Steady Markets, Shaky Ground

Steady Markets, Shaky Ground

From The Milk Check by T.C. Jacoby & Co. - Dairy Traders

April 15, 2026 · 19 min

About this episode

The episode discusses the current state of the dairy market, highlighting underlying issues despite a seemingly stable environment.

With Easter behind us, demand is easing, milk production is climbing, and the spring flush is here. But beneath the surface, the dairy complex is anything but comfortable. In the latest episode of The Milk Check , host Ted Jacoby III and the Jacoby team look at the fault lines hiding beneath today’s seemingly stable dairy market. In this episode, we cover: Why milk is getting longer, but not everywhere How added processing capacity is changing the spring flush Whether butter has found its floor, or is simply stuck Why energy may be the biggest wildcard in dairy right now From regional milk balances to butter’s next move and the growing influence of energy costs, we look at what is really driving the dairy complex right now. To hear what could hold, what could crack and what the next few months may mean for dairy, listen to The Milk Check episode 97: Steady Markets, Shaky Ground. Got questions? We’d love to hear them. Submit below, and we might answer it on the show. Ask The Milk Check Ted Jacoby III: Coming up on the Milk Check. Joe Maixner: It’s really watching the energy markets because it’s going to affect literally everything. Ted Jacoby III: Welcome to the Milk…

People in this episode

Hosts: Ted Jacoby III, Joe Maixner

Topics covered

  • dairy market analysis
  • milk production
  • energy costs
  • butter prices
  • regional milk balances

Keywords

  • dairy market
  • milk production
  • spring flush
  • energy costs
  • butter prices

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