DairyTalk 531: Trade War or Balance Sheet Crisis? Where the Real Dairy Risks Lie - by Helmut Demmelhuber

DairyTalk by Helmut Demmelhuber · Jul 9, 2026 · 22m

This podcast episode is based on an article examining the economic challenges facing dairy producers in Canada and the United States amid the 2026 CUSMA trade discussions. At the heart of the discussion is whether the greater threat to dairy businesses comes from volatile milk prices or from the potential loss of quota value within supply-managed systems. The article compares the market-driven U.S. model with Canada's quota-based approach, highlighting that each system carries a distinct set of financial risks. It also argues that political debates often distract producers from the more…