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Dairy Herd reports that US dairy markets are uncertain after the holidays, with USDA stock data delayed by the government shutdown. USDA released a cold storage report on Dec.
23 covering data from August onward, showing butter inventories below year-ago levels.
Delayed inventory data leaves the market without clear direction, and tighter butter stocks offer only short-lived support against a broader dairy supply glut.
dairyherd.comSarah JungmanDec 30, 2025After 136 past neutral report events, Milk (Class III) moved a median -0.1% over 5 sessions (43% higher; middle half -0.7% to +0.5%), and -0.3% 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.
