The Latest: March - 2026
Middle East Conflict Sends Ripples Through Dairy Trade
It has been a dramatic and volatile week, both in and out of the dairy markets. All eyes have been on the developing conflict in the Middle East and analysts have been scrambling to deduce the impact for the dairy market. Outside of drastically reduced dairy demand in the Gulf States, concerns are circulating around two key issues.
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The retail surge has petered out. Consumers are still standing in the grocery checkout line with more dairy in their cart but the industry cannot make up for lost foodservice demand and throttled exports.
View reportThose numbers clearly won’t pay the bills, and after four painful years (and a couple good months) dairy producers are in no shape to weather this storm.
View reportStrong fluid milk consumption will benefit the whole industry by reducing dairy product output at a time when overall demand is likely taking a sizable hit.
View reportPlunging stocks, cheap oil, and a strong dollar would normally spell disaster in the dairy markets. There was a lot of red ink on LaSalle Street but the damage was not nearly as extreme as feared.
View reportThe dairy markets sprinted out of the gate on Monday, but they couldn’t sustain such an energetic pace. The dairy markets are fixated on the spread of the Coronavirus (COVID-19) and its potential impact on the economy and consumer behavior. However, there are a lot of good things to be said about dairy market fundamentals.
View reportThe markets were swamped in waves of selling due to fears that the coronavirus would spread. The dairy bulls finally came up for air on Friday, bringing some much needed calm to the dairy complex.
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