Thursday, September 18, 2025

Fluid Milk and Cream - Western U.S. Report 38

California week over week milk production varies from steady to stronger. Some processors note September milk intakes are slightly below anticipated volumes. Handlers convey September 2025 year over year milk production is comfortably up. Central Valley manufacturers are running closer to capacity, tightening open processing space. As of September 16, 2025, the California Department of Water Resources reports statewide precipitation total is 1.07 inches below the historical mean for the 2024-25 Water Year. 

Milk production in Arizona and New Mexico remain steady. Churn/processing equipment maintenance is tightening processing capacity. 

In the Pacific Northwest, farm level milk output varies from steady to stronger. Handlers indicate temperatures are lower than seasonal expectations this week. Some manufacturers convey milk intakes are above anticipated volumes. 

Milk production in the mountain states of Idaho, Utah, and Colorado is steady. Handlers note fat components continue to be strong. Stakeholders indicate plenty of milk is available for processing. Class I demand is strong. Class II demand varies from steady to lighter. Stakeholders report demand from ice cream manufacturers is losing some steam. Class III demand varies from steady to strong. Class IV demand is more mixed. 

Cream continues to be widely available in the region. Cream demand is somewhat lighter. Cream multiples had downward movement for the top end of both ranges. The bottom end of the All-Classes range remained at flat market. However, stakeholders indicate below flat market activity for distressed cream loads. No changes in condensed skim milk availability or demand are reported.







Monday Morning Dairy Market Update - Fundamentals Point to Further Weakness

OPENING CALLS: Class III Milk Futures: 4 to 10 Lower Class IV Milk Futures: Mixed ...