The Milk Check

Apr 15 2025 18 ep. 27 mins 46
The Milk Check Podcast artwork

Experienced dairy traders from T.C. Jacoby & Co. discuss issues, trends and dairy market movements that will impact the prices paid to U.S. dairy farmers for the milk they produce. Episodes are posted each month just before the previous month's final checks are paid to dairy farmers.

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Tariff talk takes dairy on a wild ride

Apr 15 2025 19 mins  
In this week’s episode of The Milk Check, we strap in for a wild ride. From tariff chaos to spring flush milk surpluses, the market is anything but predictable. Join Ted Jacoby and the team of experts as we cover key topics, including: The spring milk flush and its impact on processing plants Cream demand firming up but still long Butter market volatility and ho

Exit stage left: Why some producers are selling while they can

Apr 11 2025 34 mins  
In this episode of The Milk Check, find out why some dairy producers may be eyeing the exit. Sarina Sharp, risk manager at Ag Business Solutions and the writer behind TC Jacoby’s Weekly Market Report joins the Jacoby team this week. Sarina brings invaluable insights as we dig into critical topics like: Milk prices and financial stability: How long can dairy farmers survive wi

Stormy markets, steady strategies: Navigating dairy uncertainty

Mar 14 2025 27 mins  
Dairy markets have taken a hit, with prices dropping across the board. Global economic uncertainty, tariff concerns, and weak demand have sent prices for cheese, butter, nonfat dry milk, and whey tumbling. Our team tackles this and more, including: Pricing market predictions by dairy product category Tariffs and demand changes for U.S. products Global strategies t

Bracing for impact: Will tariffs churn up U.S. dairy markets?

Feb 17 2025 30 mins  
Could tariffs put U.S. dairy exports at risk? In this episode of The Milk Check, special guest Mike McCully, President of The McCully Group, joins us to slice through the uncertainty in today’s dairy market. With trade tensions rising, could tariffs spook global buyers and push them toward alternative markets? We tackle some of the biggest questions facing dairy exporters toda

Cows and commerce – Dairy’s 2025 outlook

Jan 23 2025 37 mins  
What will shape the dairy industry in 2025? Are you ready for it? In this episode of The Milk Check, we tackle the big question: what’s ahead for the dairy market in 2025? Spoiler alert: There’s no shortage of opinions—or uncertainty. 🐮 Heifer shortages vs. USDA projections: are we heading for a reality check? 🐄How will shifting cow populations reshape regio

Protein power: The future of dairy in a nutritional world

Dec 23 2024 50 mins  
Where is the global dairy industry headed? In this episode of The Milk Check, we’re joined by Andy Powers, vice president of technical services at the American Dairy Products Institute (ADPI), alongside members of the Jacoby team, to explore the future of dairy. Together, we tackle emerging trends, market forces, and opportunities for dairy proteins, fats, and other dairy product

Understanding Exports – New Zealand

Dec 11 2024 33 mins  
Today’s dairy market is global. In our latest episode of The Milk Check, we dive into the New Zealand and Oceania markets to understand how they may impact the U.S. dairy market. Join Jacoby and our two special guests Jo Bills, ag market analyst and director of global Insights at Ever.Ag, and Steve Spencer, managing Director at Ever.Ag as we dive into dairy. Tight global

Low herd numbers, peak demand: Your update on the shifting milk market

Sep 25 2024 21 mins  
As summer fades, we're moving into peak demand season for the U.S. dairy market. Keep on top of shifting trends with The Milk Check. Guest host Josh White and a panel of industry experts discuss the latest trends and projections for U.S. dairy as we approach this critical period. 💸 Blue tongue’s impact on European milk production.🧈 Butterfat is bucking the trend with a s

Silencing the Hecklers with Tim the Dairy Farmer

Aug 29 2024 32 mins  
In today’s episode of The Milk Check, we’re joined by Tim the Dairy Farmer, a farmer, speaker and ag comedian. If you think dairy farming is no laughing matter, then you haven’t met Tim. Tune in for a special episode of the podcast, where Tim and the Jacoby team discuss: Strong harvest likely leading to lower feed prices Could dairy heifer prices rival Black Angus

Jacoby’s 75th Anniversary, Part 2: The Milkshed of the Globe

Aug 20 2024 15 mins  
Today, we share Part 2 of a special two-part episode celebrating TC Jacoby & Co’s 75th anniversary. We’ll talk about the milk industry from the '90s to the dairy world of the future. Join Ted Jacoby II, Gus Jacoby, and Ted Jacoby III for the conclusion of our special 2-part episode as we discuss: The first TC Jacoby & Co. cheese desk Our projection for future growth