The Milk Check
Experienced dairy traders discuss current market trends that affect payments to dairy farmers.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 23, 2026
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- Earliest in this view
- Jul 9, 2026
Latest episodes
We Have a Cheese Problem (opens the original)
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With more cheese competing for buyers around the world, could the global market be headed for a price war? U.S. cheese plants are running full, whey protein demand is supporting production and exports have been strong. But at home, cheese demand remains soft. That puts more pressure on exports to keep product moving. In episode 106 of The Milk Check , host Ted Jacoby III sits down with the T.C. Jacoby & Co. cheese team to discuss what happens when growing U.S. production meets intensifying compe
Powder pops. WPC 80 slips. Dairy proteins defy gravity. (opens the original)
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Nonfat rallied nearly 30 cents in about 15 days. Can that rally can hold? WPC80 is showing its first real signs of softness in a while. Is it a seasonal slowdown or a sign? And milk proteins are still finding support. Will demand stay strong as new products come online, or will the economy finally put a lid on protein? In episode 105 of The Milk Check, host Ted Jacoby III and the T.C. Jacoby & Co. team focus on two of the busiest corners of the dairy market right now: nonfat and protein. In this
Can the U.S. Keep Its Dairy Export Advantage? (opens the original)
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We’re excited to have Will Loux , senior vice president of global economic affairs for the U.S. Dairy Export Council , join us to share his presentation of the future of U.S. dairy exports. For years, the U.S. dairy export portfolio has leaned heavily on nonfat dry milk, skim milk powder, lactose and lower-protein whey products. But our exports are changing. In the latest episode of The Milk Check , host Ted Jacoby sits down with Will Loux to break down the changing U.S. export picture. In this
The Perfect Storm for Milk Solids (opens the original)
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Milk already feels tight across much of the U.S. That could be the setup for a perfect storm. Summer heat, warm nights, wildfire smoke and plant disruptions have pressured milk production and moved milk into unexpected places. Now, Class I bottlers are preparing for schools to reopen just as cheese plants, protein beverage manufacturers and other processors compete for the same milk solids. In this episode of The Milk Check , guest host Josh White and the Jacoby team break down what could make A
Who Wins the Next Decade of Milk Production? (opens the original)
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The next decade of global dairy growth may look very different from the last one. For years, much of the world’s additional milk came from pasture-based systems. New Zealand added acres. Production expanded across parts of South America, Australia and Europe. But those regions are not growing the way they once did. Today, the next unit of milk is increasingly coming from grain-fed systems. That shift could put the U.S. in the driver’s seat for global dairy markets over the next 5 to 10 years. In
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