November - 2019

The Cheddar market was already red hot, but barrels pushed the mercury even higher this week.

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October - 2019

Fresh cheese is tight, and the markets seem to have someone – or several someones – over a barrel. High prices are working to trim demand at the margins, boost production, and attract imports.

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October - 2019

Judgment is further clouded by stupefying volatility and a sense of déjà vu. Sky-high cheese prices are simply difficult to sustain.

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October - 2019

The bulls are still bruised after getting walloped in mid-September, when spot cheese staged an invigorating climb followed by a dramatic collapse.

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October - 2019

The fundamentals of the milk powder market seem particularly healthy, and the bulls are roaming free.

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September - 2019

After much volatility, the boundaries are becoming clearer. The spread between blocks and barrels narrowed, adding another layer of uncertainty to the already complex cheese markets.

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