Wednesday, November 5, 2025

Wednesday Morning Dairy Market Update - Negative Fundamentals Dominate the Market

OPENING CALLS:

Class III Milk Futures: Mixed
Class IV Milk Futures: 4 to 8 Lower
Butter Futures: Mixed

OUTSIDE MARKET OPENING CALLS:

Corn Futures: Mixed
Soybean Futures: 7 to 10 Higher
Soybean Meal Futures: 2 to 3 Higher
Wheat Futures: Steady to 1 Lower

MILK:

Class III milk futures held well on Tuesday despite the decline in spot cheese prices. However, that does not mean much as market fundamentals do not suggest a bullish market anytime soon. The markets are following along seasonal lines, albeit at much lower prices than in many years and lower than what we would like to see. Milk production is increasing seasonally, with sufficient supply available for bottling and manufacturing. Bottling demand remains steady while cheese production is increasing due to higher milk receipts at the plant level. Spot milk prices have been at class to $2.00 above class, remaining reasonable for plants that need extra milk. The November contracts are the lead month as October finished trading on Tuesday. USDA will release the October Federal Order prices today.

CHEESE:

The decline of cheese prices may increase the interest of buyers if they need to purchase. They have little reason to be aggressive in building supplies for demand. Cheese is readily available and may keep price strength limited.

BUTTER:

It is uncertain where the butter price will find support. Each time the price has bounced, it has been short lived, falling back only to make new lows. Manufacturers continue to move butter to the market to limit plant inventories. Holding supplies has only resulted in a loss of money.




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...