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USDA FAS data show US dairy exports in September were valued at $992.3 million, up 29% year on year and a monthly record. US cheese export volume rose 12% to 130.6 million pounds, and January-September dairy exports reached $8.08 billion, up 14%.
Strong dairy export demand, led by Mexico and Asia, supports US milk and cheese prices and can lift demand for dairy-linked feed ingredients. The impact on feed commodity prices is modest.
cheesereporter.comNov 4, 2026After 41 past bullish trade events, Milk (Class III) moved a median -0.1% over 5 sessions (49% higher; middle half -1.3% to +8.1%), and +1.1% 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.
