Tuesday, April 21, 2026

Tuesday Morning Dairy Market Update - Markets to Remain Choppy

OPENING CALLS:

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

OUTSIDE MARKET OPENING CALLS:

Corn Futures: Steady to 1 Lower
Soybean Futures: 4 to 6 Higher
Soybean Meal Futures: Steady to 1 Higher
Wheat Futures: Mixed

MILK:

The spread between Class III and Class IV futures continues to widen. Most of the strength in Class IV futures has been the result of nonfat dry milk. The rebound of butter on Monday added further support to the market, even though the nonfat dry milk price remained unchanged. Both cheese and butter production remain strong, resulting in limited upside potential for prices. Milk receipts continue to increase at the plant level in much of the nation as the spring flush continues. Manufacturers are moving supplies to the spot market rather than building inventory. The March Milk Production report will be released Wednesday and is expected to show higher milk production and cow numbers.

CHEESE:

Cheese prices may have difficulty showing much strength over the next few months. Increased milk production will keep cheese production strong and spot milk supplies readily available at a discount to class. Demand may be sufficient to keep cheese inventory from growing, but it may not be sufficient to increase prices.

BUTTER:

The bounce in the spot butter price on Monday did not change the direction of the market. The price remains in a downtrend and is unable to find solid support. Butter inventory is below a year ago, but manufacturers intend to move supplies to the market rather than build inventory.




Tuesday Morning Dairy Market Update - Markets to Remain Choppy

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