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Keith Woodford

15th Mar 20, 9:09am
Keith Woodford analysis: The decision to go hard and early, requiring everyone entering New Zealand to self-isolate gives New Zealand a chance to stay on top of the COVID-19 coronavirus
Keith Woodford analysis: The decision to go hard and early, requiring everyone entering New Zealand to self-isolate gives New Zealand a chance to stay on top of the COVID-19 coronavirus
15th Mar 20, 9:09am
9th Mar 20, 9:46am
Keith Woodford says New Zealand has to act quickly with more travel restrictions if it is to hold back the COVID-19 pandemic
Keith Woodford says New Zealand has to act quickly with more travel restrictions if it is to hold back the COVID-19 pandemic
9th Mar 20, 9:46am
[Updated]
3rd Mar 20, 2:36pm
Finance Minister Grant Robertson urges banks to keep lending to even their more 'challenging' dairy farming customers, noting banks are best-placed to support businesses' cash flow
[Updated]
Finance Minister Grant Robertson urges banks to keep lending to even their more 'challenging' dairy farming customers, noting banks are best-placed to support businesses' cash flow
3rd Mar 20, 2:36pm
2nd Mar 20, 11:54am
Keith Woodford says the implications of coronavirus COVID-19 have become much starker for New Zealand as the virus goes global
Keith Woodford says the implications of coronavirus COVID-19 have become much starker for New Zealand as the virus goes global
2nd Mar 20, 11:54am
15th Feb 20, 2:05pm
Keith Woodford says COVID-19 is a black swan event that is likely to have larger effects across the New Zealand and global economy than currently recognised, but with New Zealand agri-food likely to be buffered
Keith Woodford says COVID-19 is a black swan event that is likely to have larger effects across the New Zealand and global economy than currently recognised, but with New Zealand agri-food likely to be buffered
15th Feb 20, 2:05pm
11th Feb 20, 7:25am
Keith Woodford says land-use change is no solution for most farms caught in the debt to asset pincer
Keith Woodford says land-use change is no solution for most farms caught in the debt to asset pincer
11th Feb 20, 7:25am
30th Jan 20, 10:31am
Declining dairy asset values plus high debt place many dairy farms in a pincer, with increasing numbers going equity negative despite being cash flow positive
Declining dairy asset values plus high debt place many dairy farms in a pincer, with increasing numbers going equity negative despite being cash flow positive
30th Jan 20, 10:31am
13th Jan 20, 9:59am
Keith Woodford explains how the artificial-food debate has lost sight of the fundamental biological and physical sciences, at which stage it becomes science fiction led by shock-jock commmunicators
Keith Woodford explains how the artificial-food debate has lost sight of the fundamental biological and physical sciences, at which stage it becomes science fiction led by shock-jock commmunicators
13th Jan 20, 9:59am
6th Jan 20, 10:11am
For ten years, banks incentivised staff to 'help farmers grow their business'. That led to over-lending in the dairy sector, and the recent bank pullback means farm prices are in decline and potential sellers face ugly options
For ten years, banks incentivised staff to 'help farmers grow their business'. That led to over-lending in the dairy sector, and the recent bank pullback means farm prices are in decline and potential sellers face ugly options
6th Jan 20, 10:11am
21st Dec 19, 9:15am
Fonterra’s purchase of minority assets at Chilean Prolesur is a divorce that had to occur, but it is just the first step in resolving Fonterra’s Chilean situation
Fonterra’s purchase of minority assets at Chilean Prolesur is a divorce that had to occur, but it is just the first step in resolving Fonterra’s Chilean situation
21st Dec 19, 9:15am
9th Dec 19, 10:41am
Keith Woodford explains how our forestry policy is not fit for purpose and will lead to perverse outcomes without much better targeting of permanent forests on the back-country
Keith Woodford explains how our forestry policy is not fit for purpose and will lead to perverse outcomes without much better targeting of permanent forests on the back-country
9th Dec 19, 10:41am
26th Nov 19, 9:27am
The Government is losing the forestry debate in rural New Zealand and needs to front up on the land change implications of zero carbon and emissions trading
The Government is losing the forestry debate in rural New Zealand and needs to front up on the land change implications of zero carbon and emissions trading
26th Nov 19, 9:27am
12th Nov 19, 11:26am
Keith Woodford says as a nation we need to tread carefully and do a lot of thinking before allowing a tsunami of overseas funds to lead a landscape transformation in New Zealand
