# US dairy exports are approaching record levels due to consumer demand for dairy products in Mexico

> U.S. dairy exports are nearing record levels as Mexican demand for dairy products continues to exceed that country's production. November cold storage data showed butter stocks fell 20.2% from October to 213.5 million pounds, the largest two-month decline since 2021. Total cheese inventory also fell for an eighth straight month.

- Date: 2025-01-01 · published 2025-01-01T12:00:00.000Z
- Category: trade · region US · magnitude medium
- Page: https://feedsoft.ai/events/6085-us-dairy-exports-are-approaching-record-levels-due-to-consumer-demand-for-dairy
- Commodities: [Milk (Class III)](https://feedsoft.ai/c/MILK.md)

## Why it matters

Strong export pull and falling butter and cheese stocks tighten U.S. dairy supplies, supporting milk prices.

## Read by commodity

- MILK: bullish ▲

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| MILK | 2025-01-02 | 1 | +8.8% | 5.5 | Cold storage data showing a 20.2% monthly drop in butter stocks and eight straight months of lower cheese inventories, plus near-record Mexican export demand, tightened the supply picture and supported Class III futures. |

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| MILK | 2026-02-28 | [Record dairy exports in December - Dairy Star](https://feedsoft.ai/events/4600-record-dairy-exports-in-december-dairy-star.md) | +9.6% | +8.1% |
| MILK | 2026-05-15 | [Protein Demand, Exports Drive Upturn in Milk Markets \| Dairy News \| lancasterfarming.com](https://feedsoft.ai/events/19419-protein-demand-exports-drive-upturn-in-milk-markets-dairy-news-lancasterfarming.md) | -0.2% | -5.7% |
| MILK | 2025-11-26 | [State of the Dairy Industry: Cheese, butter “rockin’ out” with record exports \| Dairy Foods](https://feedsoft.ai/events/21957-state-of-the-dairy-industry-cheese-butter-rockin-out-with-record-exports-dairy.md) | -8.1% | -8.3% |
| MILK | 2020-05-21 | [Analysis: Dairy markets continue to trend higher despite strong production - Agriland.ie](https://feedsoft.ai/events/53136-analysis-dairy-markets-continue-to-trend-higher-despite-strong-production.md) | -0.8% | +70.2% |
| MILK | 2020-08-05 | [Restrained Milk Production Bodes Well For Prices, Exports - EDairy News English](https://feedsoft.ai/events/8834-restrained-milk-production-bodes-well-for-prices-exports-edairy-news-english.md) | -21.0% | -19.2% |

## Sources

- farmersadvance.com: https://www.farmersadvance.com/story/news/2025/01/01/us-dairy-exports-are-approaching-record-levels-due-to-consumer-demand-for-dairy-products-in-mexico/77262325007/

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