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 Thu, 21 May 2026 14:44:43 -0700 Thu, 21 May 2026 14:45:11 -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