close bell with Chris Robinson.
Oct 16, 2026 · 39 min · 8 segments
Mike North from Ever Ag and Chip Neilger from Blue Reef ag markets, we talked about dairy markets and grains markets. Bruce Blythe from farm futer. We talk on corn markets and beans
Mike NorthGuestChip NellingerGuestCesar DelgadoHostSomething like it's called a tariffs on Canadians' dairy and U.S. dairy products.
Well, certainly there was a lot of media concern swirling around those actions prior to it happening in late August, early September.
As you look at the tariffs that we applied to Canada, they're not going to have a ton of impact.
We don't source much from Canada, although we do sell them some products that they have essentially add value upward to and then send back to the United States.
The biggest concern, you know, for U.S. dairymen, of course, is the outbound products to Canada.
Canada applied a 50% tariff on milk powder, the same on whey protein concentrate, which has been a major growing category of purchase by the Canadians, as well as a 25% tariff tariff on cheese, those are the big products that we send them.
We send them casein and caseinates and some other isolates, those 50% tariffs as well.
But bottom line is that as we look forward, because of what we've watched happen in diesel costs and just the outlandish amount of additional costs that freight has added to the overall bill, Even with these tariffs, we are the best source for product for the Canadians.
And so despite the added cost, we believe that the flow of product is going to continue heading north and that the Canadians will continue to buy what they have been, especially since a lot of it is ingredient-based.
It's very difficult to change your spec sheet's and change up what products you're using, change vendors.
And like I said, with freight costs where it's at, there's a real incentive to stay in partnership with U.S. vendors.
And if you've been tracking that market, we ended the month of September at $1.27. We've climbed 26 cents in the cheese price.
Something like it's called a tariffs on Canadians' dairy and U.S. dairy products.
Well, certainly there was a lot of media concern swirling around those actions prior to it happening in late August, early September.
As you look at the tariffs that we applied to Canada, they're not going to have a ton of impact.
We don't source much from Canada, although we do sell them some products that they have essentially add value upward to and then send back to the United States.
The biggest concern, you know, for U.S. dairymen, of course, is the outbound products to Canada.
Canada applied a 50% tariff on milk powder, the same on whey protein concentrate, which has been a major growing category of purchase by the Canadians, as well as a 25% tariff tariff on cheese, those are the big products that we send them.
We send them casein and caseinates and some other isolates, those 50% tariffs as well.
But bottom line is that as we look forward, because of what we've watched happen in diesel costs and just the outlandish amount of additional costs that freight has added to the overall bill, Even with these tariffs, we are the best source for product for the Canadians.
And so despite the added cost, we believe that the flow of product is going to continue heading north and that the Canadians will continue to buy what they have been, especially since a lot of it is ingredient-based.
It's very difficult to change your spec sheet's and change up what products you're using, change vendors.
And like I said, with freight costs where it's at, there's a real incentive to stay in partnership with U.S. vendors.
And if you've been tracking that market, we ended the month of September at $1.27. We've climbed 26 cents in the cheese price.
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