Podcasts about Oceania

Arj Barker! Comedian! Actor! Friend! Delight! More! Arj's new comedy album The Mind Field is out now from Blonde Medicine! We have a great talk and you can have a great listen! ABOUT ARJ BARKER: Barker started his comedy career in the 90s as a dare but quickly dropped out of college to focus on the craft. Through the years he developed his distinct performance style, characterized by heavy sarcasm, absurd logic, and a stage persona that blends unwavering confidence with hilarious ignorance. After 35 years of late-night stand-up sets, acting and writing for the stage and on TV, and headlining shows of all sizes, he remains a beloved, globe-trotting powerhouse in the contemporary comedy landscape. On The Mind Field, Arj Barker encourages the audience to reflect on questions insufficiently explored by science: What is consciousness? Is it stored in the brain or is there a bigger reality somewhere beyond our minds? "Having lost my best friend quite suddenly a few years ago, these questions took on more urgency, and this stand up that formed around that." says Arj.  On the album he also explores equally important topics like meditation, masturbation, and travelling over an hour to eat mediocre pizza. Barker wraps up the album with a song about drinking too much coffee in Australia, which he brings to life with a harmonica, inspiring the audience to sing along.  MORE ABOUT ARJ BARKER: Acclaimed stand-up comedian and actor Arj Barker's early career took shape in San Francisco during the early 90s, where he hosted a regular open-mic night at Café Nuvo. His breakthrough arrived in 1997 when he won the prestigious Perrier Best Newcomer Award at the Edinburgh Fringe Festival. He became a frequent fixture on late-night TV, making multiple stand-up appearances on Late Night with Conan O'Brien, The Tonight Show, and The Late Show with David Letterman. He has hosted many Comedy Central Presents specials, co-written and starred in the Off-Broadway parody show The Marijuana-Logues in 2004 and joined the cast of the hit HBO sitcom Flight of the Conchords in 2007. For decades Barker has been a headline regular and record-breaking ticket seller at the Melbourne International Comedy Festival and the Adelaide Fringe. Now living in Australia, Barker has achieved monumental status as an adopted superstar there. His widespread appeal across Oceania has been bolstered by regular appearances on major Australian television programs such as Thank God You're Here, Rove, and Spicks and Specks. He has released several top-selling comedy albums and live specials, including the ARIA award winning DVD Organic and co-wrote and starred in The Nut Farm in 2024. FOR EVEN MORE ABOUT ARJ BARKER... LISTEN TO THE PODCAST! PS This is only the first half of our converasation. For part two, subscribe via Apple Podcasts OR simply click on over here to Patreon! Enjoy! Thank you!​

Show Notes This week: we're exhausted from Anime NYC so please enjoy this first episode from our Patron-exclusive bonus series Nina's Revenge! Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.comRead transcript

In this “Articles of News” episode, Richie and Verlin (our resident News Wizard) are tackling a packed listener inbox, playing a pretty wild Old Testament version of Smooch, Marry, Kill, and breaking down all the biggest stories happening around the Church right now. Banter & The Listener Inbox Verlin is joining us straight from the 1994-era Durham, North Carolina stake office—getting ready for some weekend ward cleaning and a massive “pig pickin'” (smoked pork and banana pudding, anyone?). Meanwhile, Richie recaps a high-energy DJ gig for the Nightingale nursing group and calls out listener Jack Marinello to step up his game in the Facebook comments. Plus, we dive into a great email from Chris about navigating the “Moco” (Mormon Corridor) and the tricky balance of separating actual gospel principles from institutional church culture. Global Church Leadership & Events Happy 94th Birthday to President Oaks! We chat about his first international trip as the 18th President of the Church to dedicate the Belo Horizonte, Brazil temple. We also touch on Elder Patrick Kearon’s powerful message at Education Week to a crowd of 15,000, where he urged everyone to “stop earning their worth.” Also on the docket: Elder Rasband’s MTC address on the current global missionary surge, Elder Villar championing religious freedom down in Peru, and the Institute centennial broadcast out of Johannesburg. Policy, BYU & Institute Updates What do you guys think about the new, 25-minute-shorter Sunday block schedule? We cover that, along with the digital release of 10 joyful new hymns and the new ward-level event RSVP feature rolling out on the app. Over in Provo, Education Week just wrapped up with 16,000 attendees focusing on Charity, and the new BYU School of Medicine announced an upcoming “Christ-Centered Physician” conference. Plus, Seminary and Institute enrollment has officially topped 1 million globally, thanks in large part to the “Invite a Friend” initiative. Culture & Retention Trends We dig into some shifting demographics today, specifically a BYU Studies report on the sharp decline in church retention among Gen Z women. We discuss the commentary pointing to politics, purity culture, and feelings of powerlessness as driving factors. We also look at some interesting Gallup data comparing lower European church participation to the high devotion metrics seen in Africa, Asia, and Oceania. Finally, we share a laugh over a story about a YSA who shaved her head just to deter unwanted dates, and we discuss the viral Friend magazine article asking, “Are there any girl bishops?” Question of the Week: We want to hear from you! What was your biggest takeaway from Elder Kearon’s message about slowing down and no longer trying to “earn your worth”? The Cultural Hall, Articles of News, LDS podcast, Mormon Corridor, Smooch Marry Kill, Durham North Carolina, President Oaks, Belo Horizonte temple, Elder Kearon, Education Week, Elder Rasband, religious freedom, church schedule change, new hymns, BYU School of Medicine, Seminary and Institute, Gen Z retention, YSA dating, girl bishops The post Pig Pickin and cry for help AoN – 1062 appeared first on The Cultural Hall Podcast.

Show Notes This week on MSB, could this feeling I'm feeling be the feeling... of friendship? As their support crews head to Neo Hong Kong for the Gundam Fight finals, the boys of the shuffle alliance hang around a little while longer hoping to reconnect with their best bro, inspiring Nina to think deep thoughts about the philosophical side of them martial arts and giving Thom a great idea to save and/or destroy the world. Ready? Go! Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.comRead transcript

Con il nostro Boris Sollazzo parliamo di "Oceania" live action tratto dal film di animazione, diretto da Thomas Kail con Catherine Lagaʻaia nel ruolo di Vaiana e Dwayne Johnson e di "Maldoror" di Fabrice Du Welz con Anthony Bajon, Alba Gaïa Bellugi, Alexis Manenti, Sergi López.Cosa Vedremo: I film dell'autunno inverno dalle voci dei distributori. Interviste raccolte da Chiara PizzimentiSpazio all'horror con Emanuele Di Nicola, critico ed esperto di genere, che ci racconta "Insidious" horror diretto da James Wan con Patrick Wilson, Rose Byrne, Ty Simpkins e "Camp Miasma" scritto e diretto da Jane Schoenbrun e con protagoniste Hannah Einbindger e Gillian Anderson."Terminator 2" torna in sala 35° anniversario restaurato 4K.

Show Notes This week on MSB, in an episode thick with subtext, Domon is the belle of the ball and everyone wants to be on his dance card, George realizes that it's hard to find good help these days, and Raymond faces the greatest foe of all: time. Isn't male friendship nice? Plus stick around after the talkback for a rapid fire reference research rundown as Thom breaks down the new Neo French mobile suits/fighters. Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.comRead transcript

KRG (Kahuna research group) is a non-profit group started by Zach Royer in 2011, and has now been granted non-profit status , and eligible for grants to continue the great work started in Sacred Sight. This group will allow the team to begin its mission and uncovering new sites on Earth, with its specific target, Oceania. If funding comes about, we will be able to acquire equipment to become our own research team , in finding clues of the ancient past to understand our lost history better. This possibly will create employment for those interested. This goes hand in hand with the Sacred Sight series and will become the next move in this mission that's come upon us.Check out the website: https://www.kahunaresearchgroup.orgShow website:⁠https://www.chantitdownradio.com/⁠Youtube: ⁠https://www.youtube.com/channel/UCmTlBzFViiv58N4_K9On0UQ⁠Instagram: ⁠https://www.instagram.com/chantitdown/⁠Telegram:⁠https://t.me/chantitdown⁠Odysee: ⁠https://odysee.com/@chantitdownradio:c⁠Rumble: ⁠https://rumble.com/user/Chantitdownradio⁠Please help support the show. Subscribe, leave reviews, help algorithms find the show. Support the show if possible.Support Luemas in his new documentary series  join Patreon and get the extra show: Afterthoughts : ⁠https://www.patreon.com/Luemas⁠See Sacred Sight: https://www.sacredsight.info⁠https://www.chantitdownradio.com/store.html⁠Chant it down t-shirts: https://chant-it-down-store.creator-spring.com/listing/chant-it-down-logo

In this episode, Charlie Horner and Ted Menmuir analyse Tabcorp's acquisition of BetMakers, exploring its strategic implications for the Australian betting market, racing operations, and future industry trends.Key TopicsTabcorp's acquisition of BetMakers and its strategic implicationsThe role of racing technology in Tabcorp's growthMarket consolidation and industry competition in AustraliaRegulatory environment and its impact on betting operatorsFuture trends in Australian and Oceania betting marketsHost: Charlie HornerGuest: Ted MenmuirProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

Show Notes This week on MSB, Domon takes a seat on the sidelines while Argo and Sai Saici answer the eternal question: can big guys and little guys be friends? Meanwhile, Schwarz Bruder takes a weird approach to coaching, Rain is feeling inspired, the monks fall from grace, Thom thinks Nastasha should take matters into her own hands, and Nina wants to know what we're doing here of all places. Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.comRead transcript

Lynne Shori grew up with her hero dad, thinking her Papua New Guinean mother was dead. As an adult, she discovered the truth and set about finding her lost family.When Lynne was growing up, it was just her and her dad.Lynne's dad was her hero; he was different and adventurous but she always felt safe with him when they went on hair-raising adventures together in the Highlands of Papua New Guinea.He had always told Lynne that her mum had died in childbirth.But when she became an adult, Lynne discovered this wasn't true.Just as she turned 40, Lynne set off to a remote island in northern Papua New Guinea to discover the truth of her family story.Once she started gathering all the answers to her lifelong questions, Lynne and her father then set about healing their own, very special relationship.Find out more about Wantaim PNG, and the work they're doing across remote Papua New Guinea, online.This episode of Conversations was produced by Meggie Morris. Executive Producer is Nicola Harrison.It explores the Pacific, Pasifika, family origin stories, Stolen Generations, charity work, tok Pisin, Manus Island, father daughter relationships, mixed race children, Australia's relationship with PNG, sanitation, education, discovering your truth, mental health, mother daughter relationship, Melanesian culture, family, siblings, blended families, Oceania, geopolitics, knowing your parents, therapy, estrangement, reunion, forgiveness, grief, identity, Sydney, finance, mid-life crisis, rehab, sense of community, family secrets.To binge even more great episodes of the Conversations podcast with Richard Fidler and Sarah Kanowski go the ABC listen app (Australia) or wherever you get your podcasts. There you'll find hundreds of the best thought-provoking interviews with authors, writers, artists, politicians, psychologists, musicians, and celebrities.

For a people living thousands of kilometres from their ancestral homeland, what does it mean to stay connected? And how are those connections sustained across generations?In this episode, we explore the history of the Moluccan community in the Netherlands and how a thriving diaspora of more than 70,000 people continues to nurture deep ties to the Moluccan Islands. We also discuss how many Moluccan communities are reconnecting with the wider Pacific, strengthening relationships and revitalising shared cultural identities.Joining us is educator, historian, and curator Wim Manuhutu, who offers invaluable insights into the history of the Moluccan diaspora, the community's resilience, and what it means to be Moluccan today.Send us Fan MailThe Moanan is a Pacific-lef social enterprise based in Auckland, Aotearoa. We're building a global community of thinkers, creatives, and change-makers rooted in Oceania. Whether you're from the islands or just island-curious, join our community:Website: themoanan.comInstagram: @themoananEmail: hello@themoanan.com

