Barry Wilson publishes a very good "Dairy Industry Newsletter" (DIN)from England. Subscription rates in the U.S. are a mere $790/year. An on-line edition is available for $1000/year.
In the December 8, 2009 edition DIN states, "Chinese imports of dairy products from world markets have soared this year."
A table shows October 2009 and November 08 - October 09. Whole milk powder increased 340%in the year and increased 260% in October 2009. Skim milk powder(SMP), which is essentially NFDM standardized to a fixed protein level, increased 18% in October 2009.
Meanwhile, USITC database shows U.S. exports to China of SMP, Jan-October 2009 have fallen 67% when compared to the same period in 2008.
Fonterra is, no doubt, the lead supplier. There is talk of a trade deal with the U.S that would give N.Z. (Fonterra)special trade privileges. Seems like that is already in place.