Keith Woodford says as a nation we need to tread carefully and do a lot of thinking before allowing a tsunami of overseas funds to lead a landscape transformation in New Zealand
12th Nov 19, 11:26am
24th Oct 19, 12:17pm
Chilean dairy has similarities and differences to New Zealand; Fonterra is not liked by Chilean dairy farmers who now prefer other processors
Chilean dairy has similarities and differences to New Zealand; Fonterra is not liked by Chilean dairy farmers who now prefer other processors
24th Oct 19, 12:17pm
23rd Oct 19, 2:01pm
Guy Trafford looks at the lift in milk pay-outs from Fonterra and welcomes it but wonders if there is a potential downside. He also says it is no surprise that there are “no changes” to the Climate Response Bill regarding methane
Guy Trafford looks at the lift in milk pay-outs from Fonterra and welcomes it but wonders if there is a potential downside. He also says it is no surprise that there are “no changes” to the Climate Response Bill regarding methane
23rd Oct 19, 2:01pm
17th Oct 19, 3:17pm
by Guest
NZIER takes issue with Keith Woodford's view that GDP understates the economic contribution of agribusiness to NZ, arguing it's only measuring what GDP is supposed to measure and excludes exports
NZIER takes issue with Keith Woodford's view that GDP understates the economic contribution of agribusiness to NZ, arguing it's only measuring what GDP is supposed to measure and excludes exports
17th Oct 19, 3:17pm
[Updated]
14th Oct 19, 12:27pm
Agricultural GDP catches well under one quarter of the agribusiness system. As such it fails to capture the importance of agribusiness to the economy
[Updated]
Agricultural GDP catches well under one quarter of the agribusiness system. As such it fails to capture the importance of agribusiness to the economy
14th Oct 19, 12:27pm
29th Sep 19, 6:02am
Fonterra’s new strategy is all about cutting the cloth to suit the purse. The new overarching strategy is just the first step on a long path
Fonterra’s new strategy is all about cutting the cloth to suit the purse. The new overarching strategy is just the first step on a long path
29th Sep 19, 6:02am
23rd Sep 19, 12:03pm
Keith Woodford sets out how the seeds of Fonterra’s current situation were sown a long time ago, driven by over-confidence and arrogance in the overarching company culture
Keith Woodford sets out how the seeds of Fonterra’s current situation were sown a long time ago, driven by over-confidence and arrogance in the overarching company culture
23rd Sep 19, 12:03pm
17th Sep 19, 11:17am
Keith Woodford says Fonterra’s short-term problem is asset sales, asset values and earnings; the longer-term problem is a capital structure that is no longer fit for purpose
Keith Woodford says Fonterra’s short-term problem is asset sales, asset values and earnings; the longer-term problem is a capital structure that is no longer fit for purpose
17th Sep 19, 11:17am
2nd Sep 19, 10:10am
Keith Woodford lays out how Fonterra’s Chilean profits and market share have been dropping, and how its farmers have been deserting for other processors. He says write-downs appear likely
Keith Woodford lays out how Fonterra’s Chilean profits and market share have been dropping, and how its farmers have been deserting for other processors. He says write-downs appear likely
2nd Sep 19, 10:10am
20th Aug 19, 10:08am
Keith Woodford explains how Fonterra’s Australian operations must now be centre stage to Fonterra’s financial unravelling
Keith Woodford explains how Fonterra’s Australian operations must now be centre stage to Fonterra’s financial unravelling
20th Aug 19, 10:08am
13th Aug 19, 8:15am
Keith Woodford explains how Fonterra’s capital shortage has now got a great deal worse, with no easy answers
Keith Woodford explains how Fonterra’s capital shortage has now got a great deal worse, with no easy answers
13th Aug 19, 8:15am
5th Aug 19, 1:53pm
Keith Woodford calls on the Government to rethink its forestry policies so as to favour all New Zealanders of present and future generations, and to constrain the narrow-based behaviours of international investors
Keith Woodford calls on the Government to rethink its forestry policies so as to favour all New Zealanders of present and future generations, and to constrain the narrow-based behaviours of international investors
5th Aug 19, 1:53pm
20th Jul 19, 2:33pm
New A2 milk clinical trial with children has big implications both for child nutrition and also for the dairy industry
New A2 milk clinical trial with children has big implications both for child nutrition and also for the dairy industry
20th Jul 19, 2:33pm

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