# Terrain | Cheese Demand and Trade Uncertainty May Move Markets in 2025

> US dairy exports hit a record $706 million in January, up 20% year over year. Milk production finished 2024 down 0.2% at 225.9 billion pounds, with H5N1 hitting California and new cheese plants boosting milk demand in Texas and the Plains.

- Date: 2025-03-25 · published 2025-03-25T12:00:00.000Z
- Category: market · region US · magnitude low
- Page: https://feedsoft.ai/events/25739-terrain-cheese-demand-and-trade-uncertainty-may-move-markets-in-2025
- Commodities: [Milk (Class III)](https://feedsoft.ai/c/MILK.md)

## Why it matters

New cheese plants raise regional milk demand and H5N1 curbs supply, supporting milk prices, while trade negotiations remain a risk to exports.

## Read by commodity

- MILK: bullish ▲

## Sources

- terrainag.com: https://www.terrainag.com/insights/cheese-demand-and-trade-uncertainty-may-move-markets-in-2025/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.