# Dairy Industry News Roundup: Week of September 26 - October 2, 2026 - Therio

> CME cheese blocks fell to $1.27 per pound while butter averaged near $1.34 and NDM Grade A rose to $2.1925. Dry whey ticked above 81 cents, and USDA set the October advanced Class I base price at $18.88 per cwt.

- Date: 2026-10-02 · published 2026-10-02T12:00:00.000Z
- Category: market · region US · magnitude low
- Page: https://feedsoft.ai/events/5031-dairy-industry-news-roundup-week-of-september-26-october-2-2026-therio
- Commodities: [Milk (Class III)](https://feedsoft.ai/c/MILK.md)

## Why it matters

Diverging spot prices show protein ingredients gaining while cheese and butter weaken, and the upcoming WASDE on October 9 could reset expectations for dairy feed demand.

## Read by commodity

- MILK: neutral

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| MILK | 2026-10-02 | 5 | -7.3% | -2.9 | CME cheese blocks fell to $1.27 and butter slid in the same week, which pressured Class III futures even as whey and NDM firmed. |

## Sources

- therio.ai: https://therio.ai/news/dairy-industry-news-roundup-week-of-september-26-october-2-2026

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