DairyTalk 156: Oversupply, Not Demand - Inside the 2025 Global Dairy Crunch - by Helmut Demmelhuber

In 2025, the global dairy industry ran headfirst into a “wall of
milk.” Simultaneous production expansion across the U.S., EU, New
Zealand, and Argentina flooded the market, crashing prices to
around $15 per hundredweight - despite strong export demand. The
problem wasn’t demand, but biology: expansion decisions made two
years earlier all came online at once. Complicating matters,
successful beef-on-dairy programs reduced replacement heifer
numbers, limiting aggressive culling. This episode explains the
forces behind the crunch and highlights how resilient farms use
precision culling, margin protection, and genetic efficiency
traits like Feed Saved to survive low-margin cycles. With
comments on a "The Bullvine"-article (December 11th, 2025) by
Andrew Hunt: https://www.thebullvine.com