Latest / DairyTalk by Helmut Demmelhuber
DairyTalk 195: Beyond CUSMA - Why Market Forces, Not Politics, Decide Dairy Survival - by Helmut Demmelhuber
As the 2026 CUSMA review approaches, political debates dominate headlines - but the real forces reshaping North American dairy lie elsewhere. This episode explains why consolidation is driven primarily by hard economics: a widening cost-of-production gap between small and large farms, falling milk futures, and mounting debt pressure. Producers in the U.S. and Canada face the same market physics, regardless of trade policy outcomes. The next 12 to 18 months represent a decisive window to restructure, optimize operations, and strengthen processor relationships - or risk being pushed out by…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.