We’re excited to have Will Loux, senior vice president of global economic affairs for the U.S. Dairy Export Council, join us to share his presentation of the future of U.S. dairy exports. For years, the U.S. dairy export portfolio has leaned heavily on nonfat dry milk, skim milk powder, lactose and lower-protein whey products. But our exports are changing. In the latest episode of The Milk Check, host Ted Jacoby sits down with Will Loux to break down the changing U.S. export picture. In this episode, we cover: Why U.S. dairy exports are moving toward cheese, fats and higher-value proteins How domestic protein demand is pulling skim solids away from dryers Why more cheese may be produced partly to create additional whey protein How exports are absorbing a larger share of new U.S. cheese production Where Latin America offers room for additional cheese growth What it will take for U.S. butter exports to become more consistent and profitable The U.S. has the milk. It has new processing capacity. And it is capturing a growing share of international cheese demand. But growth creates new challenges. Are you ready to meet them? Listen to The Milk Check episode 104: Can the U.S. Keep Its Dairy Export Advantage? Also available on: Amazon Music, Apple Podcasts, Spotify, and YouTube. Got questions? We'd love to hear them. Submit below, and we might answer it on the show. Ask The Milk Check Transcript: Ted Jacoby III: [00:00:00] Coming up on the Milk Check. Will Loux: What I’ve heard from folks in Europe and elsewhere is how do they manage the U.S. tsunami of exports that’s coming? And I think that, at the Export Council, it makes me excited, but it does mean we need to keep our strategies current. Ted Jacoby III: Welcome to the Milk Check from T.C. Jacoby & Co., your complete guide to dairy markets, from the milking parlor to the supermarket shelf. I’m Ted Jacoby. Let’s dive in. Ted Jacoby III: Today, we are very excited to have Will Loux, Senior Vice President of Global Economic Affairs for the U.S. Dairy Export Council joining us.  A few weeks ago I saw a presentation that Will gave that talked about where the U.S. dairy industry is going, especially from an international perspective. It was an absolutely fantastic presentation, and I couldn’t help but think that just this presentation alone would be an absolutely fantastic topic for our podcast.  I have a bunch of our traders joining us, many of our usual suspects, including: Ted Jacoby III: Diego Carvallo, Joe Maixner, Miguel Aragon, Mike Brown, all from our trading team. Guys, thanks for joining us. Will, thank you so much for joining us. It’s great to see you again. Will Loux: Good to see you, Ted. Thanks for having me on. Ted Jacoby III: Excited to have all of our listeners listen to this. Will, the floor is yours. Will Loux: Perfect. Well, thank you for having me, Ted, and glad to have so many people on here and another audience for this presentation. I’ve got some slides. For those of you like me who will listen to this podcast usually while driving, feel free to go check it out on YouTube. I am also gonna do my best to reference what is in those slides as best I can remember to do so. But what is the future of U.S. dairy exports? What we’ve seen, really over the last twenty-five years, has been this tremendous, consistent growth, in aggregate U.S. dairy exports. We just got May data, and what we saw was on an annualized basis over the last twelve months, the U.S. actually set a new record again. So our exports have never been higher than they are today. But that said, our exports look fundamentally different than what they did 20 years ago. Before, when we were getting started with exports, 75, 80% of our exports were really driven by nonfat dry milk, and low-protein whey products, and lactose. That’s been the vast majority of our portfolio for much of this time, and we’ve had a few different eras where we’ve seen U.S. cheese exports picked up, especially around 2014 when the world was short of milk and we saw U.S. cheese and butter go overseas. But then we saw that stagnate for a few years. Now, what we’ve seen since COVID has been this tremendous growth of these more value-add products, these specialty products. I believe the U.S. is moving towards a portfolio in the export market that looks a lot like cheese, fats, and proteins. And that’s gonna be the core of our exports, I think, going forward because the U.S. dairy industry is really kind of, I consider it an evolution rather than, like, a true revolution. But this is one of those facets that I think is really interesting to see is the U.S. has consistently been growing its exports, unlike a [00:03:00] lot of other supply origins. But this is one that I think as we go forward I’m really excited about. But it’s gonna change how we need to think about exports over the next few years. Ted Jacoby III: Will, it sounds like what you’re saying is not only are we seeing the total volume of exports go up, but the dollar per pound value is even going up faster because we’re switching away from that low-cost carb portfolio to a much higher-value protein, fat, et cetera portfolio. Fair to say? Will Loux: I think that’s exactly right. I think there are implications for that, too.  That if the U.S. is moving out of perhaps exporting as much skim milk powder or sweet whey because we’re instead making UF milk or cottage cheese or yogurt or high-protein whey, well, there’s still demand overseas for that sweet whey and for that skim milk powder. But now, it’s actually getting supplied by a few other countries, too. So, we do have to keep all of these things in mind. But to me, I think we’re moving up the value chain as the U.S., and what I’ve heard from folks in Europe and elsewhere is how do they manage the U.S. tsunami of exports that’s coming? And I think that, at the Export Council, it makes me excited, but it does mean we need to keep our strategies current with where we’re gonna go in the future. One of the things that I’ve noticed here over the last really few months but even going back to last year has been a real shift in how the U.S. dairy market is balancing itself. I would argue that for the last really 20 years, to be frank, but at least for the last 15 years, the U.S. dairy market has largely been balanced to domestic fat demand. Yes, we did see, certainly, exports of cheese grow over this time, so I don’t want to discount that as a butterfat-heavy product, but for the most part, what we’ve seen has been the U.S. has consistently balanced with where domestic demand for butterfat has grown, and then we’ve exported the skim solids largely in the form of nonfat dry milk and sweet whey overseas. What we’ve seen here over the last several years has been the U.S. switching from a traditionally balancing to domestic milkfat demand, where we’ve seen butter consumption grow, whole milk consumption grow. U.S. milk production, U.S. dairy production grew with that. And then, we exported the additional skim solids in the form of nonfat dry milk, sweet whey, high protein whey, lactose. Those products were the ones that we were really exporting. Now, what I think is happening is the U.S. is no longer really balancing to fat anymore. We’re in this precarious balance right now. We’re not quite balanced to protein yet, and we’re not quite balanced to the beef market yet because we still have high prices for protein. We don’t have enough of it to go around. We don’t have enough beef for the beef market to go around, but we also have more milk fat than the domestic market can consume. And so we’ve seen these exports really rise. So, I think what we’re seeing right now is the U.S. being pulled in different directions, and the U.S. exports as we go forward here over the next few years is in some ways at a crossroad as to which of these routes do we go. Do we swing back to balancing to milk fat, which would mean we’re probably short of protein, or do we start balancing more to protein, which means we’re gonna need to find homes for a heck of a lot more cheese and butter in the next few years. [00:06:00] Because to me, at least, if you look at the beef market, from a dairy farmer’s perspective, you are still seeing that incentive to add additional cows just based on the returns on the beef side of things. And because of that incentive to hold the dairy cows longer to get the additional black calf, also with that breeding the best of the best in the young stock, we are just seeing the largest milking herd since the 1990s and the lowest replacement herd since the 1970s. And everything we’re seeing on the beef cattle side of things would suggest this isn’t slowing down anytime soon. But from the U.S. perspective, I think what this means is we’re gonna continue to see more milking cows around, and those cows are getting more productive than ever before. And even as we’re seeing this surge in milk production, I think on a component basis, last year in in 2025 we were up 3.8%. This year we’re up not quite at 3%, but still pretty darn close. Even as we see this growth of milk, these additional black calves coming on the market, we actually still don’t see enough protein hitting the dairy markets right now. And so, what we’re seeing is even as we see this huge surge in cottage cheese production and yogurt production, my personal opinion is yogurt doesn’t get enough credit for this protein rally. It’s like 10X the volume of cottage cheese, but what we’re seeing right now is this pull of protein. I think this pull of protein is predominantly domestic. We’re seeing UF beverages, we’re seeing yogurts, we’re seeing cottage cheese, we’re seeing everything that whey protein can go into from cereals to snacks to beverages. All of that protein pull is basically sucking protein and skim solids that had been going to the export market back into the U.S. By virtue of that, we’re also seeing U.S. cheese production need to increase, not so much for the cheese demand that we’re seeing here in the United States, but rather for the whey demand that we’re seeing here as well. The cheese has really become that co-product of the whey stream. I think even conversations that I’ve had with U.S. manufacturers of, “How can I get more whey protein without building a new cheese plant” is part of the consideration. One of the things that we’ve looked at over this time has really been where is this protein in the United States going? Because we’ve seen U.S. milk production rise, U.S. milk protein production rise in the sense of protein out of the cow, but we still have less nonfat dry milk and skim milk powder than we had a year ago. What I’ve noticed over this time has been certainly the cheese vat continues to get first dibs on most of that protein. Even in the May data that we got out of USDA, you saw cheese production was up, even when nonfat dry milk was sitting at sky-high levels north of $2.00. What we’re really seeing right now is we’re pulling milk out of the dryers and either putting it into the cheese vat or putting it into these other high-protein products and the like. What that is doing is that’s shifting our export mix. So far this year, our exports of skim milk powder, amazingly, are flat somehow. But if [00:09:00] you look at our May exports of nonfat dry milk and skim milk powder, they were down 20%, and I think that’s reflective of that, and we were down last year. What we’re seeing has been the U.S. is moving out of some of these carb-heavy, as you talked about, Ted, to these more higher value uses for these products. And even nonfat dry milk production picked up in May, but it’s not that we pulled milk out of the yogurts or out of the cottage cheese or out of the natural cheese itself, it’s that we stopped making skim milk powder and instead made nonfat dry milk. This is really where we’re seeing this pull of protein, either in the form of beef necessitating more cows or necessitating more capacity to make whey proteins, milk proteins, UF products, or just high-protein dairy products. All of that pulled together is sending a, “Let’s go make more milk.” Contrasting that, you have cheese and fats, which at this point right now, and historically this isn’t too unusual, but it is something different than we’ve really seen over the last few years, has been this export push of cheese and dairy fats in the form of predominantly butter, AMF, and to a lesser extent whole milk powder. What we’re seeing here has really been this shift where right now I think we’re growing our milk production as fast as the international market can absorb our cheese and fats. Because if you look here, since COVID, what we’ve seen is about 36%, over a third of the new cheese that’s been manufactured in the United States, has gone to export. If you think about that historically, about 5% of the new cheese in the previous decade went to exports. And now we’re at 35%. And if you look at the last two years, it’s north of 65% has gone to exports. As we’re building these new cheese plants, in part for the whey, there is that eye towards, “Okay, where are we going with this cheese?” And it’s gotta be overseas. Within that, too, the United States is actually the one capturing what is a growing global market. It’s not just that the U.S. is flooding the market with less expensive cheese, it’s that global cheese demand is growing, and the U.S. is the one capturing that. Because if you look, since COVID, the U.S. has captured about 60% of that new cheese demand that’s happening overseas, and that’s really been coming from the United States. Europe’s grown their cheese exports too, so has New Zealand. Australia’s basically flat, but the rest of the world evens up. The difference here is that the United States is really the one capturing this demand growth because we have the milk, we have the cheese, and that’s really where I think the U.S. has managed to expand its footprint, be a more consistent exporter, and really break into new markets that it hasn’t before. But we’ve been in cheese for a while. Granted, it’s at a different scale today than what it has been. We were up 20% last year in cheese exports. This year we’re up about 25% so far this year. We continue to surge in our cheese exports. The difference that is new this time around is, fundamentally, that we’re seeing this expansion come not [00:12:00] just in cheese as our primary vehicle to export the fat and casein, but also in fat-heavy products, predominantly butter, but also AMF and whole milk powder, too. That you’re seeing the United States now, for every, load of high-protein beverages, you’re gonna have a load of cream that you’re gonna need to deal with, or multiple loads of cream that you’re gonna have to deal with, and that’s now going overseas. Domestic demand for butter is still going strong. Domestic demand for whole milk continues to grow. The difference is we’ve just grown production faster than that domestic demand. And so, you pull this all together, and I really think we’re seeing an evolution in our portfolio for exports. Cheese by value is now our biggest export product, and you’ve seen fats and proteins continue to grow within that portfolio, as well, from a value perspective. While we’ve seen nonfat dry milk, low protein whey, lactose, those have really been flat to declining over this timeframe. And so, if you look at that incremental growth that we’ve seen in our U.S. dairy exports since COVID, again, what we’ve seen is our two biggest stars during this period have been cheese and fats, and I think protein in the long run is still really optimistic to me. But you pull this all together, the U.S. is still gonna be a major player in skim milk powder, sweet whey, whey permeate, lactose. But if you look at where our exports are gonna grow in the future, those are really some of the key products. What do you all think about this as kind of a argument here for where our U.S. dairy exports are going? Joe Maixner: That’s been exactly what we’ve been discussing for the past six plus months, that our supply is going to continue to outpace the domestic demand. So 100% agree with everything you said in this, Will. I think that butter will continue to become a major player in the export market. Miguel Aragón: In my case, being out there in the trenches, I see this day in, day out. The penetration of U.S. cheese and butter, especially right now. We know the soaring ingredients, but cheese and butter especially, every day you could see it more and more in the marketplace. Something really interesting that you said at the beginning: If we’re gonna produce more cheese, we’re gonna have to find a place for it. We know the numbers, we see the numbers. It’s an amazing story. But right now, as we speak, that is replicating in Central America. You guys see it at the U.S. DEC. And I just came back from Colombia. The opportunity is there for us, as long as we keep doing what we’re doing now and looking at the market, adapting to the market, adapting to what the market is asking us for, and also replacing some of the product that is coming from Europe and New Zealand. But I agree with what you’re saying here 100%. Ted Jacoby III: Will, I’m gonna turn the question around on you a little bit. Is the global demand for butterfat there for us to continue to increase how much butter we’re exporting? And is the global demand for cheese there? Will that global demand keep increasing for those two products? Will Loux: From my perspective, it’s yes. What I find interesting over the last couple years has been that [00:15:00] cheese demand held up exceptionally well even during high inflation periods. Where we saw other dairy products actually feel a lot of the pressure internationally, cheese demand kept growing pretty much right on track. What we’ve seen here on the cheese side over the last couple of years internationally has been this acceleration in cheese demand, and I think some of that has to do with, as Miguel was saying, tremendous growth from our partners in Latin America. That’s been a key engine for U.S. dairy exports here over the last couple of years and, frankly, since the Export Council was founded about 30 years ago. But when we look at the opportunities abroad, I think that we still have a lot of untapped potential on the cheese side. I remain pretty optimistic about that. The other thing I’ll say, too, here is: I don’t think European milk production’s gonna keep growing at 3% a year. I don’t think you’re seeing the same investment in new cheese capacity. I think we’re seeing investment in Europe and New Zealand in new protein capacity, and that’s maybe another conversation. But I think the U.S., one, has the opportunity to capture what is a growing global market on the cheese side, and also capture market share on the cheese side. The butter standpoint has been interesting. Butter has typically been, internationally, one of the more price-elastic products. It’s one that we’ve seen when butter prices really skyrocketed, some of that may be allocation, but when butter prices were high, we did see international demand struggle. Conversely, when butter prices were low, like they are today in many ways, we’ve seen butter demand grow. And butter demand internationally is growing, not just out of the U.S., but globally. I think the question I have here with butter is less about can the U.S. compete in this market, but more, what is our price point relative to Europe and New Zealand. Because I think if you look at our butter exports, for much of last year we were probably a buck a pound below Europe. A lot of that butter was going into Europe, where coincidentally the tariff into Europe is about a buck a pound. I think my question is more crucially than can the U.S. capture growing demand for butter, it’s where do we grow our butter exports. And I, personally, think the U.S. should never be exporting really butter to Europe unless we get additional market access. I think the U.S. should be exporting butter to its higher value markets and partners, places like Mexico, like Central America, North Asia and Korea, Australia, the Middle East, assuming we can keep the strait open for a little while. But I still remain pretty optimistic that the U.S. can keep growing in those products. Some of it will be market share, and some of it will be new demand, particularly on the cheese side. Ted Jacoby III: Will, looking at this graph where it’s talking about, U.S. dairy exports by destination, there’s a big increase into Latin America since 2021. Will Loux: Yep. Ted Jacoby III: Is that fair to say most of that is cheese? Will Loux: It’s fair to say most of it is cheese. We have seen increases also in nonfat dry milk and skim milk powder exports to Latin America over this timeframe, too, but the big driver, I think especially post-COVID in Latin America, was, [00:18:00] one, that region was the first major region, I should say, where tourism increased to levels higher than what it was before COVID, and we continue to see pretty good economic performance in the region. The other thing I don’t wanna discount here, too, has also been the full implementation of CAFTA-DR, our trade agreement with many of the Central American countries came into full effect, and you’ve seen this real surge in demand from the region and collaboration with our local partners there, that we’ve really seen this growth in Central American demand and Caribbean demand. Most of that is cheese. More recently, there are also butter and AMF and so going there too, but cheese has been the engine on the Latin American side most recently. Mike Brown: Will, I’ve got a question. Anything in particular we in the dairy industry, and of course you at U.S. DEC, are watching as far as improving opportunities, but also possible disadvantages we may gain through trade. Will Loux: Yeah. Great question, Mike. I have a mix of optimism, and then probably a couple notes of caution on this. So from my optimistic take, a lot of these new agreements on reciprocal trade that we’ve signed with key partners around the world, some of these are incredibly exciting because these are markets we’ve wanted to have agreements with for a long time. In particular, Indonesia makes me very excited. I think if we are able to see that actually be implemented here soon, I would be even more excited. I think there’s still a question on when that gets fully implemented. Taiwan is another one. We are getting access into markets that we never had access to before. We’ll see when those are fully implemented but again, I am still pretty optimistic on where those have opportunities for the U.S. to build upon and get on an equal footing with our competitors in Oceania and in Europe. However, our competitors are not staying static. We see a new agreement here between the European Union and Mexico. We have an agreement between the European Union and Mercosur that gets them additional access, particularly in proteins. I think the U.S. cannot take its customers for granted. Especially as we look at places like Mexico, that’s one where competition is not going to go away. And when we’ve seen nonfat dry milk sit 75 cents plus above Europe, you’re gonna see customers start calling Europe and New Zealand and looking for alternative sources. Or when we have high-protein whey products that are in such demand domestically, are we making sure we’re contacting our customers abroad? Because what we’re seeing now is Europe is heavily investing in additional whey protein capacity. Even as the U.S. is the largest exporter of high-protein whey in the world, I think there are other origins that are coming for that. And so, when I look optimistically, it’s like, “Great, we get more market access.” But to some of the key questions that I have around like is the U.S. ready for the future of dairy exports, one of them is gonna be: How do we actually meet this international demand on the protein side, and are we gonna have the market access that we need to be able [00:21:00] to capture sales? As I look at the world market today, I have a ton of optimism for where the U.S. can really be the supplier of choice, but it’s not gonna be a straight line from here to there, even on the fats or even on the cheese. I think the last couple years, milk production’s been up so much, it’s allowed us to capture a lot of demand, but even those I think will bounce around. Mike, I don’t know if that answered your question, but that was where my head’s at these days. Ted Jacoby III: Everybody, we will be right back after these messages. Diego Carvallo: I’m Diego Carballo with T.C. Jacoby & Co.. T.C. Jacoby & Co. specializes in international dairy markets. For new customers that haven’t done business with Jacoby, I would tell them that we can provide them with many of the powders, dairy products that they consume, not only with the physical product, but we can also help them mitigate their risk. We know dairy. We know the main players. We know the main providers for the whole value chain. We are one of the strongest players in the U.S. market because we have contact all the way from the farmer moving the liquid milk all the way to the end users that buy the end products. I am Diego Carballo with T.C. Jacoby & Co., and we bring dairy to the world. Will Loux: Ted, maybe what do you think if we go through a couple of these questions and have a little debate? Ted Jacoby III: All right. We’ll ask our team. Number one, does the U.S. have the necessary market access and global reach to capture sales opportunities in a multipolar world? Will Loux: And maybe I’ll clarify what I mean by multi-polar world. Ted Jacoby III: Great idea. Will Loux: Cause what I mean by that is if you look at global dairy trade leading up to COVID especially, from 2010 to 2020, China was the engine of that global dairy import demand growth. They accounted for 40% of that growth. These days, I’m not particularly optimistic China’s gonna be the engine. I think China will be an important import market, for sure. And I think they’re still gonna need fats, they’re still gonna need proteins, but they’re growing their own domestic supply, particularly of commodities. So, what I think the future looks like from a demand perspective is collective growth. Latin America, Southeast Asia, Middle East, North Africa, Sub-Saharan Africa even, I think there will be a lot of countries growing that collectively equal what China was doing before. But we’re gonna have to play in a lot of markets. So, the question to you guys then is: Do we have the reach and access to be able to compete in a lot of different places, or what does that look like for the U.S.? Because China is not gonna be the engine of global dairy demand here over the next decade, we’re gonna have to compete in a lot of different markets. In the previous decade leading up to COVID, you saw a lot of the New Zealand milk production, an increasing percentage was going to China, which opened up opportunities for us in Southeast Asia and the Middle East and others.  As we look at this next era of dairy exports, do we have the market access? Do we have the global reach and infrastructure to be able to capture sales in a lot of different markets [00:24:00] around the world? Diego Carvallo: That’s a good question. If we start with the premise that the U.S. is not gonna desperately need to export nonfat, I would say that it’s not gonna be that difficult to find new markets. The U.S. is not gonna have to fight to move additional volumes like they need to do for products like butter. Where do we take the skim milk powder that we’re currently making if China is not a huge buyer anymore? There’s plenty of demand still to be covered in other regions of Southeast Asia in other regions in Latin America, where we should have a good footprint and where we should have some advantages when it comes to freight. I would say the main markets where we have to gain market share are gonna be definitely Central America, the Caribbean and Latin America because of all of the advantages when it comes to freight and the relationship and other factors. The market where we’re gonna fight with the rest of the origins is gonna be Southeast Asia, we may need to go there and fight with price, with aggressive pricing, and we may need to compete even with China, ’cause we’re hearing that even China has been exporting product to that region in the past year. There’s gonna be some markets where we are positioned to gain market share and others where we’re gonna have to compete in price. Ted Jacoby III: Miguel, what do you think? With cheese and butter, do we have the necessary market access and global reach? Miguel Aragón: We do have the necessary market access. Our products are welcome where we are taking them. Our issue is more like, the cheeses that we produce at scale, cheddar and color cheddar, are not necessarily the cheeses that our markets are asking for. We need Gouda, we need Monterey Jack, we need Sadero, we need Manchego. We need the help of our partners, our plant partners, to adapt and to see the opportunity of the cheeses that those markets ask for. And I’m in particular about Latin America. But then again, that’s a big market.  U.S. cheeses are well-received. We do have places to go with it. We just have to get better at exporting. U.S. DEC does a really good job at helping us get into those markets, vet the customers and teach about the products. We are doing the right things. We just need to do it a little bit better. We do have places to go with that extra cheese. Ted Jacoby III: Miguel, do you think there’s a lot of underserved regions in Central and South America? In other words, are there a lot of customers who the only reason they’re not buying and importing more U.S. cheese is because they don’t know who to buy it from, they don’t have the contacts? Miguel Aragón: I do. In the last trips that I made, especially to the northern part of South America, colombia, Peru, Ecuador, there is demand. It just reminds me of Mexico 15, 20 years ago. They don’t know who to buy it from. They don’t know that we make it. They don’t know that we have the variety that we have. It’s an education. We have to work, harder at marketing our products down there. But there is a place. There is definitely a place. There is a market. Ted Jacoby III: Thanks, Miguel. All right, Joe, I got a question for you. Can the U.S. export butterfat products consistently and in a [00:27:00] profitable manner? Joe Maixner: I think we’ve started showing that we can export consistently. Numbers have been pretty consistent and have been growing throughout the year. A profitable portion probably remains to be seen. We’ll always have to be aggressive as we’re entering into new markets ‘ cause we’re gonna have to find a way to penetrate into markets that have been historically dominated by Europe or Oceania with a product that does not look like Europe or Oceania’s product. The easiest way to do that, obviously, is to, for lack of a better term, buy our way into the market to people to try the product. But once our product is in there and they realize it’s a consistent quality butter, I think that we certainly have the opportunity to be profitable long-term. Realistically, exporting butterfat consistently makes everybody more profitable in the U.S. because it pushes fat offshore, which helps our butter price, ultimately, domestically. Will Loux: When I look at exporting butterfat profitably, for us, especially at the Export Council, it’s been one of those things that the U.S. for the longest time hasn’t had butter basically to export. When we’ve gotten long, we’ve found places to clear it. I think what’s changed this time around has been that it seems like with the pull of protein, that we’re gonna have at least some butter available long-term. The question that I still have is where are the best places for us to invest? And even as an Export Council, where are the best places for us to invest our resources into trying to make sure that customers even know that the U.S. has butter available to export, while also trying to find ways of helping U.S. exporters navigate different tariffs than they’ve traditionally had to export, making sure the product specs meet it, and then also trying to get new market access in places that, for a while we’ve seen a lot of trade agreements that thankfully got the U.S. access in cheese and in milk powders, and sometimes butter was in there, sometimes it wasn’t. And so how do we get additional access into that? I look at the U.S.-Japan phase one, that we got additional cheese access, I think we could use some additional butter access into Japan. I’m pretty optimistic on this one. I don’t know if we’re there yet, but I think it’s gonna be isolating which markets are going to be the most profitable for us. I’m probably less optimistic that we’re gonna be consistent in exporting butter here in the next couple of years. But long-term, I think it’s undeniable that the U.S. is gonna have to go in this direction eventually. Ted Jacoby III: Why are you less optimistic in the short-term? Will Loux: I’m a little optimistic in the short-term because we have been exporting effectively double the butter exports we have been. We’ve seen that gap between the U.S. and international markets close quite a bit. Inventories are pretty low. The milk fat test, until May, which surprised me a little bit, had been slowing down as farmers adjusted rations. If we get to the point where butter is $1.40, $1.50, I’m not sure it always makes sense for the farmers to pay for the incremental increase in feed inputs to boost the butterfat test to the [00:30:00] extent that would boost our exports. We may find ourselves tighter in butter in the fourth quarter because we’ve exported our way back to balance. And to me, it looks like where cheese was 15 years ago: That we are on the path towards being a consistent exporter, but we’re often still going to prioritize our domestic market. From the U.S. perspective, I think our butter looks like cheese did 15 years ago, where we’re often export competitive, but not always. Joe Maixner: Will, basically, you have summed up exactly what I’ve been saying for a while, where the butter export opportunity will be cyclical because we will get super competitive, which will drive our domestic price up, which will take us out of the market, and then in turn, cause a surplus of domestic butter to show up in the market, which will then collapse the price and make us super competitive again in the export market. We’re still early enough in the phase that we’re trying to figure out those cycles. I do think it’s cyclical. Overall, though, I do think we will be a consistent exporter. There’ll be a base, and it will ebb and flow, but I do think we will be a consistent exporter moving forward because as we’ve gained market share, we are getting loyal end-use customers in export markets that will consistently pay for our product. Will Loux: I 100% agree with that. I think it’s gonna be, where do we keep our consistent customers, and where are the opportunistic sales that maybe ebb and flow? That’s gonna be a multi-year process as that all shakes out as to where are our stickiest markets within all this? Mike Brown: You want those consistent customers. Jacoby, one of our jobs is helping people with those opportunities. So, they’re both important, but you still need that core base demand and respect for the product. And so, I have a question for you on this, Will. Let’s take butter. Butter’s a great example because the world is unsalted 82, we’re salted 80. I think Joe would attest: We’re seeing suppliers trying to be more flexible in making the product that meets that demand, yet on the other hand, if you’re gonna store a commodity, you gotta make the commodity that is the market product. What are you seeing as far as our adaptability to be that flexible supplier in the world market? What else do we need to do that maybe we aren’t currently doing? Will Loux: There certainly has been a lot of progress made. From my perspective, you have a few different things. One is, of course, the salted and the fat content in the U.S. is different. It’s rare that we’re gonna be exporting from our inventories of 80 salted unless it’s just purely a price play. But what I think about when I think long-term export opportunities is really targeting the key channels that the U.S. is likely to win in first. And some of that’s food manufacturing. I think that’s where the U.S. can be really good, especially making bulk butter for export. I think it’s the first channel. But then it’s also making sure our formats meet the expectations of the customers. Because food manufacturing, I think, will only get us so far. The next phase where the U.S. can really excel in a couple markets is in the foodservice space and in the bakery space, in particular. We have next to no [00:33:00] capacity in the U.S. to make butter sheets, basically the stuff that you would use for croissants or bakery applications. Those are things we know we’ve heard from customers on how we can make products that are specifically geared towards that. In the long run, those are some of the issues. Some of it’s also from an Export Council perspective, educating customers on why U.S. butter is a different color, helping them understand how to utilize it. And even if they choose to use 80%, how to adjust their formulations to that to help understand, “Hey, this is a simple difference of 2% fat difference.” We can work in that space here, too. Long term, I think the U.S. needs to be sure, and this is something we’ve seen in all the other export products that we’ve seen over the years, is not solely trying to sell what we make here in the U.S. and say, “Hey, you should try this instead.” But instead figuring out what our customers are asking for and really making that product. And a lot of that goes down to also the formats and trying to move beyond just bulk butter for further processing into really targeted markets with those specific products. Ted Jacoby III: Joe, do you think the butter industry will invest in those things to increase our capabilities to deliver what the customer wants? Joe Maixner: I think eventually they may have to if our fat components continue the direction that they’re going. Some of the forward thinkers will be the first to adapt, and they’ll be the beneficiaries of investing in some further processing type manufacturing to be able to account for that. Cause at the end of the day, the profit’s in the value add. It’s not in selling bulk.  If there’s production capacity, and there’s space to do the addition, and somebody has the foresight to take the chance on it, I think that the payoff is there. Because if you get into that food service type packaging or laminated butter sheets or you get into a product that nobody else is making, that makes you very sticky in that market. You own that market. Will Loux: Even as we’re talking about butter here, we’ve got to think of other, fat-heavy products that could actually play really well in the international market. I tend to think whether it’s, like a UHT cream product, I know there’s always interest in like a frozen cream product. That’s a hard thing for the U.S. to make in some ways. I think UHT creams, we continue to see grow even as we see UHT milk itself actually decline globally. But we’re seeing real interest in that food service sector of, “Hey, let’s get whipping creams that are really targeted towards some of these international markets.” As much as for the U.S. it’s geared around, “Okay, what’s the most storable form of fat?” I think that’s step one, to find a way to export it. But step two is really what are these value-add fat-containing products that we can actually be targeting and competing in as well. And then I think balancing to like an AMF or a whole milk powder, but then using our butter and creams for the value add opportunities. Ted Jacoby III: I agree. Joe Maixner: Let’s not forget cream cheese, either. Cream cheese internationally has been phenomenal. That has plenty of trajectory to keep going. Miguel Aragón: I [00:36:00] must agree 100% with what Joe was saying on cream cheese. We are seeing phenomenal requests for cream cheese throughout Latin America, now in Asia. As what you were saying about channels, Will, we are now working with retailers in Central America with butter. Right now, it’s food service packaging going into retailers, but I think that’s a very interesting thing happening because once those brands of U.S. manufacturers start showing up in the retailers, I think we’re gonna have a better pool of U.S. butter. Ted Jacoby III: I agree, Miguel. Will, I think we should move on to the next couple of questions.  – I’m gonna read them both out because I think they’re very related. The first question is, can the U.S. grow cheese exports fast enough to keep up with whey protein demand. And then the second question is, will the U.S. have the protein to supply both the rising domestic and international consumption? I’ll answer the Second question first, which is, my dad, one of the things he drove into us as traders was, at the end of the day, everything’s a matter of price. Which means supply and demand will be regulated by what the price of protein is in the global market. I think it’s fair to say Europe has a much greater ability to add whey protein processing than the U.S. does because a smaller percentage of the whey offtake from cheese plants in Europe is currently being processed into whey protein. So, we will see some pushback there. But in the end of the day, that’s simply gonna self-regulate over what that global price is. My prediction is, can the U.S. grow cheese exports fast enough to keep up with that whey protein demand? I think we are reaching a point where the U.S. is consistently priced where the world market is priced for cheese, and I think that is going to change the way new cheese plants get built because we have had pushback for for 40 years. It’s exactly what Miguel has been talking about, is you don’t make the cheese that we want. Well, if we’re consistently now priced properly into the international market, my challenge for the cheese industry is someone needs to build a plant that supplies the international market with what they want, because we’ve arrived at the point where we’re gonna be consistently competitive now, and that risk becomes worth it. Miguel, do you agree? Miguel Aragón: Totally. I couldn’t have said it better. The market is there; it’s waiting for us to take more of it, but we need the right product now. Ted Jacoby III: And I think that whey protein demand may actually drive someone to do it.  What do you think? Will Loux: I agree with everything you’re saying. I think these are two inextricably linked pieces. Right now the signals are such: “Make more whey protein capacity” is clear. There’s also an element of “make more MPC capacity” or “make more capacity with the skim stream targeting proteins” as well. I think what’s holding back some of this capacity to date is probably much more the profitability on the cheese and on the fat side, and where those prices are at. From the dairy farmer perspective of if they’re investing is, the dairy farmer getting the price signals on the protein side? Because right now they’re getting the [00:39:00] price signals on the cheese side and on the fat side, and those are saying not as much to grow. These all need to be put into the spectrum of like, if we successfully grow our cheese exports and keep that international price relatively firm and grow demand abroad for cheese, and grow demand abroad for fats, it’s clear to me the protein demand seems pretty much insatiable here in the U.S. I think there’s a ton of untapped demand internationally, especially as GLP-1s start launching internationally. Like, there is a lot of international demand that I don’t think the U.S. should lose sight of, particularly with regards to whey proteins and milk proteins and all these other products. But it comes down to: can we grow our exports of cheese and butter, not just where we’re setting the global price for those products, but finding ways to make that stream profitable internationally, just as we’ve made the protein stream now incredibly profitable from a whey protein perspective. Folks are gonna come, particularly in Europe, as you said, I think they’re manufacturing over a million metric tons right now of sweet whey in Europe. Some of that’s gonna go to high-protein whey products. We’re gonna have more competition in that space. We’ll see what the price ends up being. All of these things are inextricably linked. And when I think about the mandate here at the Export Council, it’s like, how do we grow those cheese, those fat, and those protein exports, to keep that profitably moving and continue that investment? Because demand’s there for protein, and we’re seeing good demand internationally for cheese. We’re moving the fat overseas. But how do we do that in the most valuable way possible, I think is really what’s gonna be that next era of U.S. dairy exports. Joe Maixner: Will, I’m gonna ask you a question, ‘ cause I’m gonna push back a little bit. You said that farmers aren’t seeing the signals because of cheese and fat. You don’t think a $17 plus Class III and an $18 Class IV basically for the next year, plus your return on beef, plus your cheap inputs on feed is not enough to get the farmers to expand? Will Loux: Oh, I think they will continue to expand. When the nonfat dry milk price shot up, I think that was a reflection that we were short on protein. That we pulled so much out of the dryer, that was that reflection. But I think as Mike even said on one of your previous podcasts, that it was really shown in the PPD rather than necessarily in the protein price. I don’t mean necessarily they’re not getting the signal, it’s just some of it’s our pricing system is a convoluted signal. Ted Jacoby III: Will, you’re speaking to the choir. Mike Brown: I’m gonna have to quote you on that one. Ted Jacoby III: I’m gonna take this opportunity to say, Will, thank you so much for joining us today. This has been a fantastic discussion. I hope you come back soon and join us again, because we always love having you on our podcast. Will Loux: Always fun being with you guys. Thanks for having me on. Miguel Aragón: Bye, guys. [00:42:00] End Commercial: Mike Brown: For one part of the supply chain to be successful, everyone has to be. My superpower is practical application of data and analysis. I believe firmly that Jacoby’s success is because we help our suppliers and our buyers be successful. I’m Mike Brown, and I love working for T.C. Jacoby & Co. because I get to help people make their businesses more successful.

