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The European Commission's assessment of industrial feed costs, based on cereals and oilseeds, shows a rise since November 2025, with July 2026 costs 26% above July 2025. Falling milk prices add further pressure on dairy farm margins, according to a USDA FAS report.
Higher feed costs for EU dairy producers squeeze margins and can reduce herd sizes and feed demand over time, while weak milk prices limit farmers' ability to absorb the increase. The story reflects a lagged reading of conditions rather than a new shock.
thedairysite.comMelanie EppNov 4, 2026After 273 past bearish report events, MILK moved a median -0.2% over 5 sessions (39% higher; middle half -1.3% to +0.4%), and -1.4% 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.
