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U.S. dairy exports rose 10% year over year in September on a milk solids equivalent basis, lifting year-to-date volume growth to just over 7%. September export value rose 29%, the first month above $1 billion, and July-September 2026 was the best third quarter on record.
Strong export demand absorbs more U.S. dairy output, which supports milk and dairy product prices. Continued growth into Q4 would tighten domestic supplies somewhat.
cowsmo.comKathleenCowsmoNov 14, 2026After 42 past bullish trade events, Milk (Class III) moved a median -0.1% over 5 sessions (48% higher; middle half -1.6% to +8.0%), and +1.1% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
