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Dairy analyst Robin Schmahl said tariffs on Canada, Mexico and China, which together take about 40% of US dairy exports, add uncertainty to dairy pricing. Butterfat dropped more than a dollar per hundredweight in two days after the 25% Canadian tariff was announced in early February.
Tariff pauses for the northern and southern neighbors have not fully calmed markets.
Retaliation against US dairy exports to Canada, Mexico or China would cut demand for butterfat, cheese and dry powders. Uncertainty alone can produce sharp short-term price swings.
lancasterfarming.comRebecca Schweitzer-Benner, rschweitzer@lancasterfarming.comFeb 28, 2025After 18 past neutral trade events, Milk (Class III) moved a median -0.4% over 5 sessions (39% higher; middle half -2.9% to +1.1%), and -3.0% 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.
