DairyTalk 300: Quota Security vs. Market Exposure: Two Systems, Similar Balance Sheet Risks - by Helmut Demmelhuber

DairyTalk by Helmut Demmelhuber · Feb 25, 2026 · 17m

This episode is based on an industry analysis exploring financial instability in both Canadian and U.S. dairy sectors. Canadian producers face uncertainty over the long-term valuation of quota assets under evolving trade agreements, while U.S. farms struggle with compressed margins, high input costs and declining equity. Scenario-based stress tests illustrate how limited shifts in pricing or market access can rapidly erode solvency and intensify personal and operational strain. By comparing supply management and market-driven systems, the article highlights shared vulnerabilities beneath…