearly 20 years. Now they’ve just joined the ice cream game. Is it a pivot, is it more of the same? As wildfires sweep Europe Jack Kennedy talks to Idaho Milk Products CEO Daragh Mccabee as they have just invested over $200m US dollars in a new state of the art ice cream plant officially opened in May of this year. For almost 20 years they have led in the milk protein game – why the move into ice cream now? 

]]> Fri, 24 Jul 2026 10:47:36 -0700 Jack Kennedy Jack Kennedy 2949 Idaho Milk Products have been in the milk protein game for nearly 20 years. Now they’ve just joined the ice cream game. Is it a pivot, is it more of the same? As wildfires sweep Europe Jack Kennedy talks to Idaho Milk Products CEO Daragh Mccabee as they have just invested over $200m US dollars in a new state of the art ice cream plant officially opened in May of this year. For almost 20 years they have led in the milk protein game – why the move into ice cream now? 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No US driving transformation of global dairy landscape - how and why? 21 21 US driving transformation of global dairy landscape - how and why? full c74ba2ae-f21b-49df-9267-28f140ac726d https://share.transistor.fm/s/f4231e1e Five ways the US are hammering the rest of the world on milk and why is American dairy different now to what it was before?

After considerable feed back on our two most recent US speakers – Mary Ledman and Darragh Maccabee I was contacted by a number of listeners asking why is the US scoring big on milk compared to the EU, and I got a good few ‘why does it matter’ type of questions. This week in 5 key points I want to summarise why I think the US is on a completely different track to EU milk and why America dairy now is different to what it was before. The global dairy landscape is undergoing a fundamental transformation that could reshape trade flows for the next decade.

]]> Five ways the US are hammering the rest of the world on milk and why is American dairy different now to what it was before?

After considerable feed back on our two most recent US speakers – Mary Ledman and Darragh Maccabee I was contacted by a number of listeners asking why is the US scoring big on milk compared to the EU, and I got a good few ‘why does it matter’ type of questions. This week in 5 key points I want to summarise why I think the US is on a completely different track to EU milk and why America dairy now is different to what it was before. The global dairy landscape is undergoing a fundamental transformation that could reshape trade flows for the next decade.

]]> Fri, 31 Jul 2026 12:00:00 -0700 Jack Kennedy Jack Kennedy 2177 Five ways the US are hammering the rest of the world on milk and why is American dairy different now to what it was before?

After considerable feed back on our two most recent US speakers – Mary Ledman and Darragh Maccabee I was contacted by a number of listeners asking why is the US scoring big on milk compared to the EU, and I got a good few ‘why does it matter’ type of questions. This week in 5 key points I want to summarise why I think the US is on a completely different track to EU milk and why America dairy now is different to what it was before. The global dairy landscape is undergoing a fundamental transformation that could reshape trade flows for the next decade.

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No August review of the Milk Business podcast content 22 22 August review of the Milk Business podcast content full 34e46600-db32-4229-ba5d-b75561c2885c https://share.transistor.fm/s/8f596e28 This week we take an August bank holiday recap and review of the last 20 episodes of the Milk Business podcast. We pull out the best bits - ask what has happened in that space since we published the particular podcast, and look forward to the next couple of months in the Milk Business. 

]]> This week we take an August bank holiday recap and review of the last 20 episodes of the Milk Business podcast. We pull out the best bits - ask what has happened in that space since we published the particular podcast, and look forward to the next couple of months in the Milk Business. 

]]> Fri, 07 Aug 2026 12:40:09 -0700 Jack Kennedy Jack Kennedy 845 This week we take an August bank holiday recap and review of the last 20 episodes of the Milk Business podcast. We pull out the best bits - ask what has happened in that space since we published the particular podcast, and look forward to the next couple of months in the Milk Business. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No CEO Interview; Jason Hawkins, Carbery on the future of milk in West Cork, Ireland 23 23 CEO Interview; Jason Hawkins, Carbery on the future of milk in West Cork, Ireland full 1417eaf4-e326-4c4a-b3f9-6db2808f95b4 https://share.transistor.fm/s/82789f88 The dairy protein industry is riding the crest of a wave – whey protein isolate and concentrate prices are orbiting where nobody ever expected – demand is off the charts. One of the very first companies globally to invest in membrane technology to essentially create these whey protein products was Carbery – a relatively small but niche Irish based company working out of South West Cork. Its not only milk protein that makes money for Carbery – taste and flavours have been good for business also. 

