Middle East tensions are creating ripple effects across global dairy markets.
In this week’s Chart Chatter, Kathleen Wolfley and Vuko Karov breaks down a surprising trend: the rapid rise in US butter exports to the Middle East in 2025 and how geopolitical uncertainty could disrupt those flows.
With US butter prices dropping sharply—from around $2.15 per pound to $1.85 per pound in just a week—the market is asking an important question:
Are exports being delayed or redirected back into the US market?
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