Further reading: How did a tiny bee get to French Polynesia? Eight new species help solve a scientific mystery Secrets in the canopy: Scientists discover 8 striking new bee species in the Pacific Canopy specialist Hylaeus bees highlight sampling biases and resolve Michener's mystery Scientists discover endoparasitic marine tapeworm trapped in Cretaceous amber Show transcript: Welcome to the Patreon bonus episode of Strange Animals Podcast for August 2024! It's the start of Invertebrate August, so we have two invertebrate mysteries to discuss today, one mostly solved and one not. Let's start with the solved mystery, about a tiny bee. In 1934, three tiny bee specimens were collected in French Polynesia, specifically on a particular type of flower in the Tuamotu Archipelago. The bees really were tiny, only 4 mm long. They weren't described until 1965, when they were placed in the genus Hylaeus. This is a really big genus with over 500 species that live throughout the world, but the species most closely related to the newly described Tuamotu's masked bee lives in Australia, New Guinea, and New Zealand. In case you're kind of hazy on geography, like me, Australia, New Guinea, and New Zealand are part of what's called Oceania, a giant chunk of the Pacific Ocean where there's not a whole lot of land. I mean, except for Australia, which is big. The Tuamotu Archipelago is also part of Oceania, and part of French Polynesia, but it's really remote. It consists of a spread-out collection of 78 low islands, many of them too tiny to support humans, none of them with a source of fresh water except for rain. They're tropical and quite beautiful, with many unique animals and plants living on and around them. They're also almost 2,500 miles, or 4,000 km away from the places where the tiny bee's closest relatives live. Even in 1965, scientists had questions about the tiny bee. How did 4mm bees get to such remote islands, and were they even still around? The bees hadn't been seen in the wild since 1934. Since the Tuamotu Archipelago has suffered from European explorers and missionaries bringing invasive species to some islands, colonization by France, and nuclear weapons testing, scientists worried the bee had gone extinct and that they would never solve the mystery of how it got there in the first place. Bees are attracted to flowers, and the three 1934 specimens were discovered on flowers, so naturally scientists had been looking for the bees on flowers. But it turns out that in the Polynesian islands, bees mostly hang out in the treetops. Once scientists figured this out, they began discovering new species of bee—eight of them in fact, collected between 2014 and 2019 from various islands in Fiji, Micronesia, and French Polynesia. All eight species are closely related to Tuamotu's masked bee, so scientists now have a pretty good idea of how it traveled thousands of miles to get to its French Polynesian home. Its ancestors island-hopped. There are more than 1,700 islands in the Pacific Ocean, many of them barely known to humans. Researchers think there are probably a lot more species of bee to be discovered in the treetops of Pacific islands, now that they know where to look. With luck, they'll be able to find Tuamotu's masked bee too, quietly living out its bee life above the scientists' heads. Next, let's discuss our unsolved mystery. Amber, which is fossilized tree resin, is the gift that just keeps on giving to the scientific world, and our mystery involves a flatworm found in amber. The amber comes from Myanmar and dates to about 99 million years ago. In addition to bits of inorganic matter like tiny pebbles and sand grains, most organisms found in amber from this site are insects and roundworms, animals you'd expect to find on and around trees. The team examining this particular piece of amber found lots of interesting things, but then they discovered this one. The flatworm is about 10mm long and it's beautifully preserved, which means the scientists were able to compare it to modern flatworms to see what it might be most closely related to. It's most similar to a parasitic flatworm found in shark intestines. You know, an animal not typically found in trees. (I stole that joke from paleontologist Kenneth De Baets, by the way. Credit where credit's due.) It isn't a complete worm but a partial one, basically a tentacle with little hooks to keep it in place in the host animal's digestive system. The modern worm is classified as a type of tapeworm, and tapeworms are distressingly common parasites. If you've ever adopted a rescue cat or dog, you've probably had to have it treated for a tapeworm infestation. Luckily, tapeworms are also very specific about which species they parasitize, so you can't get tapeworms from a pet. (It's still icky.) Fish get tapeworms too, after eating marine invertebrates carrying various kinds of tapeworm larvae. The question is, how did a parasitic worm found in fish end up in amber? Occasionally there is rare amber found that fell into water and trapped water organisms, but this particular amber wasn't associated with water. Other items found in the same piece of amber included sand grains, tiny hairlike structures found on some ferns, and the nymph of a scale insect. The team suggests that the tree where the amber came from grew near a beach and that a dead shark washed ashore. While scavengers were picking through the carcass, a piece of worm somehow got separated from the body and ended up in a tree. Possibly a scavenger grabbed a big yummy mouthful of rotting shark guts and either climbed or flew up into a tree to eat it, and part of the worm fell out and landed in a blob of amber. Because tapeworms are endoparasites, meaning they live inside their hosts, and because they're soft-bodied and fragile, it's very rare that one is preserved. Pretty much the only other preserved tapeworm specimen we have isn't a tapeworm itself but some eggs found in fossilized shark dung, dated to 270 million year ago. Scientists aren't even completely sure the eggs are from a flatworm since they're not that well preserved. So it's fantastic that this particular specimen was so well preserved, and that it made its way into the hands of scientists! Thanks for your support, and thanks for listening!

