This week on Chart Chatter, Kathleen Wolfley and Vuko Karov break down a noticeable shift in global dairy sentiment. China’s latest production and consumption data point to a shrinking market with little import urgency, even as milk prices stabilize. Meanwhile, U.S. cheese exports surge—up 29% year over year—driven by strong competitiveness into contested markets like Japan and South Korea. The team also digs into Australia’s latest trade data and asks the big question: could Australia soon become a net dairy importer?
