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Ever.ag's Jenny Wackershouser says US domestic dairy demand has lagged growing processing capacity and a 200,000-plus cow herd increase. Exports must absorb extra production, but European cheese prices have fallen to about $1.50, so US exporters may need prices near $1.30 to compete.
Weak domestic demand and a global dairy glut mean milk prices are unlikely to rally in 2026, keeping pressure on dairy-linked feed demand.
brownfieldagnews.comLarry Lee30 Des 2025Setelah 49 peristiwa perdagangan bearish sebelumnya, Susu (Class III) bergerak median -0,3% selama 5 sesi (39% lebih tinggi; separuh tengah -4,7% sampai +1,5%), dan -0,4% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
Ever.ag's bearish 2026 outlook says domestic demand lags growing processing capacity and herd expansion, and that US cheese would need to fall toward $1.30 to compete in export markets, pointing to lower cheese and Class III values.