Show Notes On this week's Yugoslav History Interlude, they say that if you want to understand any political event in Europe you have to start with the Romans... and that may well be true for the split between Tito and Stalin. After going through a few of the theories competing to explain the sudden rupture in the apparently cozy relationship between two of Europe's most prominent Communists, we zero in on the Adriatic Question - the first of a series of foreign policy entanglements that put the Yugoslavs at odds with their Russian patrons. Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.comRead transcript

Well... actually we are over 300 episodes old but it took a while to get the band back together after the European Academy of Childhood-onset Disabilities conference!Join Dayna, Ash and Marissa (and a special guest appearance by Ed - on video no less!)

I haven't spent that much time watching the Commonwealth Games taking place in Glasgow, but what I have seen has been incredible. They all come to an end on Monday morning our time, having begun back on July 23rd. There's been a great deal of ongoing discussion about the viability of the Commonwealth Games, and whether or not they're finically viable, with the bigger Olympic Games to compete with. All in all, I have to say that my thinking on that has changed over the past few weeks. Once again, we've been treated with a fabulous exhibition of our finest athletes. I've loved catching some of the events and seeing competitors that I've never heard of – let alone seen competing until these games. In terms of the Comm Games future, we're constantly faced with questions that confront us in terms of what is and what isn't affordable, but ultimately, it's fantastic to have something as joyful as an international completion to focus on – or to distract us from the often-overwhelming aspects of everyday life. I did use the word international, which I know isn't strictly true with the Comm Games, but its right up there on the world stage with many great sporting nations. And it only feels like tall poppy syndrome to follow any comment about the Comm Games with “but it's not an international event”. We've had the Football World Cup to get stuck into, the Tour De France as well – and the Commonwealth Games. If I had the time to watch them all, I would. It's also been great that good chunks of those competitions have been free to view, much like the days of old when I grew up watching all of the sport New Zealand competed in – for free. Albeit on a clapped-out early rendition of colour TV. Do you remember the excitement of knowing that Dick Quax, John Walker, or Allison Roe were running in any of the Games? I don't think that collective excitement and enthusiasm has disappeared, I just think that life has become a whole lot busier for most of us. I don't know of anyone who's been able to glue themselves to all of the Comm Games, but I think we're all still celebrating some of the big wins for Kiwis when we get the chance to talk about it all with friends on the phone, or mates over a coffee. Zoe Hobbs and her amazing 100 metre gold medal was a real highlight for me. Zoe made history, producing the run of a lifetime to claim a stunning gold medal in the women's 100m final. The 28-year-old sprinter led from start to finish, crossing the line in a national record time of 10.93 seconds. The performance also established a new Oceania record and cemented Hobbs' place among the greatest athletes New Zealand has produced. That's just one amazing highlight in the mix of fabulous New Zealand wins for me. My youngest daughter once ran at national level, and I loved watching her incredible determination to be the best runner she could be. I share that same sense of joy when I see our determined athletes smashing records and personal bests at these Commonwealth Games. David Liti the weightlifter was another. Liti set a Games record by lifting 223kg to become a two-time Commonwealth Games gold medallist. So yes, although I haven't been able to see a whole bunch of events from theses Commonwealth Games, I really hope that they have a long future. In a climate where money is being pulled from so many aspects of life deemed to be unaffordable or frivolous, I sincerely hope that successive governments see the value in supporting our athletes to be the best that they can be. Whether or not they do is entirely out of your —or my— control, but all we can do is cheer loudly and keep celebrating our victorious competitors in the hope that they will a Commonwealth Games to aim for in 2030. See omnystudio.com/listener for privacy information.

