In this month’s Forecast Update Live, the Ever.Ag Insights team breaks down a dairy market defined by historically high global milk production. Erica Maedke highlights emerging bullish signals—from strengthening retail butter demand to Mexico’s peso-driven buying power and wonders whether low prices will cure low prices. Meanwhile, Kathleen Wolfley outlines the overwhelmingly bearish supply landscape as the U.S., Europe, South America, New Zealand, and even China produce more milk than expected.
Phil Plourd steps in with “Favorite Look,” exploring whether unprecedented beef income can delay U.S. herd liquidation and reshape 2026 milk-supply expectations. With the new combined research-and-forecast report format launching this month, the team offers a timely, candid look at what may keep commodity prices under pressure well into next year.
A must-watch episode for anyone navigating dairy markets as 2025 comes to a close and the new year approaches.
The following music was used for this media project:
Music: Rock Guitar Intro 13 by TaigaSoundProd
Free download: https://filmmusic.io/song/9744-rock-guitar-intro-13
License (CC BY 4.0): https://filmmusic.io/standard-license
