Dairy market | We Are Facing a Bearish Dairy Market
- ZISK
- Sep 3
- 1 min read
Dairy markets are entering a bearish phase, with oversupply and diverging expectations shaping short-term dynamics. While New Zealand, Australia, and Uruguay anticipate record milk flows, and Argentina recovers strongly after years of decline, global demand signals remain uncertain, raising the risk of prolonged price pressure into Q4 2025.
A bullish market is a period in which the prices of financial assets, commodities, etc., experience sustained growth.
A bearish market is one in which the prices of assets or commodities fall over a certain period of time.
The past two weeks have been among the most active in the dairy products market. Liquidity is abundant and volatility remains high, but there is no clear consensus in the major markets. The fourth quarter is traditionally bullish (for Europe and the U.S.), supported by strong demand and lower production. However, the market remains divided: many participants expect a rebound, while others believe last week’s price decline was justified.
Sept. 3, 2025
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