In this episode of CruiseTipsTV Unplugged, we're recapping my hosted voyage aboard Oceania Vista from New York to Atlantic Canada and Iceland. We chat about what it's really like to cruise solo, my favorite ports and excursions, what surprised me about Iceland's weather, and the must-do tours I'd recommend if Iceland is on your bucket list. Whether you're planning an Oceania cruise or just dreaming about the Land of Fire and Ice, this episode is packed with inspiration and practical tips.  Shop our favorite cruise essentials on Amazon

Zoe Hobbs has scorched into New Zealand sporting history with a unprecedented gold in the 100 metres at the Glasgow Commonwealth Games. Hobbs ran 10.93 in the women's 100 metre final, setting an Oceania record and a personal best in the process. Sportstalk host D'Arcy Waldegrave recapped the action further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Show Notes This week on MSB, Rain's bored out of her mind, Domon still can't beat a tree, and Chibodee's struggling to cope with the trauma of DG Cell infection. Meanwhile his team gets back to their roots by indulging in a little software piracy... 90s style. You wouldn't download a Shining Finger, would you? Ready? Go! Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.comRead transcript

On this day, 22 July 2005, civil servants in the Kingdom of Tonga went on strike for 60-90% pay rise. The strike shut down the government and grew to include many other public sector employees and ending up being the most significant challenge to the island's monarchy in its history. The striking workers won their pay rise and forced the government to begin reforming itself. More information, sources and map: https://stories.workingclasshistory.com/article/9488/civil-servants-in-tonga-strikeOur work is only possible because of support from you, our listeners on patreon. If you appreciate our work, please join us and access exclusive content and benefits at patreon.com/workingclasshistory.See all of our anniversaries each day, alongside sources and maps on the On This Day section of our Stories app: stories.workingclasshistory.com/date/todayBrowse all Stories by Date here on the Date index: https://stories.workingclasshistory.com/dateCheck out our Map of historical Stories: https://map.workingclasshistory.comCheck out books, posters, clothing and more in our online store, here: https://shop.workingclasshistory.comIf you enjoy this podcast, make sure to check out our flagship longform podcast, Working Class History

