Tuesday, March 24, 2026

Tuesday Morning Dairy Market Update - Traders Look Ahead to Cold Storage Report

OPENING CALLS:

Class III Milk Futures: Mixed
Class IV Milk Futures: Mixed
Butter Futures: 1 to 3 Higher

OUTSIDE MARKET OPENING CALLS:

Corn Futures: 1 to 2 Higher
Soybean Futures: 3 to 5 Lower
Soybean Meal Futures: Steady to 1 Higher
Wheat Futures: Mixed

MILK:

There was very limited activity overnight in milk futures. Traders may take a wait-and-see attitude, needing further direction from the underlying cash before feeling confident about the price direction. The bearish implications of the milk production report were not evident on Monday, but may surface Tuesday if there is weakness in the spot market. It is uncertain how much the hot weather will impact milk production in the West and Southwest regions. The rest of the country will see increased evidence of the spring flush as cow comfort improves. USDA will release the February Cold Storage report Tuesday afternoon. The report is expected to show an increase in inventory, but the increase may be less than usual for the month.

CHEESE:

The weakness of the block cheese price on Monday may keep traders cautious Tuesday. Class III milk futures close higher despite the weakness, but another day of weakness might trigger significant selling. Increasing cheese production and continued strong milk output may limit the upside price potential.

BUTTER:

The butter price has yet to find solid support. Buyers have been able to purchase a substantial amount of butter on the spot market. This is satisfying current demand and allowing buyers to build inventory. However, inventory is lower than a year ago as the increase is less than usual. This indicates solid domestic and international demand.




Tuesday Morning Dairy Market Update - Traders Look Ahead to Cold Storage Report

OPENING CALLS: Class III Milk Futures: Mixed Class IV Milk Futures: Mixed B...