Key Takeaways:
$13 billion in new U.S. dairy processing investment is moving across the sector, led by cheese ($3.2 billion), milk and cream ($2.9 billion), and yogurt and cultured dairy ($2.8 billion), with butter-powder capacity ($1.6 billion) and ice cream ($530 million) rounding out the buildout. The industry is targeting roughly 15 billion additional pounds of milk production between 2024 and 2030, which is about 6.6 percent above 2024 output, not the full 8 percent sometimes cited. The U.S. dairy herd is already expanding, with 9.62 million head as of February 2026, up 211,000 head year-over-year and the largest herd since 1993. Exports account for roughly 20 percent of U.S. milk solids production today and are projected to climb to...
What You Need to Know Today: The G7 agreed to release 100 million barrels of crude oil and fuel reserves over four months, with a substantial diesel release front-loaded into the first 20 days. The announcement initially pushed crude oil lower on Friday, although it later recovered a portion o...
In a recent social media post, R-CALF unveiled its latest cattle market plan: “contracts that bind producers before establishing a base price, then tie that price to future negotiated cash transactions, should be prohibited.” That proposal aligns with recent legislation by Represent...
Key Takeaways: The recent pearl-clutching from parts of the beef industry regarding the loss of the daily Kansas fed cattle negotiated trade pricing report is overwrought and ignores the fact that the direction was readily apparent. The shift away from negotiated trade has been well docu...
