HIGHLIGHTS: APRIL 18, 2025
• USDEC’s new tariff tracker
• USTR releases revised shipping fee proposal
• USDEC talks sustainability and exports at CheeseCon
• Ag coalition calls for U.S. continued participation in WTO
• Member opportunity: enter IDF’s Innovation Awards
• Election results from USDEC membership meeting
• Recaps of IAG and CCP AG committee meetings
• Membership meeting slide presentations available for download
• Webinar looks at labeling of cellular agriculture products
• Member opportunity: one-on-one meetings with North African buyers
• USDEC 2025 events calendar
• Market Summary: GDT rises but China questions abound
• UK extends ban on dairy and meat from EU
• Indonesia teams with UAE on milk project
• NDDB offers help to Kenya dairy sector
• Hilmar names Schlafer as CEO
• Welsh dairy completes whey, fluid milk facility
• Company briefs: Arla, Yili, Valio, Capsa Food, Müller
Featured
USDEC tariff tool tracks quickly evolving U.S. trade measures and responses
Given the swift-moving nature of ongoing trade and tariff policies, USDEC has developed a 2025 Dairy Tariff Tracker as a members-only resource. The tool is designed to provide a country-by-country overview of proposed and implemented U.S. tariffs, corresponding foreign responses, and the status of ongoing trade negotiations. Please reach out to Tony Rice (trice@usdec.org) if you have any questions.
A link to the members-only tracker can be found here.
USTR revises ship fee proposal
The USTR’s office announced a revised proposal to bolster the U.S. shipbuilding industry by levying fees on Chinese-built and Chinese-owned vessels. The original proposal called for fees that would have resulted in significantly higher costs for U.S. agricultural exporters, including dairy. USDEC filed comments, signed letters and helped coordinate congressional letters (see Global Dairy eBrief, 4/11/25 and 4/4/25) expressing concerns about the measures in the original proposal and calling for reducing the fees. The reduced fee structure of the adjusted plan is listed below.
Additional revisions include:
- Fees on Chinese vessel operators and owners and Chinese-built ships will be assessed per U.S. voyage, NOT per port call. These fees are imposed on a given ship no more than five times per year.
- Fees are not “stacked,” meaning only one fee will be assessed per U.S. voyage.
- Upon proof of order of a U.S.-built vessel, fees or restrictions on an equivalent non-U.S.-built vessel will be suspended for up to three years.
The fee structure and effective dates are as follows:
Fees on Chinese-Owned or Chinese-Operated Vessels
Based on net tonnage (a volume calculation of ship capacity).
- Effective as of April 17, 2025: $0 per net ton
- Effective as of Oct. 14, 2025: $50 per net ton
- Effective as of April 17, 2026: $80 per net ton
- Effective as of April 17, 2027: $110 per net ton
- Effective as of April 17, 2028: $140 per net ton
Fees on Operators of Chinese-Built Vessels
Operators must pay the higher of the following two fee calculations.
1) Net Tonnage-Based Fee:
- Effective as of April 17, 2025: $0 per net ton
- Effective as of October 14, 2025: $18 per net ton
- Effective as of April 17, 2026: $23 per net ton
- Effective as of April 17, 2027: $28 per net ton
- Effective as of April 17, 2028: $33 per net ton
OR
2) Container-Based Fee:
- Effective as of April 17, 2025: $0 per container discharged
- Effective as of October 14, 2025: $120 per container discharged
- Effective as of April 17, 2026: $153 per container discharged
- Effective as of April 17, 2027: $195 per container discharged
- Effective as of April 17, 2028: $250 per container discharged
For a rundown of all the details and links to related documents, see USDEC's April 18 Member Alert. Members with questions about the new rules should contact USDEC’s Tony Rice at trice@usdec.org.
USDEC talks sustainability and exports at CheeseCon
USDEC emphasized the continued importance of sustainability in international dairy trade at this week’s CheeseCon gathering April 15-17 in Madison, Wisconsin. To remain competitive with global dairy buyers and to protect U.S. dairy farmers’ license to operate, U.S. dairy must continue to demonstrate the industry’s sustainability commitments and focus on the sustainability attributes that matter most to customers.
