Markets Under Pressure: Dairy Down, Tariffs Rising

Markets Under Pressure: Dairy Down, Tariffs Rising

From The Commodity Kitchen with David Maloni by David

October 15, 2025 · 10 min · Season 1 · Episode 2

About this episode

This episode discusses the recent declines in dairy and poultry markets and the broader trends affecting commodity prices.

In this episode, we take you through the latest movements across food, energy, and agricultural markets. The Datum FS Commodity Index is down 6% month over month, driven largely by steep declines in dairy and poultry. We unpack what’s behind the sharp drop in chicken breast, wing, and tender prices, the continued weakness in butter, and the broader trends putting pressure on nearly every major commodity. You’ll also hear our thoughts on how these shifts compare to past market lows and what might signal a turnaround. We also zoom out to the bigger picture—how government shutdowns, renewed tariff discussions with China, and record corn harvest expectations could reshape the landscape for U.S. producers and global trade. From rare earth mineral tensions to multi-year lows in grains and oilseeds, we explore the forces at play and what they could mean for feed costs, pricing stability, and market confidence heading into the end of the year. Connect with out hosts: David Maloni’s LinkedIn: https://www.linkedin.com/in/davidmaloni/ Jerry Dalton's LinkedIn: https://www.linkedin.com/in/jerry-dalton-0324a821/ Click here to find out more: https://datumfs.com/

People in this episode

Host: David Maloni

Topics covered

  • market trends
  • agricultural markets
  • commodity prices
  • dairy
  • tariffs
  • food industry

Keywords

  • commodity index
  • dairy prices
  • poultry prices
  • market analysis
  • tariffs
  • food prices

Mentioned in this episode

Organizations: Datum FS Commodity Index

Products: chicken breast, wing, tender, butter

Places: Dairy, poultry

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