In this episode of Parlor to Plate, from Ever.Ag Insights, the team takes stock of mid-September market dynamics across cheese, butter, grains, and feed. Cheese and nonfat remain under pressure as U.S. and European milk production runs heavy, with European mozzarella prices slipping sharply and narrowing the U.S. export edge. Butter has dropped to multi-year lows, though short-covering rallies hint at volatility ahead. On the producer side, forward curves are offering fresh opportunities, but margins remain thin, with beef-on-dairy returns and slaughter trends adding uncertainty. Grain markets are steady, with corn and soybean meal softening on harvest optimism, while proteins linger near multi-year lows, giving buyers a chance to lock in value.
Join host Kathleen Wolfley and panelists Brian Fletcher, Matt Tranel, and Jake Kingsley for a lively discussion.
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