This week Jack Kennedy sits down with Jason Hawkins, CEO at Carbery. Previously Jason worked with Kerry and indeed Dairy Farmers of America so he is well known across the world. Carbery today is different to what it was even five years ago – they’ve grown the milk pool and invested into 'Synergy' - Carbery's taste and flavour business - so what next for Carbery? 
We also hear from milk suppliers around the world on what's happening and why or how it is impacting milk supply.

]]> The dairy protein industry is riding the crest of a wave – whey protein isolate and concentrate prices are orbiting where nobody ever expected – demand is off the charts. One of the very first companies globally to invest in membrane technology to essentially create these whey protein products was Carbery – a relatively small but niche Irish based company working out of South West Cork. Its not only milk protein that makes money for Carbery – taste and flavours have been good for business also. 

This week Jack Kennedy sits down with Jason Hawkins, CEO at Carbery. Previously Jason worked with Kerry and indeed Dairy Farmers of America so he is well known across the world. Carbery today is different to what it was even five years ago – they’ve grown the milk pool and invested into 'Synergy' - Carbery's taste and flavour business - so what next for Carbery? 
We also hear from milk suppliers around the world on what's happening and why or how it is impacting milk supply.

]]> Fri, 14 Aug 2026 09:46:56 -0700 Jack Kennedy Jack Kennedy 3213 The dairy protein industry is riding the crest of a wave – whey protein isolate and concentrate prices are orbiting where nobody ever expected – demand is off the charts. One of the very first companies globally to invest in membrane technology to essentially create these whey protein products was Carbery – a relatively small but niche Irish based company working out of South West Cork. Its not only milk protein that makes money for Carbery – taste and flavours have been good for business also. 

This week Jack Kennedy sits down with Jason Hawkins, CEO at Carbery. Previously Jason worked with Kerry and indeed Dairy Farmers of America so he is well known across the world. Carbery today is different to what it was even five years ago – they’ve grown the milk pool and invested into 'Synergy' - Carbery's taste and flavour business - so what next for Carbery? 
We also hear from milk suppliers around the world on what's happening and why or how it is impacting milk supply.

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Tracking milk market sentiment as GDT rises 24 24 Tracking milk market sentiment as GDT rises full 32ad3f47-6f6b-4608-b318-19c76c647275 https://share.transistor.fm/s/76f5e2b1 Sentiment on dairy markets is improving – this week we wrap up some of the key drivers of milk market sentiment in the key milk producing parts of the world that impact on global dairy trade which in turn impact farm gate milk price into the future. We also hear from our contributors in New Zealand, Denmark, Germany, France, England, Scotland and Ireland about what's happening or in the news in each country. 

]]> Sentiment on dairy markets is improving – this week we wrap up some of the key drivers of milk market sentiment in the key milk producing parts of the world that impact on global dairy trade which in turn impact farm gate milk price into the future. We also hear from our contributors in New Zealand, Denmark, Germany, France, England, Scotland and Ireland about what's happening or in the news in each country. 

]]> Fri, 21 Aug 2026 11:19:16 -0700 Jack Kennedy Jack Kennedy 2198 Sentiment on dairy markets is improving – this week we wrap up some of the key drivers of milk market sentiment in the key milk producing parts of the world that impact on global dairy trade which in turn impact farm gate milk price into the future. We also hear from our contributors in New Zealand, Denmark, Germany, France, England, Scotland and Ireland about what's happening or in the news in each country. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No New Zealand dairy land sales rise 30% as 10 dollar payout looms for 2026 25 25 New Zealand dairy land sales rise 30% as 10 dollar payout looms for 2026 full 09091a7f-267d-4d13-9a16-1778029038be https://share.transistor.fm/s/2b6e8d93 This week Jack Kennedy talks to economist Matt Dilly from ANZ bank in New Zealand about the 30% rise in dairy land sales in New Zealand, and how the El Nino might impact on New Zealand dairy farming. We hear about drone spraying and spreading in Australia, we hear about 'Shamonda like' virus in the Netherlands and maize yields only half of what was expected in Southern England. 

]]> This week Jack Kennedy talks to economist Matt Dilly from ANZ bank in New Zealand about the 30% rise in dairy land sales in New Zealand, and how the El Nino might impact on New Zealand dairy farming. We hear about drone spraying and spreading in Australia, we hear about 'Shamonda like' virus in the Netherlands and maize yields only half of what was expected in Southern England. 

