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USDA's February WASDE again cut the 2025 US milk production forecast, citing lower cow inventories, and revised 2024 supply and use estimates. Cheese was projected at $1.88 per pound, butter at $2.645 and nonfat dry milk at $1.295.
Commentary also highlights tariffs and bird flu as ongoing concerns for the dairy sector.
Tighter milk supply and firmer cheese projections support dairy prices, but tariff risks and avian influenza could shift demand and trade flows. Investors should watch whether the cow inventory decline continues.
dairystar.comLee MielkeFeb 25, 2025After 136 past neutral report events, Milk (Class III) moved a median -0.1% over 5 sessions (43% higher; middle half -0.7% to +0.5%), and -0.3% 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.
