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Growing Milk Supplies Fuel a Bearish Outlook for Dairy
Each week we focus on the factors that could become a story to support dairy markets to higher prices, highlighting the small wins or the what if stories. When writing articles, it is a lot easier to put a spotlight on the things to look forward to rather than a tough look at the reasons the market has for trading at the lower prices we see today. The first and most obvious reason for lower prices is the availability of product in the United States. Dairy farmers have done an
Jun 25


The $4,000 Heifer: Why Beef-on-Dairy is Driving Record Replacement Prices
In the world of dairy farming, the cow’s primary job has always been to produce milk. But in 2026, a massive shift in global protein markets has fundamentally changed the job description of the U.S. dairy cow. Today, her most valuable output might not be the white gold in the bulk tank, but the black-hided calf she carries for the beef market. We are currently witnessing a triple play in dairy management — the strategic use of gender-sorted semen, genomics and beef-on-dairy g
Jun 23


Beyond the Milk Check: How Beef Prices, Global Markets and China’s Shifting Diet Redefine Dairy Economics
If you want to understand the dairy market in 2026, looking solely at local milk production will lead you astray. Today, a dairy farmer’s bottom line is being dictated by the shrinking U.S. beef herd, the sudden popularity of cottage cheese, the rise of weight-loss drugs, the “Californication” of the Chinese diet and shifting production levels in places like New Zealand and Europe. That was the overarching message delivered by a powerhouse panel of HighGround Dairy analysts a
Jun 22
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