USDEC’s Nick Gardner, senior vice president, Sustainability and Multilateral Affairs, and Megan Sheets, vice president, Strategic Insights, spoke at the session, “Sustainable Trade: Exploring the Nexus of Sustainability and Dairy Exports,” which also featured panelists from USDEC members Grande Cheese, Sartori Cheese and Schreiber Foods.
Gardner and Sheets emphasized that sustainability remains a central focus across key markets and multilateral fora. Anti-dairy advocacy groups continue to attack dairy for its environmental impact, particularly larger, more efficient production systems like those in the U.S. At the same time, consumers are demanding more transparency about how their food is produced. Meanwhile, the European Commission and EU member states are advancing policies that limit dairy growth and efficiency, while increasingly working to apply those requirements to third countries through trade agreements and international standards-setting bodies.
Sustainability, particularly U.S. dairy’s efficiency story, offers a major competitive advantage for U.S. dairy farmers and processors, they said.
Gardner stressed that U.S. export competitors and their government representatives will continue to use international platforms to advance their trade objectives. Sustained and strategic U.S. engagement—across both multilateral and bilateral channels—is essential to keeping markets open, expanding new opportunities, and ensuring that domestic sustainability investments translate into export growth.

At this week's CheeseCon, left to right: USDEC's Megan Sheets; Jason Burley, Grande Cheese; Alfiya Thomas, Schreiber Foods; Carly Arendt, Sartori Cheese; and USDEC’s Nick Gardner.
Ag groups call for continued U.S. membership in WTO
A coalition of 30 U.S. agriculture organizations, including USDEC and NMPF, sent a joint letter to the leaders of the House Ways and Means and Senate Finance Committees urging support for continued U.S. membership in and leadership of the WTO. While the letter acknowledges certain concerns related to “the functionality and balance” of the WTO, the organization has also “created meaningful economic and political stability that cannot be underestimated.”
The letter outlines how U.S. agricultural exports have nearly tripled since the U.S. adopted major WTO agreements in 1994. It also cautions about China’s rising influence in the organization, warning that “Without a strong U.S. counter to China’s actions within the WTO, the organization and its rules risk being reduced to a vehicle for China’s continued economic and political growth internationally.”
“Without the WTO, our country will lose critical market access for American food and agricultural exports, but more importantly, we will lose the opportunity to build rules that allow us to feed the world,” it concludes.
Seeking USDEC nominations: IDF Innovation Awards
The annual International Dairy Federation (IDF) Innovation Awards are designed to demonstrate the engagement and dynamism of the dairy sector worldwide, offering a unique platform to showcase innovative processes, practices and products that improve efficiency and contribute to the UN Sustainable Development Goals. This is an opportunity for USDEC member success stories to be submitted and potentially featured as award winners during the high-profile awards ceremony at the IDF World Dairy Summit (WDS), which will take place Oct. 21 in Santiago, Chile.
This year’s awards categories recognize innovative and game-changing ideas, concepts, methods, or processes that enhance sustainability and positively impact the dairy sector. The categories are as follows:
- Sustainable Farming Practices
--Innovation in Environmental Sustainability in Farming
--Innovation in Animal Care in Farming
--Innovation in Socio-Economic Sustainability in Farming
- Sustainable Processing Innovation
- New Product Innovation
--Innovation in Dairy Products for Human Nutrition
--Innovation in Food Safety Equipment
--Innovation in Packaging and Transparency for Dairy Products
- People & Planet in the Dairy Sector
--Innovation in Inclusion and Women’s Empowerment in Dairy
--Innovation in Climate Action in the Dairy Sector
--Innovation in Marketing and Communication for Sustainable Dairy
Ensuring robust award submissions, and hopefully some U.S. winners, is an important component of maximizing the value of the IDF WDS for U.S. dairy and showcasing U.S. global leadership in innovation and sustainable production. We encourage your organization to consider submitting an appropriate program or initiative for the awards to take advantage of this once-in-a-generation opportunity to win such recognition on our home turf. The awards will be open for entries until June 7, 2025.
To learn more about the awards click here. If you are interested in providing a submission or have any questions, please contact Kelly Sheridan, USDEC’s vice president, Environmental Affairs, at ksheridan@usdec.org.
Peterson, Nyman swap roles as chair and vice chair at USDEC board elections
Last week’s Annual Membership Meeting marked the yearly USDEC leadership elections. Members approved a planned position swap that saw Becky Nyman become USDEC chair and Alex Peterson take over as vice chair. Barb O’Brien was reelected as secretary/treasurer.
