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US dairy herd has grown by 146,000 head over the past year, a 1.6% increase, with most added in states hosting new cheese plants. Cheese production rose 3.7% as new processing capacity came online in 2025.
The article examines how these plant starts have affected regional milk production.
Expanded cheese capacity and growing herds add milk supply that tends to pressure milk prices, although the impact on cheese prices has been less severe than feared.
Not enough comparable past events yet for a historical read.
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.