DairyTalk 254: Growth Without Profit: The New Reality of the Dairy Market - by Helmut Demmelhuber

This article examines the growing imbalance in the global dairy
market in early 2026. Strong production gains in 2025 - driven by
favorable weather and regional expansion - are colliding with
weakening demand, particularly from China. The result is falling
commodity prices and increasing margin pressure for producers
worldwide. The analysis highlights why productivity alone no
longer guarantees profitability and why operational efficiency,
cost discipline, and strategic risk management are becoming
essential for navigating a cooling and uncertain dairy market.
With comments on a "The Bullvine"-article (January 26th, 2026) by
Andrew Hunt: https://www.thebullvine.com