The board also chose two new at-large members for the Operating Committee: Corey Scott, Midwest Dairy, replaced Chad Vincent, Dairy Farmers of Wisconsin, and Kevin Quinn, Idaho Milk products, replaced Katie Quinn, Darigold. Amanda Durow, CoBank, and Martin Bates, Dairy Farmers of America, are serving the second year of two-year terms.
Leaders for four committees were also selected.
- Cheese & Consumer Products: Incumbents Alfiya Thomas, Schreiber Foods, and Marshall Reece, Associated Milk Producers Inc., named chair and vice chair, respectively.
- Global Ingredients: Incumbent Greg Rodriguez, MCT Dairies, named chair; Christine Van Asten, Darigold, named vice chair.
- Trade Policy: Incumbent Patti Smith, DairyAmerica, named chair; Kyle Jensen, Hilmar Cheese Co., named vice chair.
- Finance: Incumbents Barb O’Brien, Dairy Management Inc., and dairy farmer and USDEC chair Becky Nyman, renamed chair and vice chair, respectively.
USDEC committee meetings cover plans for 2025, potential approaches for 2026
On April 9, the day after the general session of the Annual Membership Meeting, USDEC’s Ingredients and Cheese and Consumer Products Advisory Groups met for a half-day each to review upcoming activities. Participation in USDEC advisory groups is one of the most effective ways for U.S. dairy suppliers to maximize their USDEC memberships.
The Cheese & Consumer Products Advisory Group (CCP AG) discussed the direction of USDEC’s cheese marketing program—given the current market situation—as staff starts planning for 2026 onwards. The committee also reviewed the final and funded 2025 Cheese Marketing Plan. Committee notes and slides will be shared within the next two weeks. Please contact Angélique Hollister, senior vice president, Global Cheese Marketing at ahollister@usdec.org with any questions.
The Ingredients Advisory Group (IAG) met with 19 members from 16 companies to align and provide input on mid- to long-term strategic marketing priorities for USDEC’s ingredients marketing program for 2026 and onward. The committee interacted with a panel of eight USDEC International Office Representatives on current market dynamics and recent program highlights to raise awareness, interest and preference for U.S. dairy ingredients, discussed the trade competitive landscape, and reviewed the final funded 2025 Ingredients Marketing budget. Given difficult and uncertain trade conditions, the 2026 program approach and focuses will be revisited during the IAG meeting on Oct. 21 in Chicago covering the proposed 2026 tactics. Slides and minutes will be distributed to IAG members following the meeting. Please contact Vikki Nicholson-West, senior vice president, Global Ingredients Marketing at vnicholson-west@usdec.org with any questions.
Slide presentations from Annual Membership Meeting ready for download
USDEC has posted the slide presentations from last week’s Annual Membership Meeting. To download them, go to the archived Membership Meeting landing page here and scroll down. Video recording of the presentations will be added to the page in the coming days. If you have any questions, please contact Weston Abels at wabels@usdec.org.
IDF webinar reviews progress on Protecting Dairy Terms
As advancements in cellular agriculture continue to evolve, the need for clear and consistent terminology becomes increasingly important. The International Dairy Federation (IDF) held a webinar on April 16 to review progress toward establishing guidelines for the appropriate use of dairy terms relative to these new products and consistent with the framework of the Codex General Standards for the Use of Dairy Terms (GSUDT). USDEC’s Nick Gardner, senior vice president, Sustainability and Multilateral Affairs, participated in the webinar to present a recently published IDF position paper applying the GSUDT to cellular agriculture products and ingredients that seek to imitate or replace conventional milk and milk products.
Gardner outlined the key findings of the paper while additional speakers Savencia and SODIAAL offered their perspectives on how and why dairy terms are protected in Europe. Melissa Cameron, chair of the IDF Standing Committee of Standards of Identity and Labeling, and sustainable dairy nutrition manager at Dairy Australia, moderated the event.
While affirming IDF neutrality on cellular agriculture, the paper lays out IDF’s interpretation that the GSUDT would not allow products made through cellular agricultural technologies to use dairy terms, concluding that products obtained through cellular agriculture technologies must be clearly distinguishable from milk and milk products by the consumer.
