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Ozempic, Wegovy and the adoption of GLP-1 weight loss drugs are rewriting the rules of consumer nutrition. This means whey proteins are on fire. Demand for high-quality protein is exploding among health-conscious buyers, and the whey complex is surging right now. The rest of the dairy market? With a tidal wave of milk and meh demand, dairy commodity prices are wilting. When will the price slump turn around? In this episode of The Milk Check, we break down: - Why whey production won’t catch up anytime soon - Why rising milk production could turn today’s inventory build into tomorrow’s oversupply crisis - How the Chinese New Year, Ramadan and events like The Super Bowl are compressing demand - The possible hidden vulnerabilities that may be revealed when this big gulp of demand fades Listen now as the experts from the T.C. Jacoby & Co. team dive into the latest data about butter, cheese, and nonfat and why more price pressure may be flowing our way. Listen to The Milk Check episode 87: When will dairy prices turn around.

If you’ve been listening to The Milk Check, now’s your chance to see the conversation. For the first time ever, we’re bringing the full team to YouTube. 📈 Dairy markets 🛡️ Risk management 🐄 And everything that happens across the industry Whether you’re on the farm, in the plant or behind a desk, The Milk Check is ready where you are, on: - YouTube - Spotify - Apple Podcasts - Amazon Music - Or on Jacoby.com in our Learning Center. In the latest episode of The Milk Check, we break down the whey protein surge driven by GLP-1s like Ozempic and Wegovy and what it means for price volatility and dairy inventories. We also dive into rising production and cold storage, as well as how a convergence of holidays and events may see a demand drop off after holiday buying. Want insights with faces to match? Go to YouTube and watch The Milk Check episode 87: When will dairy prices turn around. Leave a comment and help shape where dairy is headed next. We’ll see you at The Milk Check.

Markets this one-sided never stay that way for long. Don’t get caught off guard. In the latest episode of The Milk Check, the Jacoby Team breaks down why butter prices are sinking fast, but protein is still red-hot. We cover: 🧈 Why butter prices are tumbling toward $1.50 and what’s driving the new butterfat surplus. 💪 What’s driving the surge in demand for high-protein whey products like WPC 80 and WPI 🧀 How heavy cheese inventories and soft exports mean gathering storm clouds for Class III prices. Don’t miss the latest episode of The Milk Check, and stay ahead of the market shifts. Listen now to The Milk Check episode 86: Bears in Butter, Bulls in Protein.

Not that long ago, the market was bracing for $4 butter. Now, we’re staring at $1.60 — and possibly the $1.40s before year-end. In the latest Milk Check, Ted Jacoby III and the Jacoby trading team unpack the volatility behind butter’s recent bounce and what it says about the wider dairy market. We cover: 🧈 Why butter prices are sinking fast and what’s next 💪 How long this red-hot protein market could last 🧀 What’s moving in the cheese market 📉 And why a short squeeze could catch everyone off guard From butter’s collapse to record-high protein demand, this episode digs into the new dairy dynamic: falling fat, booming protein, and a setup that could spark the next short squeeze. Listen now to The Milk Check episode 86: Bears in Butter, Bulls in Protein.

Perfect weather. Healthy cows. Bad news for butter. With high butter output from the U.S., Europe and New Zealand, it’s clear: we’re not short on milk or fat anywhere in the world. In this episode of The Milk Check, we sat down with the experts from Cefetra Dairy — Martijn Goedhart, Henk-Jan Bouwman, and Veljko Perovic — to explore how blue skies don’t mean smooth sailing for the global butter market. Learn the info you need to prepare for the changes in the dairy market. You’ll hear: 🇪🇺 Why record-high European butter prices didn’t last 🌤️ How perfect weather and healthy cows created global oversupply ⚖️ When supply and demand might finally find balance again Listen now to The Milk Check episode 85: Swimming in Butter – Global Insights from Cefetra Group.

Global butter prices have already fallen. But the real problem might be what comes next. We’ve frontloaded butter demand: holiday orders, Ramadan buying and retail pre-buys have filled the pipeline early. In The Milk Check episode 85, the Jacoby team and Cefetra Dairy unpack how early buying, perfect weather and global oversupply are reshaping the butter market. We cover: 🧈 Why U.S. inventories are bursting with 80% salted 🌍 How Europe’s perfect weather turned into a perfect storm 📉 When supply might finally start to rebalance Don’t miss The Milk Check episode 85: Swimming in Butter – Global Insights from Cefetra Group.