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Thanks for (another) insightful piece, Janette. Because I am mainly a “dairy guy” I found the bit about “carcass balance” really intriguing. In the dairy business, we always say that “balancing has a cost” -- one people sometimes miss when thinking big picture.

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Ooh that sounds like a relevant phrase in meat also! How do you describe the cost of balacing?

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Cows make milk 365 days of the year and, generally, we have more in the spring than in the fall. Some processing plants don’t want to -- or cannot -- run 7 days a week. Sometimes you need to buy extra milk in the fall. Managing that flow costs something. Balancing cost involves additional plant investment to add different capabilities/lines or understanding the discounts required to move surplus milk (and the premiums to procure extra when you are short).

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Oh interesting, so it’s more of a seasonal balancing challenge. Presumably there’s a components balancing challenge as well when not selling into fluid milk markets?

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