In addition to publishing the paper on its website, IDF distributed it through its national committee network. These committees have been asked to use the document to inform national-level outreach as national regulatory bodies develop new regulations applying to these products.

Webinar participants discuss cellular discuss dairy terms in the context of the Codex GSUDT and cellular agriculture.
Events
One-on-one meetings with North African buyers
USDEC has invited several buyers from Algeria, Libya, Morocco and Tunisia to the U.S. for a Reverse Trade Mission on May 4-9, 2025. The buyers will be available for one-on-one meetings on Friday, May 9 from 9:00 a.m. to 5:00 p.m. at the Tyson Corner Marriott in Virginia. Members interested in meeting with these buyers should please register here. USDEC will then follow up with more logistical details.
Please see here for profiles and products of interest from the buyers attending the mission. For those who register to attend the meetings on Friday, we invite you to join us for the reception that will be held the night before on Thursday, May 8. For questions, please contact Nuhami Alemu at nalemu@usdec.org.
USDEC 2025 events
For your convenience, USDEC has compiled a chronological list of dairy export-related member events currently slated for 2025. This list is effective as of April 18 and will evolve as new opportunities develop, funding is finalized, or unexpected changes arise.
MAY
- Southeast Asia U.S. Dairy Proteins Healthy Active Aging Innovation Workshop, Singapore, May 7-8, 2025
- USDA Agribusiness Trade Mission, Hong Kong, May 12-16, 2025
JUNE
- USDA Agribusiness Trade Mission, Peru, June 9-12, 2025
- Seoul Food and Hotel Trade Show, Seoul, June 11-14, 2025
- International Cheese and Dairy Awards, Stafford, England, June 25-26, 2025
JULY
- USDA Agribusiness Trade Mission, Dominican Republic, July 13-16, 2025
- Expo IAlimentos, Colombia, July 30-31, 2025
AUGUST
- Food Ingredients South America, Brazil, Aug. 26-28, 2025
SEPTEMBER
- U.S. Dairy Supply Seminar, Sept. 11, Ho Chi Minh City, Vietnam
- U.S. Dairy Supply and Innovation Seminar, Thailand, Sept. 15, 2025
- Food Ingredients Asia, Thailand, Sept. 17-19, 2025
- Espacio Food and Service, Chile, Sept. 30-Oct. 2, 2025
OCTOBER
- U.S. Dairy Innovation Seminar, Oct. 2, Ho Chi Minh City, Vietnam
- USDEC Sustainability Seminar, Singapore, Oct. 7-8, 2025
- Food Tech Summit & Expo, Mexico, Oct. 8-9, 2025
- IDF World Dairy Summit, Chile, Oct. 16-25, 2025
- Ingredients Advisory Group Tactical Plan Meeting, Chicago, Oct. 21, 2025
NOVEMBER
- USDA Agribusiness Trade Mission, Mexico, Nov. 3-6, 2025
- U.S. Dairy Protein Nutrition Seminar, Nov. 4, São Paulo, Brazil
- Gulfood Manufacturing, Dubai UAE, Nov. 4-6, 2025
- COP30, Brazil, Nov. 10-21, 2025
- World Cheese Awards, Bern, Switzerland, Nov. 13-15, 2025
DECEMBER
- USDA Agribusiness Trade Mission, Cote D’Ivoire, Dec. 8-11, 2025
- 4th Quarter Joint USDEC Meeting of the Cheese and Consumer Products Advisory Committee and the Trade Policy Committee Meeting, Washington, D.C., Dec. 10-11, 2025
Market Summary
GDT prices ramping up as questions on China abound
The Global Dairy Trade (GDT) Price Index had its best day in two months on April 15, rising 1.6%. With EU milk production off to a slow start in the calendar year and Oceania winding down its season (and monthly output beginning to lag the previous year), global supplies are tightening, keeping pricing elevated.
China question marks
China again led all buyers at the April 15 auction, taking 35% of the total volume, including the top spot in WMP, butter, AMF and cheddar. China’s modest dairy import rebound has held up so far despite mounting challenges spurred by Trump Administration tariffs and its own domestic economic issues (the ongoing real estate crisis, deflation, youth unemployment).
