John Stevenson
speaker
50 appearances
3 recordings
1 series
first heard May 2026
last heard 14 Sep
John Stevenson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.
Appearances
We start pretty early in the morning, Mike, so it's not at the pub, I can tell you that, but it's certainly a lot of people I feel are sitting on it at the moment.
There's a few that are sitting in bank accounts and
And things, you know, input costs like fertiliser in particular, 30% of that goes through the Strait of Hormuz and we're seeing DAP and urea up above 20% on last year.
So that's certainly got people sitting on their hands a little bit.
That's what we're hearing, certainly on the fertiliser side of things as well.
I think there'll be some tail on that.
I know of farmers, particularly cropping farmers, that do supply our dairy industry, a lot of them have stored furt and sheds in anticipation of either supply or price challenges in the spring.
Certainly, like the dairy NZ break-even milk price at the moment is at $8.36.
I'd expect that to creep up a bit, but, you know, there's still a decent margin in there, which, you know, is really good for farmers as they look to invest in technology, improve their efficiency and all that sort of thing.
One of the most efficient dairy industries in the world.
But if we stand still, we go backwards.
So farmers are pretty motivated to improve that, Mike.
John Stevenson, who's the Pontera Cooperative Council Chair with us this morning.
That seems about right, but hey look, the Fonterra boards make the decision on that.
They have a lot more information than us, so we'll leave that to them on Thursday.
I know of farmers, particularly cropping farmers, that do supply our dairy industry, a lot of them have stored furt and sheds in anticipation of either supply or price challenges in the spring.
Certainly, the dairy NZ break-even milk price at the moment is at $8.36.
Repair job is probably the way I'd describe it.
You know, budget where there's nothing to give away, really no room to move as far as I can see.
The economy is just way too weak and the inflation is coming from things that are not the usual set of worries.
Showing 21–40 of 50 · page 2 of 3
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