Long -Term View of Component Prices
Many prior posts from this Blog Spot and other sources have expressed the problem for dairy farmers with the low price of components and the high price of feed, employees, and other expenses. This post will cover a long review of dairy component values. Long-Term in this post means the trends cover 27 years. Chart […]
Long -Term View of Component Prices
Many prior posts from this Blog Spot and other sources have expressed the problem for dairy farmers with the low price of components and the high price of feed, employees, and other expenses. This post will cover a long review of dairy component values. Long-Term in this post means the trends cover 27 years. Chart […]
Fluid Milk – Is it Growing or Shrinking?
Many prior posts covered the issue of “Too Many Cows and Too Much Milk.” The biggest problem is that domestic consumption of cheese is not growing, but cheese production is growing. This post will cover changes in fluid milk consumption. After many years of declining consumption, fluid milk consumption has now leveled out (Chart I). […]
Too Many Cows and Too Much Milk – and it’s Getting Worse!
Prices for producer milk are low. The primary factors are low butterfat and protein prices. What is causing this? Too many cows and too much milk. This post will show where these trends are going. Cow numbers are still increasing, not decreasing. Milk per cow is improving, contributing to too much milk. Milk production is […]
What is Causing Financial Volatility in the Dairy Industry? Digging Deeper – Part II
Part I of this analysis covered the extreme volatility in producer milk prices. The volatility of income on dairy farms makes for difficult financial issues. Managing the extreme financial issues detracts from the implementation best practices. The final Chart in Part I is shown below. Every month the revenue changes. Between March 2023 and […]
What is Causing Volatility in the Dairy Industry? Digging Deeper – Part I
The June 18, 2026, post to this site covered the volatility of producer prices. Diary milk production has always been a volatile business. When the milk came from small farms, life was always up and down as the price of crops, milk, eggs, etc. varied. Diary today has become a business with huge farms, technology, […]
Digging Deeper into U.S. Exports of Butter
The prior post analyzed the exports of cheese. The largest importer of U.S. Cheese is Mexico. Mexico’s adjourning border makes deliveries no more expensive than deliveries to the U.S. But Mexico cannot continue to accept the large volumes sent in the first four months of 2026. If cheese production continues to exceed domestic consumption […]
Digging Deeper into U.S. Exports of Cheese
The prior post covered where U.S. exports of cheese and butter are going. Production of both cheese and butter have increased and exceed U.S. consumption. Exports are needed to balance production and sales. This post will dig a little deeper into the cheese exports to test the long-term stability of these exports. Mexico and Canada […]
Where are the Exports Going?
Exports have surged as covered in the prior post. Where are they going? This post will cover where the 2026 exports of cheese and butter are going. Are the exports sustainable? Tables I and III below list the Countries buying the most cheese and butter from the U.S.. Exports to Mexico and Canada are significant […]
Volatility in Dairy
This post covers a different view of the shifting dairy business. The three Tables in this post show the shifting dynamics for the 12-month averages ending in April 2024, 2025, and 2026. Six main dairy products are covered in these Tables. Following the Tables, the changes in each of these dairy products will be analyzed. […]