China’s first-quarter economic growth exceeded expectations, rising 5.4% over the previous year, driven in part by stimulus spending that has supported domestic consumption. It would be premature to say that dairy consumption in China is rising along with overall general consumption, which is being fueled more by consumer electronics and other home goods. China’s ongoing import recovery may have as much to do with foundering domestic milk production and importers stocking up in the face of uncertain times.
On the domestic production front, farmgate prices have been in freefall for the last two-plus years and it has led to obvious repercussions on dairy product production. Domestic dairy product output was reportedly down more than 6% in January and February. No improvement is in sight.
In terms of uncertainty, economic troubles are poised to grow in the months ahead, as fallout from the tariff war with the U.S. builds. Despite the strong first quarter, analysts expect Chinese GDP to undershoot the government target of +5% significantly, with some forecasting it as low as +3.5% for the year. China is expected to implement additional stimulus measures to counter the challenge from the U.S., but faced with such daunting economic hurdles, its leadership presence at GDT will likely ease in the months ahead.
Other buyers also active
China may have led all buyers again at this week’s GDT auction, but others had healthy presences as well. The EU took 24% of all product sold and led all SMP buyers once again. The Middle East ticked up to 11% of volume sold. And while Southeast Asia underperformed compared to the previous auction (taking 24% of sales versus 26%), it still was No. 2 across all the major categories.
Most products posted gains. Here’s a quick rundown of select average winning prices:
- WMP +2.8% to US$4,171/MT (the highest price since April 2022; all contracts gained)
- SMP -2.3% to US$2,795/MT (taking a bite out of the 5.4% increase at the previous auction)
- Cheddar -1.8% to US$4,923/MT (the first price decline in four auctions)
- Mozzarella +5.4% to USS$4,763/MT
- Butter +1.5% to US$7,679/MT (yet another record high)
- AMF +2.1% to US$6,838/MT
U.K. government widens ban on meat and dairy imports to include personal use
In an effort to protect British farmers from foot-and-mouth disease (FMD) after its detection in other EU countries, government officials in the UK have extended restrictions on the personal imports of food products that pose a risk of FMD transmission. The government had already banned personal imports of cattle, sheep and other ruminants and pig meat as well as dairy products, from Germany, Hungary, Slovakia and Austria in response to confirmed outbreaks of FMD in those countries. With the extension, travelers are no longer able to bring cattle, sheep, goat and pig meat, as well as dairy products, from EU countries into Britain for personal use. This restriction includes bringing items like sandwiches, cheese, cured meats, raw meats or milk into Britain—regardless of whether it is packed or packaged or whether it has been bought at duty free. Official said the “new EU-wide restrictions better safeguard the U.K. against the changing disease risk, and provide clear rules for travelers, helping them to comply with the regulations.” (Agriland, 4/13/25)
Indonesia secures major dairy investment deal with UAE
Indonesia finalized an investment deal with UAE that focuses solely on the dairy sector, with both nations aiming to enhance production and develop a sustainable supply chain. The move aligns with Indonesia’s broader efforts to boost the country’s food security and reduce its reliance on imported dairy products.
UAE dairy company Al-Ain Farms will partner with Indonesian authorities to invest approximately US$50 million in the country’s dairy infrastructure to modernize local dairy farms, improve milk processing facilities, and increase domestic milk production to enable Indonesian farmers to improve milk yields and quality. The company plans to begin operations by mid-2025, with initial efforts focused on upgrading facilities in Java, a major dairy-producing region. Specific details of the deal are still emerging. (USDEC Middle East/North Africa office; Dairy Business Africa, 4/12/25)
NDDB, Kenya Dairy Board explore collaboration to boost Kenyan dairy sector
As part of ongoing efforts by India’s National Dairy Development Board (NDDB) to support Kenya’s dairy sector, officials from both entities met to explore potential areas of collaboration. The meeting focused on key aspects including genetic improvement, vaccine manufacturing, dairy equipment production, packaging and the development of dairy cooperatives.
NDDB emphasized India’s experience in building a robust dairy ecosystem, particularly through cooperatives, and said it was eager to share its knowledge and technology to help improve milk production and farmer livelihoods in Kenya. The collaboration may involve training programs for Kenyan co-ops, drawing from India’s Amul model. The Kenyan delegation expressed interest in leveraging India’s advancements in genetic improvement and vaccine production to enhance animal productivity.
