Loading…
An analysis argues the US dairy market is shifting from long protein and short butterfat to short protein and long butterfat, driven by strong protein demand and rising butterfat output. The author expects more price volatility as processors rebalance product flows and exports.
Structural protein tightness supports skim-solids and protein-based ingredient values, while butterfat surplus pressures fat prices. The shift raises volatility for buyers of dairy-derived feed.
dairyproducer.comTanya EadieApr 9, 2026After 15 past neutral macro events, Milk (Class III) moved a median -0.2% over 5 sessions (27% higher; middle half -2.1% to +0.1%), and -3.2% 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.
