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A University of Wisconsin assessment finds US dairy domestic demand has stayed flat through 2025, while milk supply is expanding. The article notes that exports benefit from competitiveness against European suppliers, but flags downside risks from possible export disruptions.
Flat domestic demand combined with rising milk supply points to continued pressure on US dairy prices. Export strength offers partial support but faces risks that could add to the surplus.
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.