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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 14, 20253 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 7, 20254 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 28, 20255 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 21, 20254 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 15, 20254 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 7, 20254 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 31, 20254 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 24, 20254 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 17, 20254 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 10, 20254 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 3, 20254 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


Milk, Dairy and Grain Market Commentary
The cheese markets took another big step back this week. CME spot Cheddar blocks plummeted 11.75ȼ and closed at $1.72 per pound,...
Nov 8, 20245 min read


Milk, Dairy and Grain Market Commentary
It was an eerily quiet week on LaSalle Street, with no major reports for the dairy markets to digest. So, the trade ruminated on some...
Nov 1, 20244 min read


Milk, Dairy and Grain Market Commentary
Dairy market analysts got a surprise this week when USDA released its Milk Production report on Monday with stronger than expected results.
Oct 26, 20244 min read


Milk, Dairy and Grain Market Commentary
The dairy markets bounced this week, rejecting the notion that lower prices will be necessary to balance supply and demand. After the...
Oct 18, 20244 min read
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