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Procurement teams want forecasts they can defend in front of a CFO. That’s a higher bar than a chart with a line on it. It means knowing what’s behind the line: which inputs the model uses, where they come from, and why the curve moved this morning when it didn’t move yesterday. This article walks […]
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The US dairy herd reached 9.615 million cows in early 2026, the largest since 1993, with milk production up 3.2%...
On March 1, 2026, a joint US and Israeli military operation against Iran changed the commodity landscape overnight. Oil prices...
In October 2025, US WPC80 instant traded at $5.80/lb, already a record. By Q1 2026 it hit $10.50/lb, a level...
US butter production was up 5.68% in 2025, adding 27 million extra pounds to the market. January 2026 pushed the...
US milk production was up 3.2% in January 2026, herds were at their largest since the early 1990s, cream was...
While every other US dairy commodity collapsed in 2025, whey proteins went the opposite direction. WPI broke $10/lb for the...
In 2025, the US dry whey market got pulled two different ways at once. On one side, trade tariffs with...
For most of 2025, US NFDM (nonfat dry milk) and SMP (skimmed milk powder) told a story that shouldn’t have...
2025 was the year the US cheese industry hit a ceiling. New production facilities came online. Milk flowed in abundance....
If you bought US butter at the start of 2025, you paid around $2.50 per pound. By December, that same...
We’re excited to announce our latest partnership. Episode3’s Australian Red Meat Market Report is now live on Vesper. If you...
