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USDA's September report showed U.S. milk production rose 3.3% in August 2025. Compeer Financial economist Megan Roberts said dairy demand is strong, but it has struggled to absorb this increase in supply.
Dairy prices across classes and products have come under pressure over the summer.
Rising milk output against demand that is strong but not strong enough keeps dairy prices under pressure. High beef prices and lower feed costs are helping dairy margins.
brownfieldagnews.comMark DorenkampOct 22, 2025After 273 past bearish report events, MILK moved a median -0.2% over 5 sessions (39% higher; middle half -1.3% to +0.4%), and -1.4% 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.
