For all the demand wins dairy has seen this year, growing milk supplies and expanding cow numbers continue to keep dairy markets under pressure and prices trending lower.
Butter production eased in April as seasonal demand begins to build. With prices remaining low, buyers have started securing supplies for the months ahead.
Milk production numbers seem to be the ongoing dark cloud looming over the dairy market. What is impressive is the market’s ability to find demand in a growing supply chain.
U.S. dairy exports continue to surge in 2026, with first-quarter volumes climbing 11% year-over-year as record cheese and butterfat demand helps absorb growing milk production.
Cheese has been the strong silent type as far as market leaders in dairy. The impressive demand despite an abundance supply has started to catch traders’ eyes.
Ninety-six cents is how far Grade A Non-Fat Dry Milk has rallied since the beginning of the year. Nearly a dollar of appreciation over the last four months to make a record-breaking year. What is to come for the rest of 2026?
At risk of sounding like a broken record, milk production and the growing number of cows weigh heavily on dairy markets. However, global demand could be facing its own set of challenges.
The U.S. dairy industry is currently being held together by cattle prices and export volumes. Conflict with Iran has everyone on edge for what this means for the U.S. economy and if any of that impact will trickle down to the dairy industry.
Last week, with the stroke of a pen, President Trump increased milk options available to students in schools across the country. Will this change the demand picture for the dairy market, or is it all hype?
The dairy market has had a tough run for the majority of 2025. As we approach the new year, is there any hope for prices going forward? The USDA seems to believe that growth is yet to come.
