Tuesday, November 4, 2025

Tuesday Morning Dairy Market Update - Weakness May Continue Ahead of Spot Trading

OPENING CALLS:

Class III Milk Futures: 3 to 10 Lower
Class IV Milk Futures: 4 to 8 Lower
Butter Futures: Steady to 1 Lower

OUTSIDE MARKET OPENING CALLS:

Corn Futures: 2 to 4 Lower
Soybean Futures: 8 to 11 Lower
Soybean Meal Futures: $2 to $3 Lower
Wheat Futures: Mixed

MILK:

Class III milk futures turned negative last week, eliminating half of their gains from the second half of October. The weakness in butter and cheese spot prices on Monday may continue to erode prices. In overnight trading activity, November futures have declined below $17.00. This puts all contracts through May below $17.00, dimming the price outlook for next year. Hopefully, the lower prices will be reflected in the retail market and stimulate demand through the holiday season.

CHEESE:

The block cheese price may retest the low of the price range it has been in since November 2024. This has been the longest spot cheese prices have been in a sideways trading range. The price swings from high to low have been significant, but the overall trend has been sideways. This is not expected to change anytime soon.

BUTTER:

The price may retest the lows, but the market has developed a tight sideways priced range. This may indicate the market is finding support at this level. Lower retail prices are increasing demand, which should keep supply moving. This may be the level the market may remain through the end of the year.



Thursday Closing Dairy Market Update - Milk Futures Show Limited Volatility

GENERAL OVERVIEW: Class III futures closed lower while Class IV contracts were mixed. Traders again found little to set market direct...