PODCASTS

We welcome our Jacoby trading team back to discuss the rapid increase in milk production so far in 2021, compared to 2020 in which the national herd decreased by 30,000 cows.  Don Street, our director… Listen here

On this edition of The Milk Check, T3 and Anna join our dairy market sage and patriarch, Ted Jr., on a trip down memory lane to talk about how the dairy industry has developed over… Listen here

This time on The Milk Check, we welcome a leading mind in international trade policy and personal friend of the podcast. Jaime Castaneda is senior vice president of policy strategy and international trade for the… Listen here

On this two-part edition of The Milk Check, listeners get a seat at the table during our mass balance report meeting, held after the release of monthly milk production numbers. Our traders gather to evaluate the… Listen here

On this two-part edition of The Milk Check, listeners get a seat at the table during our mass balance report meeting, held after the release of monthly milk production numbers. Our traders gather to evaluate the… Listen here

The Milk Check welcomes guest J. David Carlin to discuss the role of dairy lobbyists in Washington, how they’ve adjusted to the pandemic and industry outlooks during the Biden administration. Carlin is the International Dairy… Listen here

Did you rediscover the joy of cooking this year? You’re not alone. There’s no doubt that dairy consumer behaviors have changed in the COVID era. Who does it help and who does it hurt? Who… Listen here

We’re no strangers to criticizing the Federal Order system. We find a way to do it almost every episode. But this month, we’re devoting the entire conversation to the fact that the regulatory framework in… Listen here

You’d only need one look at recent history on the CME to see the rollercoaster that has been spot cheddar prices. In this episode, T3 notes the collision of around a half-dozen contributing factors to… Listen here

The last few weeks have been some of the strangest for an industry in the midst of its weirdest year in memory. Listen as Ted, T3 and Anna get to the bottom of why spot… Listen here

Volatility continues to permeate the dairy industry as the world economy contemplates a return to “normal.” CME spot cheddar is the most pronounced example, having rocketed up to $2.40 at the time this recording. Why?… Listen here

Help is on the way for dairy farmers who were forced to dump milk as COVID-19 continues to jostle the industry. But does the USDA’s proposed assistance go far enough? And, is Washington relying on… Listen here

As the COVID-19 crisis wears on, its effects on the dairy industry have become more acute. Will producers be forced to dump milk for a lack of buyers? Should the government step in to prop… Listen here

As the global COVID-19 outbreak continues to disrupt life as we know it, the dairy industry knows only one thing for sure: There’s a lot left to learn about the impact the pandemic will have… Listen here

It’s less than a year and a half old, but the USDA’s new Dairy Revenue Protection program has already led farmers across the U.S. to hedge an estimated 12% of the national milk supply. Blimling… Listen here

In this episode, Ted and T3 are joined by Eric Meyer, President of HighGround Dairy in Chicago. Eric explains the CME’s new block cheddar futures contracts, which will begin trading on Jan. 13. The panel… Listen here

A special guest joins The Milk Check this month: Tom Gallagher, CEO of Dairy Management, Inc. Ted, T3 and Anna ask about how DMI allocates the funds it collects from the Dairy Checkoff program; Gallagher… Listen here

As the industry preps for the holiday buying season and looks forward to 2020, some abnormal market conditions—both domestically and internationally—caught our attention. Ted, T3 and Anna discuss market anomalies that might set the tone… Listen here

What would happen if Federal Milk Marketing Orders’ minimum price provisions were eliminated? Would it increase returns to dairy farmers? And even if it did, would it wreak too much havoc in the industry to… Listen here

It’s a traditionally slow month for the dairy industry, so Ted and T3 take a whirlwind tour of the state of the industry. Topics include potentially bad crop yields, slowing milk production, the trade situation… Listen here

Recent advances in gene editing technology have made the production of dairy proteins in lab settings viable and potentially scalable. If the techniques can scale cost-effectively, and if consumers buy in, the dairy industry as… Listen here

In a follow-up from our previous episode, Ted, T3 and Anna discuss the state of dairy product marketing. Plant-based milk alternatives are on the rise. Fluid milk sales have been in decline for decades. Is… Listen here

Changing consumer expectations pose one of the most dynamic challenges facing today’s dairy industry. More and more, consumers seek organic products from smaller farms in pursuit of healthier food. The irony? Newer, larger dairy farms… Listen here

In this special episode, Ted and T3 enlist the help of Richard Bradfield, General Manager of St. Louis-based International Ingredients Corporation, to discuss the impacts of the African swine fever virus on dairy ingredient export… Listen here

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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