# The KDM Dairy Report 6/29/2025 | KDM Trading Inc

> A heat wave across the Northeast and Central US reduced milk output and cow comfort, while Western temperatures also hurt production. Cheese production had been heavy before the heat, and CME cheese prices fell over the week. Exports have been good, especially to Asian markets, while domestic demand is moderate.

- Date: 2025-06-29 · published 2025-06-29T12:00:00.000Z
- Category: weather · region US · magnitude medium
- Page: https://feedsoft.ai/events/4526-the-kdm-dairy-report-6-29-2025-kdm-trading-inc
- Commodities: [Milk (Class III)](https://feedsoft.ai/c/MILK.md)

## Why it matters

Heat-driven drops in milk output could tighten milk supply and support prices, but heavy cheese production and moderate demand limit the upside. Feed buyers may see steady dairy feed demand with volatile pricing.

## Read by commodity

- MILK: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| MILK | 2017-01-10 | [California dairy production recovering as prices rise in 2016 \| Economic Research Service](https://feedsoft.ai/events/73010-california-dairy-production-recovering-as-prices-rise-in-2016-economic-research.md) | +1.0% | +1.0% |
| MILK | 2026-07-10 | [Milk, Dairy and Grain Market Commentary](https://feedsoft.ai/events/18343-milk-dairy-and-grain-market-commentary.md) | +0.4% | +6.4% |
| MILK | 2026-10-06 | [Margins Tighten for Producers Amid Feed and Fuel Cost Increases - NMPF](https://feedsoft.ai/events/17118-margins-tighten-for-producers-amid-feed-and-fuel-cost-increases-nmpf.md) | -0.6% | +0.9% |
| MILK | 2018-09-17 | [Modest Output Growth but Moderating Prices - Irish Farmers' Association](https://feedsoft.ai/events/63035-modest-output-growth-but-moderating-prices-irish-farmers-association.md) | +0.2% | -3.1% |

## Sources

- kdmtrading.com: https://kdmtrading.com/2025/06/29/the-kdm-dairy-report-6-29-2025/

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