Latest / DairyTalk by Helmut Demmelhuber
DairyTalk 151: Butterfat’s Resurgence: Why Demand Boomed - and Prices Now Cool - by Helmut Demmelhuber
Butterfat has dominated dairy economics for a decade, driven by shifting consumer preferences and aggressive industry response through genetics and ration improvements. But by late 2025, the market is cooling: high butter inventories, weaker exports, and full cheese stocks are pushing both butter and Class III milk prices downward. After years of explosive fat-led growth, the sector is entering a stabilization phase - a reset that forces producers to rethink expectations, margins, and risk management. With comments on a "Hoard´s Dairyman"-article (November 2025) by Mike North…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.