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DairyTalk 68: Dairy at the Crossroads - Adapting to a Broken Market Cycle - by Helmut Demmelhuber
Dairy’s Future - the old recovery cycles are broken. With record-low heifer inventories, overbuilt processing capacity, and changing consumer demand, dairies face a structural reset. This episode outlines the three survival paths: risk management, component optimization, or strategic transition before equity evaporates. With comments on a "The Bullvine"-article (October 16th, 2025) by Andrew Hunt: https://www.thebullvine.com
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