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In this inaugural episode of Ag Smarter: The Dairy Feed, Kathleen Wolfley and Jim Matthews break down escalating Middle East tensions and what they mean for grain, feed, energy, and dairy markets. With crude oil pushing above $75 per barrel and volatility returning to corn and soybean meal, input costs are back in focus for dairy producers.
Jake Kingsley joins with a cash feed update, covering corn basis trends, firming canola markets following China-Canada trade developments, protein dynamics, and outlooks for cottonseed and byproducts. Cody Koster dives into the latest Global Dairy Trade results, highlighting strength in mozzarella, butter, and whole milk powder, while discussing Class III and IV price movement, Spring flush expectations, component growth, and forward hedging opportunities into 2026.
From geopolitical risk to milk components and export ceilings, this episode delivers clear, timely insight on what’s moving markets — and what it means for your operation.
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