DairyTalk 173: The Triple Cushion Trap - Why Today’s Profits Won’t Save Dairy Farms - by Helmut Demmelhuber

Many mid-size dairy farms are performing well - but for the wrong
reasons. High beef-on-dairy premiums, low feed costs, and
supportive milk margins have created a dangerous illusion of
security. According to this analysis, all three cushions are
likely to collapse by late 2026, just as the U.S. dairy herd
reaches record size and replacement heifer numbers hit historic
lows. This episode explains why waiting is the biggest risk and
why contracts, herd size decisions, and revenue diversification
must be addressed now to survive the next phase of consolidation.
With comments on a "The Bullvine"-article (December 16th, 2025)
by Andrew Hunt: https://www.thebullvine.com