The next decade of global dairy growth may look very different from the last one. For years, much of the world's additional milk came from pasture-based systems. New Zealand added acres. Production expanded across parts of South America, Australia and Europe. But those regions are not growing the way they once did. Today, the next unit of milk is increasingly coming from grain-fed systems. That shift could put the U.S. in the driver's seat for global dairy markets over the next 5 to 10 years. In this episode of The Milk Check, host Ted Jacoby III and the Jacoby team are joined by Scott Briggs of Bridgecape Commodities. We dive into: Why marginal milk growth is shifting from grass-fed to grain-fed systems What environmental policy and structural inefficiencies mean for European milk production Why China is shifting from building milk supply to creating higher-value dairy products Why the U.S. will need to become a more consistent exporter of butterfat Plus, beef income has helped support dairy farm margins and encouraged producers to breed more cows to beef. What happens if beef prices fall? The cows are ready. The plants are being built. What's next for U.S. dairy? Listen to The Milk Check episode 102: Who Wins the Next Decade of Milk Production? Also available on Amazon Music, Apple Podcasts, Spotify, and YouTube. Got questions? We'd love to hear them. Submit below, and we might answer it on the show. Ask The Milk Check Intro commercial [Text not included.] Ted Jacoby III: Coming up on the Milk Check. Ted Jacoby III: You’ve got the U.S. dairy industry now in a position where even the worst-case scenario continues to be a threat for Europe or the rest of the world from a milk supply standpoint. Ted Jacoby III: Welcome to the Milk Check from T.C. Jacoby & Co., your complete guide to dairy markets, from the milking parlor to the supermarket shelf. I’m Ted Jacoby. Let’s dive in. This week, we are excited to have Scott Briggs from Bridgecape Commodities joining us. Scott lives in Australia and really understands what’s going on with dairy markets on that side of the pond. Scott, thank you so much for joining us. We’re excited to have you. Why don’t we start by having you tell everybody a little bit about yourself? Scott Briggs: Thanks very much for the intro, Ted. I’m Scott Briggs, Bridgecape Commodities, based down in Melbourne, Australia and work with a number of Asian and Oceanic consumers to try and understand global dairy markets and try and help them risk manage. Thanks very much for the opportunity to be a part of the podcast. Ted Jacoby III: Scott, thanks for joining us. We’re really excited to have you. We’re gonna have a little bit of a debate: How do U.S. dairy production costs compare to those in New Zealand, Europe, and China today? Do we think the U.S. is building a lasting competitive advantage? And what does that mean for the global dairy market over the next five years? Scott, I’ll start with you. You’re based down under. Do you think the U.S. Is developing a competitive advantage, or do you think New Zealand will continue to be in the driver’s seat? Scott Briggs: It’s a very big topic Ted, but I think the short answer is that yeah, the U.S. is really in a great position to drive global dairy markets over the next 5 to 10 years. One of the major things that’s changed probably since about 2015, we’ve been in a transition period where the marginal milk growth is not coming from a grass-fed system anymore, it’s coming from a grain-fed system. Between 2000 when a lot of global dairy markets started to deregulate and we had falling trade controls and those sorts of things, quotas in the EU eventually coming off, between 2000 and 2015, the marginal milk growth was really coming from a grass-fed system, be it New Zealand growing the number of acres that it planted or the number of acres that it farmed. Places like Uruguay or southern Brazil or Argentina growing quite strongly and other parts of Europe and Australia as well. So that was the driver of the growth, and that’s why we saw that volatility in global dairy markets driving back towards a grass-fed cost of production. But since then, those places have stopped growing and really the next unit of growth or the next liter of growth comes from grains and ultimately that does mean that the U.S. is in a great position to respond to the milk production needs of the world. At the end of the day, you’ve got the greatest exportable surplus of grains and you’ve got a fantastic platform to grow from. That’s the 10,000-foot view of why the U.S. is in the box seat. Ted Jacoby III: You mentioned that even New Zealand is starting to go towards a grain-based system. Could you tell me a little bit more about that? Scott Briggs: I would say that’s pretty incipient, Ted, but there’s certainly steps that are being taken in New Zealand that seem to mirror what Australia’s been doing for probably the last five to 10 years. You have a marginal cost of production that is grain-fed and it’s being led by the U.S. At the moment, if we looked at the margins in the U.S. for a dairy farmer, they’re pretty good given your beef situation. But if you were to remove that beef situation or that beef revenue, you’re probably at a pretty low income over feed cost. But that’s still a highly profitable milk price for a grass-fed system. And a lot of the fixed costs are already being paid off, be it the farmer’s labor the equipment on the farm all of those overheads, they’re already being paid off by a pasture fed system. So, there’s a huge marginal return for that extra liter of milk that comes out of a pasture fed system. If you look at the steps that have occurred in Australia and that are probably starting to come to New Zealand, it is a lot more shared housing in wetter areas, feed pads, dry feed pads. It's certainly not moving to the barn fed system that the States has got. More multiple calvers, if you like, to flatten out that milk curve. A lot more maize silage production, which just stores that little bit better and gives you more dry matter per acre as well. It’s these kind of marginal steps which have occurred a lot in Australia or even in some of our more grass-fed areas, and that are starting to occur in New Zealand. And some of the incentives that are being given, market-wise, in New Zealand to produce that shoulder milk or that additional milk are starting to respond with additional investment on farm. Ted Jacoby III: So, is maybe another way to put it that core pasture-based part of New Zealand dairy farming continues to be very profitable, but any marginal increase in milk production that would come from New Zealand, the cost of that marginal increase is probably the same or more likely probably less than the same marginal increase in milk production in the U.S.? Scott Briggs: Look, I would say that the marginal cost of production out of the States is pretty good. If you think that you’ve already got all the infrastructure paid for and it’s really just an additional growth there. But I think it’s more so the profit margins that sit in a pasture-fed system in New Zealand allow for that investment to try and get that little bit of extra milk as well. So, I wouldn’t say either or are better placed. It’s just that we do have a lot of low-hanging fruit in Oceania, if you like, to start moving into that kind of system. Ted Jacoby III: That makes sense. That makes sense. Mike Brown (2): One thing I think about New Zealand and why the system is the way it has been historically has been your cost of concentrates or grains hasn’t always been as competitive. You lead world price in a lot of cases, and your location makes you very competitive. Your dairymen have more room to pay some of those higher costs for that marginal production. So my question is the strong world price has a fair amount to do, obviously , with everybody’s growth, but in your case when you look at that difference in marginal cost versus that pasture based cost, are you more sensitive to that marginal change in price than maybe some other markets just simply because your feed costs are higher? Scott Briggs: Let’s have a look at world milk prices at the moment. The U.S. at $17 a counterweight, if you like, $16.50, $17 a counterweight. That’s low on your range. On the New Zealand numbers, that’s coming out at a $9.50 dollars per kilo in New Zealand dollars, which is a historically pretty high milk price. So, they do have that ability to just bring in PKE exports. One of the major sources of additional feed or additional milk growth in New Zealand is this palm kernel expeller which comes off of the palm kernel crushing. It’s kinda like soybean meal, if you like that they bring in from Indonesia and other palm kernel or palm crushing countries. Fonterra had placed limits on that for a long period of time because it was affecting the fat composition of the milk. Once they removed those limits, PKE imports went up 20% or 30% almost in one or two years. The last two seasons, New Zealand milk growth has been about 4% or 5% this year, and probably 2% or 3% the year before, so 6 or 7%. Nearly a third to a half of that has come from the additional energy that’s coming in the PKE. So it’s having a huge marginal impact on their growth, and it’s coming at a pretty low cost ’cause it’s a low-cost feed source. So, I think, Mike, going back to your question, they have that ability to grow because there’s such a lot of low-hanging fruit between that grass-fed cost of production, which is already paying for their farm, and the milk price that they’re getting paid, which is actually a marginal cost of production out of the U.S. Mike Brown (2): What kind of world fat price might change their incentive on PKE? We’re seeing a little bit of that here because it’s very expensive here, and people look at their marginal return. It isn’t, of course, near what it was when fat was $2.50. Do you think, depending where that world market settles, will that change the incentive to use PKE? ‘Cause in our case, it’s fat production is the real gain that you get compared to other alternative rations we feed. Scott Briggs: I think it’s seen more as just a bulk source of feed and source of energy- to get the cow up early in the season, Mike, and peak it as high as possible, and then to keep going on the shoulder. It’s a milk solids game rather than a tweak the fat percentage game. At $9.50 they’ll be feeding it. Mike Brown (2): Yes. Scott Briggs: $9.50 a kilo of milk solids they’ll be feeding it. Mike Brown (2): Oh, yes. Yeah. I would be feeding it here, too. Yeah. At that price for sure. Yeah. Ted Jacoby III: My thoughts immediately go to Europe. The U.S. is well-positioned for growth. New Zealand is building off a very profitable base, which insulates them and puts them in a very good position of at least maintaining their position in the global market. Where does that put Europe? Scott Briggs: Europe is an interesting situation where realistically I think that they’re gonna struggle for the main drivers of additional milk production. They seem to be struggling to add any additional land at a reasonable cost, whether it be to the feed base or to the dairy base. That’s obviously being driven by environmental policy, which is very different in Europe than it is say in the U.S. or even Latin America. So I think that they’re gonna struggle at that policy level to be able to keep driving forward. The other thing that does sit within Europe is that we’re only 10 years removed from quota coming off, and so we’re still in that process of losing milk production where we should in the more marginal areas, or from the smaller farms, or from the more marginal land, and trying to drive it into places like Germany or the Netherlands. And so whenever you’ve got a core base of pretty uneconomic sticky milk, it takes a fairly heavy price response to drive change in those farms. So down at the lowish milk prices that we’ve got globally at the moment and I say, I’m happy to debate that point. I think we’re at pretty low milk prices on the range since the end of COVID, particularly with the low feed prices. Where we are at the bottom of the price range, you’re gonna still struggle to get some of these European guys out given the subsidies that they’ve got. But that also means you’re not driving efficiency back into the system. So it feels to me like Europe’s gonna really struggle to meet the global needs and be a quick mover like the States has been. Probably the call-out on that one to me would be Russia. They’ve got probably huge settings if they wanted Russia and the Stans to really grow into dairy production. But it’s not gonna be something that’s being done for the rest of the world. I think it’s gonna be getting done for their part of the world and for China. Ted Jacoby III: Speaking of Eastern Europe, do you think Poland still has a lot of room to grow as well? Scott Briggs: I wouldn’t know the specific micro settings of Poland. It does seem like they are growing pretty well. If you look at the investments that are going into some of the Stans, eventually Ukraine and some of the other parts of the former Eastern Bloc, if you like, it does seem like there’s a lot of investment in Belarus still. It does seem like there’s a lot of investment going in there to help feed parts of the world that longer-term probably aren’t gonna be getting fed by the U.S. Ted Jacoby III: That makes sense to me. With all these different factors, what about China? China’s in a pretty interesting spot from a milk production standpoint. They really increased their milk production three or four years ago, and then more or less stabilized it. Where is their cost of production and where does China go from here? Scott Briggs: Probably the first point to make is that we’ve all learned not to bet against China on dairy production in the last four or five years on milk production in particular. That’s been an incredible rise. And I think the second thing is that lesson to me is then, don’t bet against them and what they might be able to do with the quality of the product, and the investments that they’re making in manufacturing capacity now. There’s a huge push from China to value add, particularly on the protein side, and to then try and drive that down in sales into Southeast Asia and other parts of the world. They’ve obviously got a huge domestic market, but when it comes to starting to grow into things like processed cheese or fat exports or even micellar casein exports and MPC exports, that’s where I think that their next push is gonna be, is trying to move out anything that they don’t need domestically. So it’s not just gonna be bulk whole milk powder, which has been the story of the last two or three years. The structural issue that they’ve got is that their population versus their arable land is just huge. That’s a long-term limiter, if you like, for how much you can push into exports. Ultimately, as their productivity grows and their incomes grow, they’ll be consuming more dairy themselves. The steps that we’ve seen the last four or five years were really about shoring up domestic milk capability so that they weren’t a victim of world markets, and then now they’re trying to value add that milk. They’ve learned the lesson that you don’t grow milk but not grow factories, and they’ve learned the lesson that you don’t grow demand without growing milk. The policy now is, let’s do step changes as productivity rises to drive income rises. I think that they’re gonna be putting a push on certain functional products into Asia But I don’t think that they’re necessarily in a place to be the driver of global milk production because ultimately their cost of production, going back to where you started, Ted, is higher, and it’s structurally higher because of the fact that they just don’t have enough arable land for the population that they’ve got. Ted Jacoby III: But with China doing that and really trying to expand into value add and even trying to export, I gotta believe that’s causing Fonterra and the other New Zealand exporters to really shift their export strategy. What’s happening there? Scott Briggs: When you look at Fonterra, their stated strategy is to basically be a skim protein and fat company. They have recognized that the days of whole milk powder are limited. China went through a period where they went from 500,000 tons of imports pre-COVID to 800,000, and now they’re back down to 500,000 again. They’ve really gone through that boom and during that period, Fonterra’s basically said, “We need to move out of whole milk powder and move back into being a skim and fat company.” And when I say a skim and fat company, a skim protein and fat company. And so, we have seen them push 50 to 70,000 tons more skim into Southeast Asia. But what they’re now starting to do is to value add that skim, similar to what the U.S. is doing: putting on more ultrafiltration in front of dryers, ’cause that’s the highest marginal investment that you can do. Starting to do more MPCs, starting to do more value add on the fat side, as well. There’s been some huge investments in UHT cream which are gonna be going ahead or have already gone ahead and are being launched for this year, which draws fat away from butter and AMF. Overall, their stated strategy is to be a nutrition and food service company. Nutrition: protein-heavy products. Food service: fat-heavy products. And so they’re moving away from that whole milk powder. I think that the next stage for them is to try and drive those two sorts of products into Southeast Asia. Because China itself is already quite a big market for those sorts of products and is probably screaming out for, “How do we not use WPC and WPI?” ‘Cause that’s the highest priced protein in the world right now. So how do we move away from that? I think they’re also trying to help Southeast Asia grow protein as a category. Ted Jacoby III: But based on what you said of China’s strategy, it almost sounds like it means China and New Zealand are going head-to-head in that market in Southeast Asia. Scott Briggs: Yeah. Yeah. I think- And- And look, that’s a 5 to 10-year view. We’re already seeing traditional Fonterra markets or New Zealand markets, Open Country Dairy’s obviously nearly 20% of the market down there now, as well, and are making their own steps towards value-adding fat. So that’s always one to keep in mind. We’re certainly seeing a competition of powder flows and functional product flows from China, including fat, laminated fat, pastry butter, those sorts of things, coming into Southeast Asian markets that were traditionally New Zealand-dominated markets. Diego Carvallo: Going back to China’s milk production, a lot of rumors about a disease in the northwest of China hand, foot, and mouth. Very little information. We have several customers that have asked about it. Without going down the rabbit hole, is there any update in that regards? Scott Briggs: Super important if it were to be a big story. I think that the likelihood of it being a massive story is low at the moment from what I’ve seen at least. The key thing to watch for me in China is always the spot milk price. They’ve got a fantastic not that it’s particularly visible, but they do have a huge trade of liquid milk market between different zones and between companies in specific zones. It’s a little bit like your plus/minus to the Class III. So that spot milk price to me is always the one which tells you: are they having any problems? And it does seem to me like the containment strategy was quite effective early on. Lock down the zones, stop the movement of the cattle. So yeah, it doesn’t look like it, but, it’s a bit of a black box. Diego Carvallo: So, we don’t expect a long-term impact to their production as of right now? Scott Briggs: Not at this stage, but that could change tomorrow. Ted Jacoby III: Everybody, we will be right back after these messages. Diego Carvallo: I’m Diego Carballo with T.C. Jacoby & Co.. T.C. Jacoby & Co. specializes in international dairy markets. For new customers that haven’t done business with Jacoby, I would tell them that we can provide them with many of the powders, dairy products that they consume, not only with the physical product, but we can also help them mitigate their risk. We know dairy. We know the main players. We know the main providers for the whole value chain. We are one of the strongest players in the U.S. market because we have contact all the way from the farmer moving the liquid milk all the way to the end users that buy the end products. I am Diego Carballo with T.C. Jacoby & Co., and we bring dairy to the world. Ted Jacoby III: Josh, I’m gonna put you on the spot. Is the U.S. gonna continue to increase our exports? And if so, who do we increase those exports at the expense of? How is that gonna play out? Josh White: Yes. We’re going to absolutely continue to increase our exports. The most obvious area is where there’s gonna be a need, and that’s fat, at the moment. It’s pretty well-noted that we’ve invested heavily in cheese production, boy, if those new cheese process facilities are running at the moment, they’re happy to have a co-product in whey proteins. Things are looking pretty good at the moment. As a result of that, we’re assuming that anybody who can produce cheese or process cheese is trying to process just as much as they possibly can. As a result of that, it seems pretty eminent that the U.S. will continue to have available cheese for the global consumer. Now we’ll take a look at the protein side. One of the expected results of this protein movement in the U.S., and now again, I wanna clarify this movement because I think there’s a lot of chatter about GLP-1 being the main driver, and I would almost view that as just a catalyst and a reason why the U.S. market might be leading in protein consumption. ‘Cause if you look around the world, this is a health and wellness trend that is not exclusive to the United States, not exclusive to Europe. It’s happening everywhere. We receive inquiries from all over the world, including import regions, for protein. Given the limitation on whey protein availability, one would assume that we’re gonna see quite a migration to milk proteins, and Scott did a great job of alluding to that earlier. We’re finding different ways of concentrating protein and delivering it to the consumer. The result of that, fat’s going to come along with it. I’ve listened to Gus, Mike and the team talk fairly openly about the incredible improvements in components over the past several years from the U.S. dairymen. Scott alluded to component growth in other parts of the world as well. We’re going to have surplus fat, and there’s going to be extra fat beyond what the U.S. consumer can take in, and as a result of that, we’re going to be hungry to capture market share in the global market. Now, you ask, “At whose expense?” And that’s a loaded question in some ways because I think there’s two things going on. I also think fat consumption globally is increasing, maybe not at the rate protein is and maybe not as popular right now, but if you look, ever since the early 2000s when we made this paradigm shift in the U.S. to moving away from the old food pyramid model and moving into this clean label, healthy consumable products, fat no longer was the enemy, and it seems like ever since that happened, the world has also agreed, and we’ve continued to see more clean label dairy fat being consumed per capita globally. So, two things will happen. One is the U.S., we’re in position to grow our milk production more quickly than anywhere else in the world. We have the infrastructure, currently, we have the economics to do that, and we might outpace that fat consumption growth globally. Which means then, yes, we will have to capture some market share. And from who? It, it’s either going to be Europe or Oceania, and I think that’s a seasonal thing. I don’t know that I would point to either single market as being the loser in that, other than that the dairy support and economic situation and the outlook for dairy growth in Europe seems to have more headwinds than the rest of the world. One would assume that they’re a bit more vulnerable, right now, to the U.S. capturing market share. Ted Jacoby III: Joe, what about fat? Joe Maixner: Josh summed it up pretty clearly. We’re going to have to continue to be a net exporter of fat. We’re gonna continue to add fat into our system with all of these high protein demand and these components that just continue to creep higher and higher. We’re not going to consume everything that we can supply. We will have to be a net exporter of fat moving forward until either the supply structurally shifts or we find a different way to utilize it. I agree with Josh and Scott that it’s going to be seasonal dependent on whose expense it comes at because I think that our fat market, our butter market specifically, is going the direction that cheese has gone over the past 15 years, where it becomes almost a cyclical market. We’ll be really competitive, we’ll get a lot of exports on the books, we’ll clean up our inventories, and then our pricing will spike, we will not be competitive on exports for a while, which will develop this surplus of domestic inventory and force us to depress pricing again and go back into the export markets. Josh White: We have a U.S. bias obviously, as we’re looking at the world. The one limitation to U.S. capturing fat market share is the reputation of U.S. fat being quite a bit different. Our commodity butter is an 80% salted butter. Our packaging is different. The visual appearance of our product is different. The flavor profile of our product is a bit different. Up until now, the opportunity for us to capture market share has happened largely in the processing sector as an ingredient to make something else. As of late, we’re starting to realize a little bit more of a win in, say, food service applications in developing markets and other things. From your perspective, how close is the U.S. to penetrating into the food service or retail business in import regions for butterfat? Scott Briggs: Yeah. It’s a good question. I think there’s two parts to that answer. The first is that you break down trade barriers slowly, but it happens. It’s been happening since the start of trade, right?  You know, I do think that there’s the ability to continue educating the consumer to get them comfortable with the product, the appearance of the product. I think I said that to Joe once: U.S. butter, it’s not terrible. It’s a great tagline. But I’m not a marketing guy. It will continue to gain acceptance, I think, Josh. I think the second thing to recognize is that with Fonterra, so New Zealand, trying to put so much fat into food service applications, I think for the point of educating, as you say, what does that mean in Asia and China? It’s not necessarily just butter. UHT cream is just this massive category which keeps on growing in Asia. Asia’s not this singular thing. Like they’re all sub-markets. But as a generalization, bakery is huge through a lot of Southeast Asia China itself. If you travel there, it’s cakes, it’s pastries, it’s a hell of a lot of really nice product. It’s seen as a luxury good if you like and through the supermarkets and convenience stores and everything like that. That’s a huge sector which needs a more functional application. There’s a lot of growth in there. That’s actually leaving behind ingredient markets for U.S. fat, whether that be in Australia or whether that be into Southeast Asia or the Middle East. So that is actually to me, probably the lowest hanging fruit, and it’s what you’ve already seen. So it’s not like you need to necessarily change the spec immediately to go for these applications. It can be just as easily going for what’s been left behind by New Zealand. Just one point that I’d make about whose market share is the U.S. gonna take on certain products? The European milk growth in late last year really does mask the fact that we probably still need U.S. butterfat exports to balance the world market. If you were to take the 100,000 excess tons that Europe made in the second half of last year out of the market, say that was unsustainable milk growth for a period of time, once we eat through that stock, we’ve taken a lot of the U.S. growth, if you like. We’ve absorbed a lot of that growth in what you’ve made, and we needed it. So I do think that we’re going through a process of still eating through those European stocks overall, and that glut that we had, which was driven by two years of fantastically high milk prices. But once we get through that, the global consumer is buying $5,000 butter, and they’re buying $3,000 skim. And that is a price level that’s comfortable in a lot of the world. Mideast is obviously going through a few lumps right now, so we may have some problems on demand in the next six months. But once we get through that and, hopefully the conflict there is over and they return to some kind of growth, we do get to a position where we probably need U.S. fat in the world market. Mike, you made the comment about how well the U.S. farmer is now not feeding for fat, and it does seem like some of that fat component growth at least is slowing. Do you see responsiveness to fat prices significantly, and how can that change the U.S. fat balance of being a reliable or necessary exporter? Mike Brown (2): As far as producer decisions, I’ve had some conversations, particularly with cheese plants, who are seeing some changes and talking with their producers. And some are making some adjustment to ration changing sources, and what those sources are finding is what we’re seeing in the milk supply, protein remains relatively strong and still grows. Fat has slowed down a bit, and most of it is PKE. That seems to be the change. Talking with producers, I had a good conversation, actually, last fall with a very high producing Jersey herd who said that if fat gets below about $1.70, it doesn’t really make sense for him to feed PKE anymore because he isn’t getting enough return from it. I think there’s probably some doing that. Is it broad? I think when the U.S. cows are milking so well, they’re reluctant to make a lot of ration changes that might slow things down. But we’re seeing somewhat on the margin. Will it solve the problem? No, because it’s genetics. It’s the genomics, our selection for fat. There’s so much variability in fat genetics within cattle, particularly Holsteins, that they’ve been able to make huge progress, and of course that’s permanent. So I expect that fat will continue to stay high. So, will we see some moderate fluctuations from time to time? Sure. That market will, I think, have some effect, particularly since they’ve gotten so high. Will our trend change? No. We’ll continue to improve in fat and in protein with time just because genetic selection in the U.S., particularly with sexed semen and genomics, has just gotten so intense that I don’t see that changing. The rate of gain will slow because the base population is higher versus the sires that are being used, but that will continue. We may slow down. We’re not gonna turn around and go the other way. Ted Jacoby III: Awesome. Thanks, Mike. Jacob Menge: I was gonna stir the pot a bit and almost take the other side by saying I have a degree in economics, so I succumb to liking to pretend that free trade is how everything works in the world. And it doesn’t. And I think we’re pretty clearly going down this path of almost a bifurcated world of trade relationships. And I really think it would be a mistake to ignore that moving forward, especially with Russia potentially being able to supply China in the future. We’re almost taking for granted that everyone is gonna buy from the most efficient producer in the world, and we’re really going into this kind of tumultuous geopolitical landscape that it feels like we’re probably ignoring. I don’t think that changes the fact that the U.S. is still gonna have to export. We’re producing more than we’re gonna consume. We’re not gonna let the product rot. We’re probably not gonna shut down all these nice facilities we just built. But it does make me question what price we are going to be getting when we go to export the products. What happens to the basis on those export sales? There’s a big geopolitical issue when it comes to a lot of the analysis we’ve just been doing. Scott Briggs: How much of the cake is baked? How much growth are we guaranteed to see on U.S. milk supply in the next two to three years, and cheese supply, just as a function of these investments that have already been made? How much of the world trade has already bifurcated? China’s getting it from New Zealand. Okay, that could break. I could see that breaking. I could see the Middle East possibly breaking, like you’re already seeing Iran getting certain product from Belarus or you already seen China get part of it. So there could be massive breakages in there, you’re right. The challenge is if we were to stop trading between Russia, the ‘Stans, and China, if that became one zone and we all became the other zone, like the two biggest linkages are the Middle East and New Zealand, and you probably do flood the market if you were to stop that. Who would get hurt in that scenario? It’s probably Europe. It’s Gonna be a race to the bottom to try and kill some of the highest cost milk production. Yeah, how much of the cake is baked? Ted Jacoby III: I would say it is pretty baked. But I think of it more in terms of between the current trends we’re seeing and how sticky we suspect they are from a breeding-to-beef standpoint, specifically cattle supply, beef cattle supply, and being able to continue to supply the beef market with beef, I think we’re gonna continue to see some really good returns to dairy farmers breeding to beef, which means they are going to resist and be pretty resistant even when the milk price is low to reducing the number of cows in the U.S. That’s number one. That puts in a really hard floor. In addition to that, those dairy farmers, especially the really big ones, are making really good money when you add the beef income on top of the milk income, and they’re looking to continue to expand as a result. So, in terms of the capacity that’s already added, they’re gonna fill it up. In terms of the additional capacity, which, let’s just put it this way: Over the last two to three years, we’ve had a lot of new capacity. Over the next couple of years, we will continue to have additional capacity added, but at a lower rate than what we just saw, but it’s all gonna get filled up. I don’t think we’re gonna have a problem over the next three to five years filling the capacity that we build because I think that the income situation for the dairy farmer in the U.S., it’s just in a really good spot. Even if you take, what’s our worst-case scenario from a milk revenue standpoint? Whey protein prices collapse. We produce so much milk that butter prices stay low, nonfat prices stay low, cheese prices stay low. All that means is we’re just gonna be that much more competitive in the global market, and I think our overproduction is probably gonna hurt Europe more than it’s actually gonna hurt the U.S. Josh White: I’ll just maybe add to it that, the most obvious way that the U.S. has invested is to add a lot of cheese processing capacity over the past few years, massive investments. People are well aware of it. But the aggregate of all of the incremental expansions and all of that has been really significant as well. It feels almost imminent right now that we were already investing in dairy growth before the beef on farm income reached a level that it’s at today, and it just doesn’t feel like that’s going to change any time in the near future. And as a result of that, it only maintains or accelerates that desire to make more milk. We were having conversations 24 months ago about how would we have the heifers to grow the herd? How would we do this? We found a way to grow the herd. The component growth outperformed expectations, and it’s only been more consistently profitable because the revenue stream’s been spread across more things. So we’re gonna have milk, and if we’re gonna have milk, we’re going to figure out a way to process that milk. And so far, there must have been some really good foresight to do that and build all of this cheese processing capacity to absorb it up till now, and we’ve got a little runway left to continue to fill them up. But there’s conversations at every major place about how do we extend our put-through and extend our yield by shipping more condensed skim, by processing more UF milk products, by… I can go on and on. I don’t know if it’s exactly what you were asking, but are we done in investing in our ability to process more milk? I don’t believe so. The next move had to have already been thought about and has to be under construction. We’re years out from the one after that. I think there’s plenty that are thinking about the next move. Mike Brown (2): It’s kinda like the beef has created this amazing revenue stream for dairy producers in the U.S., and our use of sexed semen and beef selection has just improved that. Same with whey proteins and plant profitability. With these very high whey protein isolate and whey protein concentrate prices, even at a 70-cent whey market, your margins on your whey proteins are very high, which gives those plants a little more room to grow. But I think the other part is: we’ve always talked about growth in cheese, the milk proteins are growing, too, and as whey protein prices get higher, manufacturers and product developers are figuring out ways to use lower-priced dairy protein alternatives, and that market’s gonna grow as well. How much milk do we have left to dry into whey? How much milk are we gonna have left to dry into powder if those markets continue to grow? We don’t think they’re done yet. We think that growth is there. Will these prices stay where they are forever? Probably not, but the demand seems to be continuing to grow. Part of it isn’t will we grow our plants, it’s also what will we be making in those plants? Are we gonna be making more focus on other protein products than just cheese? Ted Jacoby III: I think one of the most ironic things about milk production in the U.S. right now is the fact that the biggest danger, the thing that would hurt the dairy farmer the most right now, is actually not milk cost. It’s beef price. What would happen if the beef price collapses to the point where breeding the beef is no longer profitable? We’re going to double the amount of dairy heifers we start producing. You know how that plays out? That plays out by, right now the number of lactations out of a cow has gone from two to three to four, which is decreasing the rate of increase of the components in the milk because you’re turning over a smaller percentage of your herd every year. All you’re gonna do is speed that up. So maybe our milk production plateaus or even drops a little bit, but the components in the milk increase will speed up as a result. You’ve got the U.S. dairy industry now in a position where even the worst-case scenario continues to be a threat for Europe or the rest of the world from a milk supply standpoint. Mike Brown (2): We look at the percentage of milk in the U.S. that is now produced by these extremely efficient, very well-managed, very well-leveraged herds, and so our susceptibility is less. It’s kinda like we’re going through a heat wave right now, Scott, and everybody says, “What’s that gonna do to milk?” A whole lot less than it used to because of the controlled environments of our modern barns. We’ve done a lot and kinda like I think in a lot of industries, we’ve had some good profitability, people have made investments for the long term. And when you make big investments for the long term, you don’t usually turn around. You’re committed to being in the business. I think the biggest thing for us, in my mind, is for years we’ve been looking at the whey and dry milk markets, exports are a huge part of those sales. Cheese is growing, and we’ve reached a point with cheese where those export sales are becoming more and more important, and so how do we sustain them over time? What do we need to do? I think a good example, Joe’s been working a lot with our opportunities in butter over the last few years and working with folks that we work with and what do I need to make to take best advantage of those export markets? We’ll continue to do that as well. We’re just thinking a lot more world demand than just, “I need to make a 40-pound block of cheddar and who will buy it?” We’re trying to think a little harder than that now. Scott Briggs: Mike, you touched on if we’d had the milk production growth that we’ve had in the last two years 10 years ago, we would’ve wiped out certain pieces of milk production around the world. The market would not have absorbed that level of additional product. Now, we certainly had a period in October, November, December last year, where things got uneconomic in certain part of the world, and we didn’t last. Because ultimately, the demand shone through and, having listened to the podcast, protein demand and that protein story is a huge part of that in the States. That, to me, is a trend that’s really only beginning around a lot of the other parts of the world. It can go underestimated from your side of the world. You guys are the vanguard in that. You’re the leaders in it. You’ve got the category. China’s got a great category in this area and is making some huge investments in it. But, we’ve just seen here in Australia and in Southeast Asia some massive investments from European companies into cottage cheese, into ready-to-drink categories with the principal idea of exporting them to Asia. And, that growth model into developing markets is always put a high price product in there that’s branded from a developed market, and then grow the category with the local champion. You get an imported product, it looks sexy and it looks great, and it’s like a luxury product, and then you grow the category by producing a lower price point product to try and then get the local population really going for it. And so that’s just started. The other thing that’s really hot in different parts of Asia is, funnily enough, processed cheese for food service. It’s a really quickly growing category. It’s a category that gets a lot of interest. We’ve spent a lot of time on the point of does the U.S. have a competitive advantage for supply, in this kind of changing world. I think one of the biggest pieces of competitive advantage that the States has is its ability to grow an export pathway. It’s a mindset; it’s a trade infrastructure, as well, with government relations and everything like that allows you to grow into world markets in a way that probably a lot of other places don’t have. If we’ve got a growing demand, and I made this point before, we might see a few lumps here, mainly because of the Middle East, right? The Middle East looks a little bit overbought, looks a little bit quiet. Southeast Asia’s having a few little hiccups with changes in Indonesia and some of their currency devaluation, like these sort of short-term issues. But longer term, it’s very comfortable for a Southeast Asian consumer buying $2,800 to $3,200 skim and $5,000 butter. These are price points that work now, which never worked before, that’s the growth price point now. I do think that we’re going to have a situation where the world market is gonna be the next engine for some of the growth in protein demand and fat demand as well. Tristan Suellentrop: Scott, being based in Australia, I’d be interested to hear your perspective on the potential super El Niño that was confirmed this week. How does that factor into your outlook for dairy production in Oceania over the next year or two? And how concerned should producers in Australia and New Zealand be if it develops as forecasted? Scott Briggs: So it’s a very detailed topic. The El Niño indicator that everybody looks at is the Southern Oscillation Index, which is screaming El Niño at the moment. The reality is that what impacts Australia and New Zealand is not just the El Niño. It can be a major impact, but we’ve also had years where it has had no impact, and probably even at a similar level of El Niño indicator. And the reason for that is the El Niño obviously talks about what’s happening out in between South America and Asia, so that pressure, but our weather system, particularly in our dairy regions, is just as impacted by how much moisture is exiting Antarctica and moving north, into the southern parts of Australia, which are our heavy dairy regions, and also into New Zealand. The other weather system that impacts our dairy production during spring and our moisture levels is how much tropical cyclone activity is actually exiting the Pacific Islands and moving down into the North Island of New Zealand, which really doesn’t have a lot to do with El Niño either. The key point is that, right now El Niño, yeah, it’s a real phenomenon, but it’s not the only thing that’s gonna impact Oceania. when you look back at the history, which we have, some years it’s a really important thing, and other years you can have a fantastic spring in what seems to be an El Niño year. The other point that I’d make is that we have fantastic moisture right now. We’re getting huge rainfalls through Australia particularly, but also in New Zealand, which are really recharging things over winter. Economics would also mean that we’ve all got a fair bit of silage buffered away from the last 12 months of good weather. So I don’t think, at this stage, we’re seeing anything that’s like a huge impact on Oceanic dairy, but it’s very early. The thing that we’re all gonna need to watch out for is how much does it rain, particularly in New Zealand in December. New Zealand in December, January, that’s really when we have to start looking at what might happen. Ted Jacoby III: Cool. All right. Scott, this was a fantastic discussion. Thank you so much for joining us. Really appreciate your insight and your expertise in what’s going on the other side of the pond. Thank you.  Thank you. Lockhart, thank you very much. Cheers, guys. Next time on The Milk Check. Will Loux: The U.S. exports as we go forward here over the next few years is at a crossroad. Do we swing back to balancing to milk fat, which would mean we’re probably short of protein? Or do we start balancing to protein, which means we’re gonna need to find homes for a heck of a lot more cheese and butter. Ted Jacoby III: Join us and our special guest, Will Loux from the U.S. Dairy Export Council as we discuss the future of U.S. dairy exports. Ending commercial: The best part of my job is working directly with cheesemakers and helping their businesses run better because they make wonderful, great products. Anything we can do to make them more successful not only helps them, but helps Jacoby. We look at how milk flows through their plant, what their real cost of products are, so when they’re making marketing decisions, making new investments, particularly on whey processing, they have a benchmark to use to determine what opportunities they have and what the returns would be. Whey has become so valuable with these high-protein markets. There’s added value that they can get by just condensing it, and maybe moving further down the supply chain in the longer term, making products themselves. My role is to help them cost that so they have a better understanding of what the opportunities can be. Longer term, we expect the whey protein market to remain very valuable. For one part of the supply chain to be successful, everyone has to be, and part of my role is trying to help people be as competitive as they can possibly be. My superpower is practical application of data and analysis. I believe firmly that Jacoby’s success is because we help our suppliers and our buyers be successful. I’m Mike Brown, and I love working for T.C. Jacoby & Co. because I get to help people make their businesses more successful.