]]> Fri, 28 Aug 2026 09:27:30 -0700 Jack Kennedy Jack Kennedy 1971 This week Jack Kennedy talks to economist Matt Dilly from ANZ bank in New Zealand about the 30% rise in dairy land sales in New Zealand, and how the El Nino might impact on New Zealand dairy farming. We hear about drone spraying and spreading in Australia, we hear about 'Shamonda like' virus in the Netherlands and maize yields only half of what was expected in Southern England. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Will higher farmgate milk prices lift supply in Europe? 26 26 Will higher farmgate milk prices lift supply in Europe? full b625d4c2-4fa3-4a0f-a8c1-5768e200b160 https://share.transistor.fm/s/02a69097 This week Jack Kennedy talks to milk suppliers from all over Europe about how they are going to react to rising farm gate milk prices and what milk supply is doing in each country as it counts the cost of the long dry summer. We also hear from Australia, and New Zealand as they reach the end of calving and milk supply starts to crank up. 

]]> This week Jack Kennedy talks to milk suppliers from all over Europe about how they are going to react to rising farm gate milk prices and what milk supply is doing in each country as it counts the cost of the long dry summer. We also hear from Australia, and New Zealand as they reach the end of calving and milk supply starts to crank up. 

]]> Fri, 04 Sep 2026 11:29:45 -0700 Jack Kennedy Jack Kennedy 2083 This week Jack Kennedy talks to milk suppliers from all over Europe about how they are going to react to rising farm gate milk prices and what milk supply is doing in each country as it counts the cost of the long dry summer. We also hear from Australia, and New Zealand as they reach the end of calving and milk supply starts to crank up. 

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Arla - understanding their model of co-operation 27 27 Arla - understanding their model of co-operation full 6de04d9a-db94-4172-a560-a83a4189fafd https://share.transistor.fm/s/c14ab6e7 Arla - one of the most successful if not the most successful cross border co-ops. Where often neighbouring co-ops can’t sit in the same room Arla have taken co-operation to the next level in a period of 25 years. This might sound like a long time but in generational co-operation across countries it’s absolutely not. Arla last week announced excellent half year results - so this week because Jack Kennedy was inundated with queries he decided to do something different and just stand back to admire and understand a bit more about how Arla operates. Net profit jumped 35% to €213m on group sales up 1.3% to €7.6bn

]]> Arla - one of the most successful if not the most successful cross border co-ops. Where often neighbouring co-ops can’t sit in the same room Arla have taken co-operation to the next level in a period of 25 years. This might sound like a long time but in generational co-operation across countries it’s absolutely not. Arla last week announced excellent half year results - so this week because Jack Kennedy was inundated with queries he decided to do something different and just stand back to admire and understand a bit more about how Arla operates. Net profit jumped 35% to €213m on group sales up 1.3% to €7.6bn

]]> Fri, 11 Sep 2026 14:27:17 -0700 Jack Kennedy Jack Kennedy 994 Arla - one of the most successful if not the most successful cross border co-ops. Where often neighbouring co-ops can’t sit in the same room Arla have taken co-operation to the next level in a period of 25 years. This might sound like a long time but in generational co-operation across countries it’s absolutely not. Arla last week announced excellent half year results - so this week because Jack Kennedy was inundated with queries he decided to do something different and just stand back to admire and understand a bit more about how Arla operates. Net profit jumped 35% to €213m on group sales up 1.3% to €7.6bn

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No Tracking dairy market sentiment 28 28 Tracking dairy market sentiment full b13614b2-929b-41c2-b716-b633fcc14af9 https://share.transistor.fm/s/5654de4e As New Zealand heads for peak milk, Europe recovers from its summer drought and the US continues to pump more milk onto global markets what is the outlook and the mood music for September and October on global  dairy markets. This week Jack Kennedy maps market sentiment with John Lancaster from StoneX.

We also hear from milk suppliers from the North Island and South Island of New Zealand, England, France, the Netherlands and Ireland.

]]> As New Zealand heads for peak milk, Europe recovers from its summer drought and the US continues to pump more milk onto global markets what is the outlook and the mood music for September and October on global  dairy markets. This week Jack Kennedy maps market sentiment with John Lancaster from StoneX.

We also hear from milk suppliers from the North Island and South Island of New Zealand, England, France, the Netherlands and Ireland.

]]> Fri, 18 Sep 2026 14:35:36 -0700 Jack Kennedy Jack Kennedy 1864 As New Zealand heads for peak milk, Europe recovers from its summer drought and the US continues to pump more milk onto global markets what is the outlook and the mood music for September and October on global  dairy markets. This week Jack Kennedy maps market sentiment with John Lancaster from StoneX.

We also hear from milk suppliers from the North Island and South Island of New Zealand, England, France, the Netherlands and Ireland.

]]> Dairy, protein, milk, AgriBusiness, Global, dairyfarming, weight loss, glp1, No