Commentary

Dairy markets: Week ended strong

The results of the Cold Storage Report were considered bullish versus our expectations for the cheese market. FULL STORY »

DHM Markets/Marketers: Fluid sales, cold storage

Today's post reviews January fluid milk sales, February cold storage data, and summaries of dairy replacement sales FULL STORY »

Dairy markets: The 800-lb. gorilla

Class IV traded mixed, caught in the crosshairs of a weaker NFDM market and a firming butter market. The NFDM situation is sluggish, with increased production of nonfat over SMP out West. FULL STORY »

DHM Markets/Marketers: Rabobank's global outlook

Today's post includes a look at Rabobank's latest global dairy outlook, an update on monthly dairy cow slaughter estimates, and USDA's extension of the dairy forward pricing program. FULL STORY »

Dairy markets: Milk report ‘neutral’

The February 2014 milk production report was neutral in comparison to what was expected. Internationally, production seems to be within seasonal norms. FULL STORY »

February milk production up 1.1%

Nationally, production was estimated at 15.94 billion lbs., up 1.1% from the year before. FULL STORY »

DHM Markets/Marketers: April Class I base up

Today's post includes the April FMMO Class I base price; March income margins; U.S. and California dairy product prices; CWT exports; ethanol/corn use FULL STORY »

DHM Markets/Marketers: CPI, LGM-Dairy

Today's post reviews the latest CPI report for dairy, summarizes a dairy replacement sale in Turlock, Calif., and looks ahead to the next PYP/LGM-Dairy call. FULL STORY »

Dairy markets: More noise today?

Class III futures picked up right where they left off last week, trading sharply higher ahead of the spot session, with limit-up moves for all 2Q 2014 months. FULL STORY »

FAPRI: 2014 will be peak for milk, dairy product prices

U.S. dairy producers will see the all-milk price peak well above $20.00/cwt. in 2014 before dipping back to $19.00/cwt in 2015 FULL STORY »

Dairy markets: How long will bulls run?

With the spring flush already underway in the Western U.S., and the Midwest about to set in, the question becomes how long can this bullish trend continue in the near term? FULL STORY »

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