Oct 9, 2026 · 6 min · 5 segments
Send us Fan Mail Today we start with a look at dairy exports from the August USDEC report, then offer some tips on risk management practices when…
Year over year, US dairy exports increased two percent on a milk solids equivalent basis in August, which was a welcome return to growth after a combined four percent decline in June and July.
From a value standpoint, August US export value increased ten percent year over year to nine hundred and nineteen million dollars.
On a category by category basis, US growth was much more subdued than in twenty twenty-five and early twenty twenty-six.
Cheese and butterfat began to lap stronger prior year export volumes, while the US cheese price advantage began to shrink, global butterfat supplies began to strengthen.
Both products will be hard pressed over the remainder of the year to match the high double and triple digit gains we've grown used to seeing.
Total US butterfat exports declined six percent compared to the previous August as butterfat and, and anhydrous milk fat continued to diverge.
Butter exports fell twelve percent, which was the second straight year over year decline, while anhydrous milk fat grew eleven percent, which was the twenty-sixth consecutive year over year increase.
Limited exportable supply of US non-fat dry milk and skim milk powder and elevated US pricing continues to hamper US participation in global milk powder markets.
US suppliers saw healthy growth in milk protein concentrate and low protein whey as global protein demand continued to drive demand.
Year over year exports of milk protein concentrate had their biggest month in nearly four years, with volume raise, rising thirty-six percent.
Protein fortified product manufacturers appear to be turning to milk protein concentrate given the supply and price situation for WPC eighty.
Year over year, US dairy exports increased two percent on a milk solids equivalent basis in August, which was a welcome return to growth after a combined four percent decline in June and July.
From a value standpoint, August US export value increased ten percent year over year to nine hundred and nineteen million dollars.
On a category by category basis, US growth was much more subdued than in twenty twenty-five and early twenty twenty-six.
Cheese and butterfat began to lap stronger prior year export volumes, while the US cheese price advantage began to shrink, global butterfat supplies began to strengthen.
Both products will be hard pressed over the remainder of the year to match the high double and triple digit gains we've grown used to seeing.
Total US butterfat exports declined six percent compared to the previous August as butterfat and, and anhydrous milk fat continued to diverge.
Butter exports fell twelve percent, which was the second straight year over year decline, while anhydrous milk fat grew eleven percent, which was the twenty-sixth consecutive year over year increase.
Limited exportable supply of US non-fat dry milk and skim milk powder and elevated US pricing continues to hamper US participation in global milk powder markets.
US suppliers saw healthy growth in milk protein concentrate and low protein whey as global protein demand continued to drive demand.
Year over year exports of milk protein concentrate had their biggest month in nearly four years, with volume raise, rising thirty-six percent.
Protein fortified product manufacturers appear to be turning to milk protein concentrate given the supply and price situation for WPC eighty.
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