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Milk, Dairy and Grain Market Commentary
Spring has sprung and the resurgence of allergies isn’t the only sign of the season. Milk volumes are also expanding in most regions as the spring flush moves across the country. Seasonal increases are compounding milk volumes that are growing year over year both in liquid terms and in component values. As a result, milk supplies are plentiful in most parts of the U.S. Demand from bottlers has generally been upbeat, especially as many educational institutions are wrapping up
3 days ago4 min read

Milk, Dairy and Grain Market Commentary
Tariff drama took center stage again this week as the long-awaited “Liberation Day” arrived. Speaking from the Rose Garden, President...
Apr 44 min read

Milk, Dairy and Grain Market Commentary
Dairy producers are doing all they can to keep their barns and milk tanks full, and it shows. In the week ending March 15, they sent just...
Mar 283 min read

Milk, Dairy and Grain Market Commentary
The days are getting longer and milk production is climbing. It’s officially spring. The Midwest welcomed in the new season with a few...
Mar 214 min read

Milk, Dairy and Grain Market Commentary
The dairy markets are adjusting to the new regime. Trade threats – and new tariffs on U.S. dairy exports to Canada and China – have...
Mar 143 min read

Milk, Dairy and Grain Market Commentary
Like a teenager in a bad relationship, U.S. tariffs on goods from Canada and Mexico are on-again, off-again, and then changing their...
Mar 74 min read

Milk, Dairy and Grain Market Commentary
Red ink flooded Chicago this week. The dairy markets suffered a deluge of data and news that invigorated the bears. The trade war heated up.
Feb 285 min read

Milk, Dairy and Grain Market Commentary
U.S. milk production may have changed its tune. After slipping in the final months of 2024, output appears to have grown in January,
Feb 214 min read

Milk, Dairy and Grain Market Commentary
Love is in the air. And while folks across the country may be looking forward to preparing a special date night dinner for their...
Feb 154 min read

Milk, Dairy and Grain Market Commentary
It was a truly wild week on LaSalle Street. The dairy markets swung violently back and forth amid the on-again, off-again trade war.
Feb 74 min read

Milk, Dairy and Grain Market Commentary
This week may have been light on USDA reports, but there was no shortage of news for the dairy markets to digest. Developing stories...
Jan 314 min read

Milk, Dairy and Grain Market Commentary
To the dismay of hamburger consumers across the nation, dairy producers sent just 2.76 million cows to slaughter in 2024. That was...
Jan 244 min read

Milk, Dairy and Grain Market Commentary
The cheese markets are searching for direction. In the rearview mirror, booming exports and a steep drop in U.S. cheese stocks argue...
Jan 174 min read

Milk, Dairy and Grain Market Commentary
The dairy markets are adjusting to the post-Christmas routine. Traders are back at their desks, and milk bottlers are running full throttle.
Jan 104 min read

Milk, Dairy and Grain Market Commentary
As the new year unfurls before us, dairy producers and other industry stakeholders are preparing for the opportunities and challenges...
Jan 34 min read

Milk, Dairy and Grain Market Commentary
Bah! Humbug. California dairy producers are likely expressing their frustration with more colorful – but less festive – epithets as the...
Dec 20, 20244 min read

Milk, Dairy and Grain Market Commentary
Class III futures bounced back bigtime this week, led by another strong performance in the whey market. CME spot whey powder rallied...
Dec 13, 20244 min read

Milk, Dairy and Grain Market Commentary
The dairy markets had a lot of data to digest along with their turkey. While Americans topped their mashed potatoes and slathered...
Dec 8, 20243 min read

Milk, Dairy and Grain Market Commentary
Never doubt the power of the profit motive in a free market. In the face of a devastating virus and a systemic heifer...
Nov 22, 20244 min read

Milk, Dairy and Grain Market Commentary
Soaring temperatures, summer shortages, and sky-high prices are out of season as the cheese and butter markets hunker down for the winter.
Nov 16, 20243 min read
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