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Milk, Dairy and Grain Market Commentary
The cheese markets moved from strength to strength after the early-spring selloff energized exports. U.S. cheese is the cheapest in the world, and shipments to key markets – including Mexico and South Korea – remained formidable through February. USDA’s Dairy Market News reports that, more recently, export orders have been stronger than expected, as Mexican buyers have not been deterred by trade war uncertainty. American exporters are hustling to move cheese abroad, which has
3 days ago3 min read

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
Apr 114 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
California Dairy Sustainability Summit Includes Dairy Water Panel
A well-attended panel discussion on water for dairy operations was part of the program for the California Dairy Sustainability Summit...
Mar 288 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
SGMA Roundup
Semitropic Water Storage District in Kern County approved paying its share of the planning and permitting cost for the delta tunnel this...
Mar 144 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

CDFA Announces Plans for Referendum to Terminate QIP
On February 21, the California Department of Food and Agriculture (CDFA) announced that it is their intention to schedule a referendum...
Feb 281 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
Kern Subbasin Probationary Hearing Scheduled for February 20
I attended two separate Kern Subbasin GSA board meetings this past week. The Kern folks are ready for their hearing. A tremendous amount...
Feb 151 min read
Pumping 1/100th of Available Water: A Case Study in Regulatory Constraints
On February 10, 2025, flows from the Sacramento River through the Delta were increasing following a series of storms in Northern California.
Feb 153 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
President Trump is the Great Disrupter and California Water Management Needs Disruption
California is in a situation right now where the northern part of the state (above Sacramento) is very wet, and the rest of the state...
Feb 72 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
White House Releases Memo on California Water
On January 20, the White House released a Presidential Action memo on California water (see below). While the intent of the memo is...
Jan 242 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
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