Skim milk benchmarks have dropped sharply, nearly 60% lower than a year ago. While raw milk supply remains high, demand for liquid milk is weakening both in the EU and internationally. Sales in Germany and France have contracted, while China has reduced imports of liquid skim milk. This report examines these dynamics in detail, outlining the forces that are currently shaping the EU skim milk market.
Analysis|Published: Oct 1, 2025
New Zealand has registered its fourth straight month of record milk output. Favorable weather, steady prices, and manageable costs are fueling a strong footing for the milk peak, but global demand signals remain fragile. With China’s imports not yet recovering and other producers expanding production, the balance between supply and demand is at risk.
Analysis|Published: Sep 24, 2025
US milk output is surging, with record herd sizes and productivity shaping the market. But behind the growth lies a structural threat: a critical shortage of replacement heifers threatening future supply. At the same time, farmgate prices are under pressure, and avian influenza continues to disrupt herds.
Analysis|Published: Sep 17, 2025
Ireland’s milk production is rising again, but the outlook is far from straightforward. While farmers enjoy strong prices and lower feed costs, looming regulatory changes could reshape the entire sector. The numbers show opportunity in the short term but also signal risks that could cut deep into output and exports.
Analysis|Published: Sep 11, 2025
European milk production shows diverging trends this summer, with Germany finally hinting at recovery after months of decline, while Italy faces steep output losses. France stands out with relative stability, though weather extremes and animal health concerns cast uncertainty over future supply.
Analysis|Published: Sep 9, 2025
Maasdam cheese has entered a downward trend, following a period of stability early in 2025. Despite its accelerated decline, volatility has eased. This stabilization suggests a more balanced market. However, Maasdam seems to be losing ground to its Swiss-type rival, Emmental. Production trends reveal diverging national trends. While Germany and the Netherlands contract, Poland continues to expand. Trade flows highlight the relevance of the internal EU market, though demands softened early in 2025. International markets, especially the UK to Saudi Arabia, offer growth potential, but remain secondary.