Pubs & Podcasts --> Outlook --> October, 2018

Let's focus on cheese. Big block/barrel spread and Millennials are pushing back on processed cheese, but total cheese consumption is actually up... significantly. With milk production growth slowing in EU and cow numbers down in the US, maybe prices have a chance to rebound in 2019. The video is about 13 minutes long.

The video should stream in most browser versions greater than and including: Firefox 3.5, Chrome 3, Internet Explorer 9, Safari 3, Opera 10.5, and IOS (iPhone, iPad, etc.) devices.

 

 We've been asked to provide links to the graphs used in the podcast. Please find links below to each of the images.
U.S. Milk Cows
U.S. Milk Production per Cow

Percent Change in U.S. Milk Production
Map of Milk Production Changes, First 3 Quarters 2018 vs 2017
Percent Change in Milk Production Major Exporters
Intervention Powder Stocks
Exports as a Percent of Milk Production
CME Spot Cheddar Prices
US Per Capita Cheese Consumption
CME Class III & IV Futures Market Prices