Here’s what USDA/AMS had to say:
Midwest:
Milk supplies in the Central region hold steady as the holiday season nears. Cooler nights and mild daytime temperatures continue to support cow comfort. Regional contacts report average to slightly above average farm milk production levels across the upper Midwest, while output in the Southwest remains below expectations. Class I and Class II processors continue to secure available spot milk loads, reducing supplies available to Class III processors. Class III spot milk trades range from $0.50 under to $5.00 over Class. Cheese manufacturers report strong demand for Italian-style hard cheeses and mozzarella, while cheddar production remains steady.
EAST
Milk supplies are steady. Class I demand remains strong amid heavy pulls. Class II heavy whipping cream and Class III cream cheese production support cream demand. Class III cheese sales are steady as manufacturers monitor inventories. Class IV butter demand is strong, keeping churns active throughout the week. Deliveries to balancing plants have declined. Overall market tone is firm.
WEST
California and the Southwest have more readily available milk supplies as contacts report unexpected downtime at some California facilities this week. Milk supplies remain tighter in the Northwest and Idaho. Spot milk remains available. As of this report, HPAI cases have been identified in Washington, Oregon, Idaho, and Colorado. Class I and Class II processors continue to meet production needs and have expanded seasonal holiday product manufacturing. Cheese production and butter churns continue to run at full capacity.
Questions or concerns? Please contact EA Risk Insights at insights@ever.ag
