Milk production in the UK and Ireland remained under pressure during summer. While stronger milk composition partially mitigated the decline in UK liquid milk collections, Ireland experienced both a weaker output and milk composition. At the same time, low farmgate milk prices and rising feed costs continue to pressure farmer margins, potentially limiting production in the months ahead.
Analysis|Published: Aug 20, 2026
The dairy powder market faced a substantial increase across all benchmarks in week 34 (August 20). SMP led the upward movement, increasing by 5.1% for Food and 6.4% for Feed, while WMP and whey powder benchmarks also posted increases at a more moderate pace. Market sentiment remained firm, supported by tighter availability, declining milk collections and strong demand for whey protein ingredients, although uncertainty remains over buyers’ willingness to absorb substantially higher prices.
Analysis|Published: Aug 20, 2026
The cheese category observed a generalized increase in week 34 (August 20), with most benchmarks strengthening despite deviations across specific commodities. Mozzarella led the upward movement, increasing by 3.8% over the previous week, while Gouda also continued its recovery; in contrast, Cheddar and Emmentaler remained comparatively stable or declined. Market sentiment remained relatively firm, supported by low stocks, limited producer offers and renewed buying interest, although resistance to higher prices continues to limit part of the upside.
Analysis|Published: Aug 19, 2026
DCA whey protein benchmarks remained firm in week 34, with limited liquidity continuing to shape both WPC80 and WPI90 markets. While WPC80 prices eased slightly, WPI90 benchmarks reached a new record high. Overall trading activity remains subdued, with most fourth-quarter demand already covered and producer capacity constrained. Meanwhile, MPC is increasingly being considered as a more competitively priced alternative in protein formulations.
Analysis|Published: Aug 14, 2026
The powder market observed a definite positive development in week 33 (August 13), with all benchmarks increasing over the week, except for lactose and SWP Feed. SMP faced a notable increase in the feed segment, with producers posting increasingly higher prices. Whey powder prices also increased, although at a more moderate pace.
Analysis|Published: Aug 14, 2026
The cheese market was predominantly firmer in week 33 (August 13), with most benchmarks observing gains over the previous week. Mozzarella experienced a notable increase, while Gouda remained broadly stable together with Frau Antje. Prices were primarily supported by expectations of lower milk collections in the summer weather and by a tight availability in several cheeses.