The meeting also covered the role of NDDB’s subsidiary, IDMC Ltd., in providing dairy equipment and packaging solutions and the export opportunities the program could open for Kenyan dairy products. (USDEC Middle East/North Africa office; Dairy Business Africa, 4/7/25)
Company News
Hilmar names Schlafer as new CEO
Hilmar Cheese named former Foremost Farms USA President and CEO Greg Schlafer as the company’s new CEO effective July 1. Schlafer replaces David Ahlem, who announced he was stepping down as CEO in late 2024. Ahlem will become a board advisor.
Schlafer has served on the boards of the National Council of Farmer Cooperatives, NMPF and the Innovation Center for U.S. Dairy. Prior to Foremost, he held leadership roles at J.R. Simplot, Lamb Weston and General Mills. He will be only the third CEO in Hilmar’s 41-year history. (Company reports)
Gemak completes South Caernarfon Creameries facility
Wales-based South Caernarfon Creameries (SCC) and its dairy processing line designer/manufacture Gemak completed SCC’s new whey, milk and cream processing facility. Gemal says the plant meets SCC’s net-zero water goals for processing whey concentrate with 30% solids.
In addition to the whey processing plant, the project also includes a new milk and cream processing plant, storage silos and a CIP unit for SCC’s existing cheese plant. The facility has a processing capacity of 600 tons per day of milk and whey concentrate. In an effort to bolster its competitiveness in the global market, SCC recently undertook a £15 million (about US$17 million) expansion to ramp-up cheese production from 15,000 to 23,000 tons annually, including £5 million (about US$6 million) in support from the Welsh government. (Company reports)
Mergers, acquisitions and joint ventures
As part of its strategy to enter the growing functional health yogurt and drinks market, Müller UK & Ireland acquired UK.-based kefir brand Biotiful Gut Health. The Biotiful Gut Health business will continue to operate as usual, with Founder Natasha Bowes supporting the team in an advisory capacity to ensure a smooth transition and Müller Yogurts & Desserts CEO Richard Williams joining the existing leadership team to support the brand’s growth. … Spain-based dairy group Capsa Food acquired an additional 20% stake in local cheese maker Innolact, which supplies cream cheese, mascarpone and other dairy products to 45 countries across five continents. The acquisition makes Capsa, which acquired a 40% stake in the cheese maker in July, Innolact’s majority shareholder. … In a move to strengthen its specialty cheese platform, New Jersey-based food importer Gellert Global Group acquired Heartisan Foods, a Wisconsin-based producer of premium branded and private-label specialty cheeses including the Red Apple and Naturally Good Kosher brands. (Company reports: Just Food, 4/11/25)
Company briefs
British dairy cooperative Arla Foods began work on its previously announced £179 million (about US$203 million) mozzarella plant at its Taw Valley Creamery in Devon, UK (see Global Dairy eBrief, 5/17/24). … Following Feihe’s lead (see Global Dairy eBrief, 4/11/25), Chinese infant formula makers Yili Group and Junlebao are offering subsidies to encourage couples to have babies. The two programs are funded at about $219 million each. Yili’s program will offer qualifying households about $220 each and also provide health and counseling services during pregnancy and the first three years of a child’s life. Details on Junlebao’s program were unavailable at press time. … Ireland-based Kerry Group expanded its footprint in East Africa with the opening of a taste manufacturing facility in Rwanda to support local food and beverage manufacturers. A company statement said the facility, which is located in Kigali, will enable Kerry “to deliver sustainable and authentic taste solutions tailored to local preferences and build on Kerry’s strategy to locate manufacturing and R&D facilities closer to high-growth markets across the continent.” … To improve production efficiency and profitability, Finnish dairy company Valio said it plans to relocate the Kauhava factory operations it acquired from Raisio plc in March (see Global Dairy eBrief, 2/21/25) to Oulu or Joensuu. If implemented, the plan would mean the closure of the Kauhava factory as early as the end of the year. … French dairy group Yoplait filed a lawsuit in Ireland against Danone alleging the company has imitated Yoplait’s Skyr yogurt range with its own product. (USDEC China office; USDEC Middle East/North Africa office; Company reports; Food Business Gulf & Middle East, 4/5/25; Irish Independent, 4/14/25; FoodBev Media, 4/16/25)
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