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Miguel Aragón

Miguel Aragón

Director of International Cheese Sales, Latin America at T.C. Jacoby & Co., dairy trading firm; frequent guest on The Milk Check podcast covering Latin American cheese markets.

Sep 23, 2026

The Milk Check

The Milk Check

We Have a Cheese Problem

Sep 23 · 24m

Ted Jacoby
Ted JacobyHOST
6:28
Miguel, how about you? What are you seeing as we look south?
Miguel Aragón
Miguel AragónGUEST
6:30
I have to echo what Jane just said.
Miguel Aragón
Miguel AragónGUEST
6:33
We are seeing still a lot of interest in Mexico and the rest of Latin America.
Miguel Aragón
Miguel AragónGUEST
6:38
But there are three things I'm really looking at right now.
Miguel Aragón
Miguel AragónGUEST
6:41
I'm looking at what the CME is doing because that is helping undoubtedly, but freight is hindering us.
Miguel Aragón
Miguel AragónGUEST
6:47
However, the exchange rate is favorable right now.
Miguel Aragón
Miguel AragónGUEST
6:51
If any of those three things change, if the CME starts going up or the exchange rate starts going up and the dollar starts getting stronger, we may see some movement in regards to demand.

8 MINS LATER

Jennifer Kuo
Jennifer KuoGUEST
15:11
They also have access to probably fresher seafood than 50% of the U.S.,

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