UK Dairy Faces Price Pressure Amid Milk Surge
The UK dairy sector entered 2026 under significant pressure as rising milk production across domestic and global markets created an oversupply situation, weighing heavily on prices and farmer margins, according to the latest Q1 2026 dairy market review by the Agriculture and Horticulture Development Board. GB milk deliveries have remained consistently above prior-year levels, with…
US Raises 2026 Milk Output, Price Forecasts
The USDA has raised its 2026 milk production forecast, projecting higher output alongside improved milk price expectations, signaling a more optimistic outlook for the US dairy sector. Total milk production is now expected to increase on the back of higher milk per cow, even as cow numbers remain relatively stable, reflecting gains in productivity and…
Freight Turmoil Reshapes Global Dairy Trade Flows
Freight disruptions and shifting protein economics reshape global dairy trade, impacting costs, competitiveness, and exports. Milk mixing in the stainless tank during the fermentation process at the cheese manufacturing Edited by: Damián Morais Shifting protein economics and logistics disruption redefine competitiveness in dairy markets. Insight Focus Global dairy markets have steadied but remain freight‑driven. Logistics disruptions…
2026 Dairy Markets: Growth Meets Volatility
The 2026 dairy market outlook signals a year of improving profitability but rising volatility, as expanding milk supply, shifting demand patterns, and global trade dynamics reshape margins and risk strategies. Analysis from Purdue University highlights that while margins are expected to recover, producers must navigate increasingly complex market signals. Milk production is projected to increase…
Fonterra Lifts Outlook Amid Middle East Risks
New Zealand dairy giant Fonterra has raised its full-year earnings guidance to 50–65 NZ cents per share, up from the earlier 45–65 NZ cents, reflecting improved global commodity prices, strong margins and disciplined cost control despite rising geopolitical uncertainties. The company reported a 3% increase in half-year profit to NZ$750 million for the six months…
Iran Emerges as Major Global Milk Export Power
Iran is rapidly emerging as a significant force in the global dairy trade, with the country now ranked as the world’s fourth-largest milk exporter, behind the European Union, New Zealand and the United States, even surpassing Australia. In 2025, Iran is estimated to have exported 182,000 tonnes of milk powder, marking a sharp rise of…
Global Dairy Commodity Prices Show Signs of Rally
Global dairy commodity prices have shown a rally in the first quarter of 2026, particularly for products originating from Australia and New Zealand, according to a new Q1 Global Dairy Quarterly report by Rabobank. The report notes that overall dairy prices have begun to recover in recent months, supported by strong consecutive increases at Global…
Savencia Profit Drops on Rising Milk Costs
Savencia Profit Drops on Rising Milk Costs French dairy major Savencia Fromage & Dairy reported a sharp fall in profitability for 2025, with its net income dropping by €32.2 million to €74.7 million, representing 1.1% of revenue, mainly due to a surge in milk prices and weaker industrial commodity markets. The group’s sales reached €6.957…
Hormuz Disruption Threatens Dairy Supply Chain
Escalating geopolitical tensions around the Strait of Hormuz are creating new risks for the global dairy sector by disrupting key inputs such as energy, fertilisers and shipping routes. The strait carries nearly 30% of global oil shipments and about 20% of liquefied natural gas (LNG), making it vital for energy-intensive industries like dairy processing that…
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…