The Milk Check

The Nonfat Short Squeeze

Nonfat prices have moved sharply higher in recent weeks. But the rally isn’t being driven by a sudden surge in demand. It’s being driven by a breakdown...

The Market is Lying to Us

Milk production is up 4.5% — but somehow, milk is clearing. Something doesn’t add up.

In this episode of The Milk Check, the team uncovers...

Valley Queen on casein vs. whey. Plus, where whey goes from here.

In this episode of The Milk Check, Ted Jacoby III welcomes Lloyd Metzger and TJ Jacoby of Valley Queen Cheese Company for a deep dive into the science,...

One Bull in a Barn Full of Bears

There’s milk everywhere: more milk in the U.S., Europe and New Zealand than a year ago, soft Class IV, and Class III futures that could slip into...

When Will Dairy Prices Turn Around: GLP-1 and Oversupply

Milk production is up 4.2% year over year, components are climbing and prices are falling.

As holiday orders wrap up and we head into the long...