Rabobank Sees Cautious Dairy Price Recovery

Global dairy commodity prices are showing early signs of recovery in 2026, but the rebound is expected to remain cautious due to abundant global milk supply, according to Rabobank’s Global Dairy Quarterly report. The bank noted that strong milk production across major exporting regions—including the EU, United States, South America and New Zealand—kept markets well…
US-Iran Tensions Raise Indirect Risks for Dairy

Escalating tensions between the United States and Iran are creating indirect challenges for the global dairy sector, mainly through higher energy, freight and packaging costs, according to market analysts. While the conflict has so far had limited direct impact on dairy fundamentals, its biggest transmission channels are rising oil prices and logistics disruptions that affect…