
CoBank dairy economist Corey Geiger describes strong dairy demand, with cottage cheese, high-protein shakes and yogurt growing by double digits, and $14 billion of new dairy processing investment coming online through 2028. He notes beef-on-dairy now provides about 20% of farm income, while Class III milk prices near $15 are not covering costs.
Surplus cheese and butterfat with weak Class III prices pressure milk values for feed buyers, even as strong protein demand supports the sector longer term.
Not enough comparable past events yet for a historical read.
Not 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.