fWotD Episode 3363: Curlew sandpiper Welcome to featured Wiki of the Day, your daily dose of knowledge from Wikipedia's finest articles.The featured article for Monday, 20 July 2026, is Curlew sandpiper.The curlew sandpiper (Calidris ferruginea) is a small wader. It is a long-distance migrant, breeding in the bogs and coastal lowlands of the Siberian Arctic, arriving there in June and staying until August or September. After the breeding season, it migrates south to spend the winter in Africa and along the coasts of Oceania and southern Eurasia, occupying tidal mudflats and saltpans.It has three main plumages that change with maturity and season. The non-breeding plumage shows brown-greyish upperparts and white underparts. The breeding plumage is much more striking, with the entire front tinted a deep rusty colour, more intensely so in males. The first-year bird does not migrate or breed, instead remaining in its overwintering range throughout the breeding season. It may occasionally moult into its breeding plumage, which is largely similar to that of an adult but with white spots on the chest. The non-breeding juvenile plumage is also like that of an adult, except with creamy-coloured streaking on the breast and pale fringes on some of the wing feathers, leading to a scaly appearance. Adults superficially resemble the larger but shorter-billed red knot and the red phalarope in breeding plumage, and the dunlin and stilt sandpiper while not breeding. Juveniles may be confused with the larger and yellow-legged juvenile ruff, or the juvenile dunlin, which has a streaked chest.The curlew sandpiper's courtship behaviour is complex and involves several distinct displays. In one, the male constructs a faux nest on the ground to present to the female. Another is a graceful aerial chase accompanied by frequent warbling calls. In a third, the male dances around the female on the ground, displaying his tail feathers and rump; this display sometimes culminates in copulation. The female almost always lays one clutch of eggs, usually around the end of June, which hatch after 20 days and fully fledge at 14–20 days. Chicks are relatively mature and mobile at birth. The curlew sandpiper's breeding success is linked to the lemming population; in years with many lemmings, its predators hunt them instead. It is omnivorous, foraging in large flocks in wetlands for various invertebrates, including crabs and insects.It is listed as a vulnerable species on the IUCN Red List because land development and the invasive smooth cordgrass have caused significant habitat loss to its overwintering and migratory sites, and climate change has lowered its breeding productivity. The curlew sandpiper has an estimated annual survival rate of 75–80%.This recording reflects the Wikipedia text as of 00:53 UTC on Monday, 20 July 2026.For the full current version of the article, see Curlew sandpiper on Wikipedia.This podcast uses content from Wikipedia under the Creative Commons Attribution-ShareAlike License.Visit our archives at wikioftheday.com and subscribe to stay updated on new episodes.Follow us on Mastodon at @wikioftheday@masto.ai.Also check out Curmudgeon's Corner, a current events podcast.Until next time, I'm standard Kimberly.

