this post was submitted on 26 Jun 2023
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[–] tirohia 1 points 1 year ago (1 children)

We might have been the only country. There would have been a tonne of other companies not from New Zealand competing in that market though. I odn't think we're going to agree on that though so ... moving on.

There being nothing differentiating Fonterra milk powder from any other milk powder is entirely my point - if they could have moved their production to premium markets, they would have. They haven't, which suggests to me that they can't. So at least we agree on that :)

The milk in a vat thing, it's been around in some fairly primitive forms for several years, it's been very interesting watching it develop.

https://phys.org/news/2021-01-yeast-cow.html

https://www.theguardian.com/food/2022/sep/18/leading-the-whey-the-synthetic-milk-startups-shaking-up-the-dairy-industry

https://www.washingtonpost.com/business/2023/03/12/precision-cultivated-dairy/

https://www.abc.net.au/news/2022-08-30/synthetic-milk-made-without-cows-may-be-coming-to-supermarket/101383770

There's a bunch of companies - Perfect Day and New Culture in the US, Legendairy Foods in Germany. Remilk in Israel. If there's not someone, somewhere in amongst all that planning on ramping up produce milk powder for industrial uses, I'd be very surprised. As I say, companies who use milk powder in their industrial processes, literally do not care if it comes from a vat or a cow. Short term not so much. Long term, I don't see how this doesn't screw Fonterra if they carry on as if it was nothing.

[–] [email protected] 0 points 1 year ago (1 children)

We might have been the only country. There would have been a tonne of other companies not from New Zealand competing in that market though.

How so? How many other countries were even thinking about being GMO free?

There being nothing differentiating Fonterra milk powder from any other milk powder is entirely my point - if they could have moved their production to premium markets, they would have.

That makes no sense. Their entire business is to control the milk market in NZ. How could they move their production to another country? Are they going to ship liquid milk elsewhere and then turn it into powder there?

The milk in a vat thing, it’s been around in some fairly primitive forms for several years, it’s been very interesting watching it develop.

I know, I know. Any day now it's going to happen.

As I say, companies who use milk powder in their industrial processes, literally do not care if it comes from a vat or a cow.

What percent of the milk consumption in the world is for industrial processes?

I don’t see how this doesn’t screw Fonterra if they carry on as if it was nothing.

maybe they don't care about the 0.001% of the milk market this doesn't give a shit about how milk tastes or makes cheese or yogurt or whatever.

[–] tirohia 1 points 1 year ago

You don't have to be a country to sell GMO free produce.

By market, I meant the market for a product, not a physical place - the market for milk powder vs the market for premium ice cream for example.

I wouldn't say any day, but it will happen. Fonterra ignoring it demonstrates a lack of foresight - illustrating one of the reasons we're bad at capitalism.

Don't know the percentage of the top of my head, but milk powder (or casein derived from milk powder) is used in paints, paper manufacturing, textiles, it's used a an ingredient for a whole bunch of things in labs, packaging, an additive to some plastics, in some places an additive to concrete, it's used in cosmetics. Whey is used to produce industrial alcohol (Fonterra used to make this, don't know if they still do). It's got a lot of non-food related uses.

And even in the food industry, corporations like Nestle aren't going to care where it comes from when they're using it to adjust fat or protein content in the vast majority of their foods.