So far, milk production across the eastern U.S. is trending downward. Cheese prices are strengthening. The pieces are in place for an industry-wide recovery. Will it happen? Also, Ted, T3 and Anna answer some questions… Listen here
PODCASTS
Can a minimum milk price work?
In this episode of The Milk Check, Ted, T3 and Anna tackle a persistent question in the dairy industry: Would it be feasible to set a minimum milk price for producers? We want to know… Listen here
Where has all the milk gone?
Milk production is down in the eastern half of the U.S., tightening markets nationwide as surplus milk is pulled eastward from western dairies. Ted, T3 and Anna discuss what it could mean for stressed dairy… Listen here
Why you should care about the block-barrel spread
Ted, T3 and Anna talk through the problems caused by chronically high milk supplies before diving into a discussion on why the widening block-barrel spread hurts dairy farmers. Anna: Welcome to “The Milk Check,” a podcast… Listen here
The California FMMO
Things are changing in California, where around one-fifth of the milk in the U.S. is produced. Starting Nov. 1, the state’s independent milk marketing order will cease, giving over to the country’s newest Federal Milk… Listen here
First look: USMCA
Late last month, trade authorities of the U.S., Mexico and Canada have finally agreed to an updated trade deal dubbed the U.S.-Mexico-Canada Act. In Part 1 of a two-part episode, we enlist the help of… Listen here
“Here’s what scares me.”
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
Dairy’s biggest challenge isn’t what you think
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 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”
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?
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?
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
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
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
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
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