World news in 7 minutes. Monday 20th July 2026.Today: World Cup winners. UK Burnham. Norway, Spain fires. Hungary president. Ukraine hits ships. Germany surrogacy. US-Iran war. China landslide. Kenya quarantine. Sao Tome election. Peru earthquake. Guyana ferry. Canada fires. And the winner is...With Ben MallettSEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities.You can become a supporter at send7.org/supportContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us!Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Ben Mallett and Juliet Martin every morning. Transcripts, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated stories in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.For more information visit send7.org/contact or send an email to podcast@send7.org

Show Notes This week on MSB: Domon takes our Gundam Boy Evaluation Test and scores off the charts in one metric, Schwarz Bruder remembers the old ways, the Death Army displays unexpected potential, Master Asia finds some new students, Nina has theories, and Thom finds himself on desperate ground. Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.comRead transcript

When should artificial intelligence supplant human intelligence? And when should human intelligence lead? For climate action, for impacts on health, for investing and portfolios, where can AI tools multiply productivity—and what situations cause a quality assurance minefield?  Learn from innovators around the world (from Europe to Oceania to the Americas) when and how AI tools bring new value, expand audiences—and where human intelligence and empathy is still required, and how we all can benefit. We will delve into how AI can improve the expansion and sustainability of food systems, which can also enhance climate justice, and access to nutrition for low-income communities. Wine Sponsor: Bonterra Organic Wines A Business & Leadership Member-led Forum program. Forums at the Club are organized and run by volunteer programmers who are members of The Commonwealth Club, and they cover a diverse range of topics. Learn more about our Forums. Organizer: Elizabeth Carney  Learn more about your ad choices. Visit megaphone.fm/adchoices

There are 3000 Papuans in the Netherlands. Some who are now a part of the third-fourth generation migrants. In this episode, cultural historian and researcher Nancy Jouwe explores the history of the West Papuan community in the Netherlands, tracing the colonial and political circumstances that shaped their migration and diaspora. We discuss how West Papuans have maintained their cultural identity across generations, the importance of preserving language, history, and tradition, and the enduring connections they continue to foster with the wider Pacific. This conversation offers a powerful insight into the resilience of Oceania's peoples beyond the islands.Send us Fan MailThe Moanan is a Pacific-lef social enterprise based in Auckland, Aotearoa. We're building a global community of thinkers, creatives, and change-makers rooted in Oceania. Whether you're from the islands or just island-curious, join our community:Website: themoanan.comInstagram: @themoananEmail: hello@themoanan.com

World news in 7 minutes. Friday 17th July 2026.Today : Ukraine politics. EU drone deal. Germany Uber takeover. Turkiye anniversary. Italy bridge sentence. Kenya Del Monte deaths. Algeria wildfires. Myanmar shipwrecks. New Zealand bird flu. Venezuela talks. US-Brazil tariffs. Expensive T-Rex.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities. You can become a supporter at send7.org/supportWith Stephen DevincenziContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

Get the free Friday newsletter: send7.org/newsletterWorld news in 7 minutes. Thursday 16th July 2026.Today : DRC Ebola funding. Nigeria army attack. Iran-US war. Japan bear hunt. Spain-Gibraltar open. Ukraine sea strikes. Chile emergency. Brazil Lula-Bolsonaro. US ICE stops stops. Daylight saving. World Cup final decided.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities. You can become a supporter at send7.org/supportWith Stephen DevincenziContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

This past week the world bid farewell to New Zealand's Sam Neill, one of Oceania's finest actors. We rebroadcast Verifier Andy's Profile on him in his memory.

Get the free Friday newsletter: send7.org/newsletterWorld news in 7 minutes. Wednesday 15th July 2026.Today : Middle East fighting. China Typhoon. France fire. Spain deepfake. US ICE shootings. Mexico case. Rubio against ICC. Cuba no power. South Africa protests. No diamonds. Language learning makes you young on the inside.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities. You can become a supporter at send7.org/supportWith Stephen DevincenziContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

World news in 7 minutes. Tuesday 14th July 2026.Today: Thailand pub fire. US blockade. New Zealand Neill. Guinea-Bissau Pereira arrest. Nigeria shooting. France wildfire – Europe heat. Germany Volkswagen jobs. Ukraine drones. El Salvador Bukele. With Ben MallettSEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities.You can become a supporter at send7.org/supportContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us!Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Ben Mallett and Juliet Martin every morning. Transcripts, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated stories in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.For more information visit send7.org/contact or send an email to podcast@send7.org

On Oceania's highest mountain, the last remaining tropical glaciers are melting at an unprecedented rate. Recent research shows that they have lost the bulk of their ice within just a few decades. Scientists describe this as an irretrievable loss. - Am höchsten Berg Ozeaniens schmelzen die letzten tropischen Gletscher in einem noch nie dagewesenen Tempo. Aktuelle Forschungen belegen: In wenigen Jahrzehnten haben sie den Großteil ihres Eises eingebüßt. Wissenschaftler sprechen von einem unwiederbringlichen Verlust.

World news in 7 minutes. Monday 13th July 2026.Today: Spain wildfire. UK politician murdered. Ukraine PM replaced. Canada shooting. Greece flight accident. Iran-US missiles. Bangladesh flooding. Nigeria students rescued. South Africa footballer. Venezuela housing. US senator Graham. And US World Cup semi-finals. With Ben MallettSEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities.You can become a supporter at send7.org/supportContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us!Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Ben Mallett and Juliet Martin every morning. Transcripts, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated stories in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.For more information visit send7.org/contact or send an email to podcast@send7.org

Show Notes This week on MSB, can Shinjuku survive yet another climactic showdown? Could Domon have ended things right here if hejust had the right attitude? Who is behind the (goofy) mask of Neo German Gundam Fighter Schwarz Bruder? And how might that cloaking device of his actually work? Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.comRead transcript

World news in 7 minutes. Friday 10th July 2026.Today : New Zealand defence alliance. China factory fire. Australia India uranium deal. United Kingdom defence. Ukraine drone strikes. DRC protests. Tanzania arrests. Costa Rica crime policy dispute. Guatemala human smuggling case. United Kingdom Count Binface.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities.You can become a supporter at send7.org/supportWith Juliet MartinSign up for the new free Friday newsletter - www.send7.org/newsletterContact us at podcast@send7.org or send an audio message at speakpipe.com/send7We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

Fern is joined by Ed Morrison, the CrossFit Pacific Regional Manager, Seminar Staff Flowmaster, and Owner of Charge CrossFit. Join Fern, Ed, and other industry leaders at the Oceania Affiliate Summit August 21–23, 2026, at the Sea World Resort on the Gold Coast, Queensland, Australia.---Take the free Affiliate Blueprint Assessment

World news in 7 minutes. Thursday 9th July 2026.Today : United Kingdom royal pardon. Vatican cardinal assault investigation. Tanzania gold reserves. Egypt economic agency powers. Cuba power outage protests. United States shooting investigation. United States Iran strikes. Pakistan cargo plane wreckage. Bangladesh refugee camp landslide. Japan moon transport project. Taiwan crab conservation.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities.You can become a supporter at send7.org/supportWith Juliet MartinSign up for the new free Friday newsletter - www.send7.org/newsletterContact us at podcast@send7.org or send an audio message at speakpipe.com/send7We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

Get the free Friday newsletter: send7.org/newsletterWorld news in 7 minutes. Wednesday 8th July 2026.Today : Turkiye NATO summit. Syria explosions. Hamas control. Saudi oil plans. Australia bridge bird. World Cup. Venezuela debris. France Le Pen decision. UK Farage election. DRC Ebola cases. Uganda catnip repellent.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities. You can become a supporter at send7.org/supportWith Stephen DevincenziContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

Get the free Friday newsletter: send7.org/newsletterWorld news in 7 minutes. Tuesday 7th July 2026.Today : FIFA Trump corruption. Peru acceptance. Sri Lanka prison violence. Iran funeral. Turkiye NATO. China floods. Ukraine Russian attacks. UK children stay home. Zimbabwe power cut. Morocco terrorism foiled. Cape Verde heroes welcome.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities. You can become a supporter at send7.org/supportWith Stephen DevincenziContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

World news in 7 minutes. Monday 6th July 2026.Today: US and Venezuela independence days. Iran Khamenei funeral. Ukraine drone strike. Germany AfD. France forest fire. China pastor released. Mali rebels. And Egypt discovers Byzantine city. With Ben MallettSEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities.You can become a supporter at send7.org/supportContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us!Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Ben Mallett and Juliet Martin every morning. Transcripts, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated stories in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.For more information visit send7.org/contact or send an email to podcast@send7.org

Show Notes In the Interlude this week, does Yugoslavia still matter? Does it still matter for Gundam in 1994? Plus, back in Yugoslavia: Stalin pulls a top ten anime betrayal (which might even be a Top Ten Stalin Betrayal, a much more competitive field), Yugoslavia proves itself a strange kind of beast, Ante Pavelić is more the slippery kind, and this podcast still isn't about Prince Paul. Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.comRead transcript

Get the free Friday newsletter: send7.org/newsletterWorld news in 7 minutes. Friday 3rd July 2026.Today : Ukraine Russian attacks. Albania protests. Tour de France heat. Thailand monks crash. Indonesia whipping. Ethiopia rabies. Somalia social media arrest. Venezuela rescue. US Trump crypto. North America heatwaves. World Cup success.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities. You can become a supporter at send7.org/supportWith Stephen DevincenziContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

World news in 7 minutes. Thursday 2nd July 2026.Today : Ireland EU Council. Germany Nord Stream charges. Belgium apartment fire. Malta murder trial. Ivory Coast floods. Nigeria oil asset. Qatar US-Iran talks. Kazakhstan snap election. Myanmar dam project. Pakistan tutoring centre collapse. Cuba US talks stalled. United States earthquake relief. Canada joins Eurovision.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities.You can become a supporter at send7.org/supportWith Juliet MartinSign up for the new free Friday newsletter - www.send7.org/newsletterContact us at podcast@send7.org or send an audio message at speakpipe.com/send7We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

Get the free Friday newsletter: send7.org/newsletterWorld news in 7 minutes. Wednesday 1st July 2026.Today : Venezuela week. US decisions. UK defence spending. Ukraine birds. Monaco explosion. Germany suspect. Spain million migrants. India electric rickshaws. Thailand murder links. South Korea AI. South Africa, Senegal protests. And goal-scoring international brothers.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities. You can become a supporter at send7.org/supportWith Stephen DevincenziContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

Get the free Friday newsletter: send7.org/newsletterWorld news in 7 minutes. Monday 29th June 2026.Today : Venezuela earthquake rescue. Bolivia unpegs. Serbia Vucic announcement. Europe heat records. Hungary pride. Ukraine-Russia attacks. France, China plane crashes. Iran-US attacks. Thailand murder. Burkina cuts France. Cape Verde still in.SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities. You can become a supporter at send7.org/supportWith Stephen DevincenziContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Ben Mallett every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

World news in 7 minutes. Tuesday 30th June 2026.Today: Germany shooting. Poland deports. UK Burnham speech. Uganda closes outlets. Nigeria kidnapping. Afghanistan airstrikes. Thailand murder. Venezuela aftershocks. US Supreme Court. And World Cup knockouts.   With Ben MallettSEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities.You can become a supporter at send7.org/supportContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us!Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Ben Mallett and Juliet Martin every morning. Transcripts, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated stories in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.For more information visit send7.org/contact or send an email to podcast@send7.org

Show Notes This week on MSB, G Gundam sets an unprecedented pace that would put the Shrikes to shame, Nina raises some interesting questions about the timeline, Thom dishes of scientific facts, and Domon takes a leap of faith. Ready? Go! Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.comRead transcript

Show Notes This week on MSB: your hosts are shocked, dismayed, horrified by a sudden and entirely unexpected betrayal, a beloved Victory Gundam character makes a cameo, Rain reminds us that she's always got the right tool for every scenario, and Domon keeps one eye on the clock. Ready? Go! Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.comRead transcript

Read transcriptShow Notes This week on MSB, Domon walks into the most obvious trap in history and suffers a series of betrayals that will leave you shocked to your core... or they might have if the opening narration hadn't given the whole thing away! What evil lurks behind the mysterious new Mobile Fighter and its Darkness Finger? Nina and Thom are on the case, but first they have to decide whether it looks more like a moth or a bat. Plus, Rain is holding out for a partner (he's gotta be strong, he's gotta be fast, and he's gotta be fresh from the Gundam Fight), Master Asia needs enrichment in his enclosure, and like a true child of the 90s, Sai Saici prefers video games to exercise. Ready? Go! Mobile Suit Breakdown is written, recorded, and produced within Lenapehoking, the ancestral and unceded homeland of the Lenape, or Delaware, people. Before European settlers forced them to move west, the Lenape lived in New York City, New Jersey, and portions of New York State, Pennsylvania, Delaware, and Connecticut. Lenapehoking is still the homeland of the Lenape diaspora, which includes communities living in Oklahoma, Wisconsin, and Ontario. You can learn more about Lenapehoking, the Lenape people, and ongoing efforts to honor the relationship between the land and indigenous peoples by visiting the websites of the Delaware Tribe and the Manhattan-based Lenape Center. Listeners in the Americas and Oceania can learn more about the indigenous people of your area at https://native-land.ca/. We would like to thank The Lenape Center for guiding us in creating this living land acknowledgment. You can subscribe to Mobile Suit Breakdown for free! on fine Podcast services everywhere and on YouTube, visit our website GundamPodcast.com, follow us on Twitter, Instagram, and Facebook, or email your questions, comments, and complaints to gundampodcast@gmail.com. Mobile Suit Breakdown wouldn't exist without the support of our fans and Patrons! You can join our Patreon to support the podcast and enjoy bonus episodes, extra out-takes, behind-the-scenes photos and video, MSB gear, and much more! The intro music is WASP by Misha Dioxin, the recap music Window by 1000 Handz, and the outro is Long Way Home by Spinning Ratio, all licensed under Creative Commons CC BY 4.0 licenses. All music used in the podcast has been edited to fit the text. Mobile Suit Breakdown provides critical commentary and is protected by the Fair Use clause of the United States Copyright law. Gundam content is copyright and/or trademark of Sunrise Inc., Bandai, Sotsu Agency, or its original creator. Mobile Suit Breakdown is in no way affiliated with or endorsed by Sunrise, Bandai, Sotsu, or any of their subsidiaries, employees, or associates and makes no claim to own Gundam or any of the copyrights or trademarks related to it. Copyrighted content used in Mobile Suit Breakdown is used in accordance with the Fair Use clause of the United States Copyright law. Any queries should be directed to gundampodcast@gmail.com