Is there a structural problem plaguing the dairy industry? In this discussion, Ted, T3 and Anna dig into some fundamental changes in the way Americans are eating that spell bad news for the supply side… Listen here
PODCASTS
Dairy’s biggest challenge isn’t what you think – The Milk Check 008
While the American dairy industry is collectively obsessed with trade wars and tariffs, that’s not the biggest elephant in the room. Ted and T3 look past the headlines to discuss the trend that could have… Listen here
Making sense of Mexican tariffs on U.S. cheese exports – The Milk Check 007
The dairy industry has been worried since the Mexican government placed tariffs on U.S.-made cheeses in early June. Ted, T3 and Anna welcome Yara Morales to The Milk Check. Yara, who is Director of Sales… Listen here
Markets are stronger, but “careful is the watchword” – The Milk Check 006
Dairy markets are getting stronger, and dairy farmers are earning higher paychecks as a result. Ted and T3 welcome Vice President of Powder Sales Jeff Johnson to The Milk Check to help project how much… Listen here
What will tariffs mean for the dairy industry? – The Milk Check 005 (Part 2)
In this bonus episode, Ted and T3 tackle tariffs. Specifically, they discuss how the exchange of tariffs between the U.S. and China could impact the American dairy industry. Ted cites lessons learned during the Great… Listen here
To stay in business or sell out? – The Milk Check 005 (Part 1)
Milk prices are climbing back up from their low point in February, prompting Ted and T3 to predict how high prices need to get before dairy farmers on the fence about staying in business decide… Listen here
Optimism amid mixed signals – The Milk Check 004
Some “ugliness” in dairy product markets remains, but Anna, Ted and T3 discuss how it’s not as bad as it could have been. Higher EU cheese prices bode well for the U.S. Butter prices aren’t… Listen here
Disappearing demand – The Milk Check 003
Markets remain sluggish. Anna, Ted and T3 discuss whether that’s partly due to a retrenchment in demand for dairy products. Ted and T3 believe milk checks are as low as they’re going to get, and… Listen here
The prognosis for 2018 – The Milk Check 002
Anna, Ted and T3 shift gears to 2018, forecasting the impact on the industry in a time of oversupply. Ted and T3 predict milk production will have to drop off before prices recover and farmers… Listen here
Recapping 2017 – The Milk Check 001
In our first episode, host Anna Donze, Ted Jacoby Jr. and Ted Jacoby III (we’ll call them Ted and T3 from now on) recap movements in dairy markets in 2017. It was an abnormal year… Listen here
