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StoneX analyst Nate Donnay says global milk production grew about 5.5% in September and October, roughly three times its normal pace. Processors and buyers could not absorb the added supply, driving broad price weakness and downside risk for early 2026.
Oversupply of milk and dairy products is pressuring farmgate and wholesale prices, which lowers demand for dairy-linked feed and supports a bearish dairy outlook into 2026.
stonex.comNate DonnayDec 30, 2025Not enough comparable past events yet for a historical read.
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.
StoneX highlights global milk supply growing about three times its normal pace, with downside price risk into early 2026, which weighs on sentiment and futures.
