NAN IF doesn't move, the most in demand is A2, Aptamil, then Bal. While I agree with your concern empty shelf space phenomenon has been like this for years demand is just to strong, my observation there is a period on a yearly basis when we slightly exceed supply and stock becomes available again example December last year, then demand eventually gobbles that as well. I don't see we can make enough IF until the new plant in NZ becomes functional.
NZ exports update May 18 & IF exports Analysis, page-129
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