As the U.S. dairy industry moves through the first quarter of 2026, the data is sending a clear and unmistakable message: the global appetite for U.S. dairy is not just growing — it’s accelerating. For years, the industry has discussed the potential of international markets, but the opening months of this year have proven that we are no longer just looking at a horizon of possibility. We are living in a new era of global demand, often referred to by industry leaders as a U.S.

The USDA’s World Ag Supply and Demand Estimates (WASDE) report offers forecasts for dairy, beef and feedstuffs. The USDA’s monthly World Ag Supply and Demand Estimates (WASDE) report was released April 9. Milk production, prices Milk production for 2025 is revised on the latest data reported by NASS in the Milk Production report. At 231.7 billion pounds, the 2025 milk production estimate was unchanged from last month’s report and would be up 5.8 billion from 2024’s total of 2

I put off writing this piece for one day so I could see the result of the peace proposal between the U.S. and Iran. It appears that a 2-week cease fire has been agreed to and the Strait of Hormuz has been opened up for shipping. The early reaction has been a sharp rally in U.S. stock prices and a sharp decline in crude oil prices. If the war is indeed coming to a close and crude oil prices are headed lower, it vastly decreases the odds of a U.S. or global recession. At this p