PODCAST · business
The Milk Check
by T.C. Jacoby & Co. - Dairy Traders
Experienced dairy traders discuss current market trends that affect payments to dairy farmers.
Episodes
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Sacudida en el Mercado Lácteo: ¿Qué Está Pasando en México y EE. UU.?
¿Qué está provocando tanta volatilidad en el mercado lácteo de México y Estados Unidos? En este episodio en español de The Milk Check, los expertos de T.C. Jacoby & Co., Diego Carvallo, Yara Morales y Miguel Aragon, analizan los últimos movimientos del mercado lácteo, desde la disponibilidad de...
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We Have a Cheese Problem
With more cheese competing for buyers around the world, could the global market be headed for a price war? U.S. cheese plants are running full, whey protein demand is supporting production and exports have been strong. But at home, cheese demand remains soft. That puts more pressure on exports to...
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Powder pops. WPC 80 slips. Dairy proteins defy gravity.
Nonfat rallied nearly 30 cents in about 15 days. Can that rally can hold? WPC80 is showing its first real signs of softness in a while. Is it a seasonal slowdown or a sign? And milk proteins are still finding support. Will demand stay strong as new products come online, or will the economy…
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Can the U.S. Keep Its Dairy Export Advantage?
We’re excited to have Will Loux, senior vice president of global economic affairs for the U.S. Dairy Export Council, join us to share his presentation of the future of U.S. dairy exports. For years, the U.S. dairy export portfolio has leaned heavily on nonfat dry milk, skim milk powder, lactose…
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The Perfect Storm for Milk Solids
Milk already feels tight across much of the U.S. That could be the setup for a perfect storm. Summer heat, warm nights, wildfire smoke and plant disruptions have pressured milk production and moved milk into unexpected places. Now, Class I bottlers are preparing for schools to reopen just as…
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Who Wins the Next Decade of Milk Production?
The next decade of global dairy growth may look very different from the last one. For years, much of the world’s additional milk came from pasture-based systems. New Zealand added acres. Production expanded across parts of South America, Australia and Europe. But those regions are not growing the...
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Screwworm, Bird Flu and Foot-and-Mouth Disease: Is U.S. Dairy Ready?
Disease pressure is back in the dairy market conversation. New World screwworm has moved into the U.S. Avian flu is still lingering in dairy herds. Foot-and-mouth disease is also back in the conversation after a recent Dutton Ranch storyline raised questions about what an outbreak would mean for...
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Is Protein a Fad, and Is Cheese Still King?
Right now, high-protein diets are hot and cheese is still the biggest user of U.S. dairy. But will it last? Listen now Listen to the episode Also available on: Amazon Music Apple Podcasts Spotify YouTube In this episode: In this episode of The Milk Check, we pull out our crystal balls and try to...
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Volatilidad, leche y mercados globales
En este episodio de The Milk Check en Español, Diego, Yara y Miguel analizan uno de los mercados lácteos más inciertos de los últimos años. El equipo conversa sobre la limitada disponibilidad de leche en algunas regiones de Estados Unidos, la fuerte demanda de leche ultrafiltrada, el sólido…
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A Market on Borrowed Time
Nonfat is sitting north of $2.25 on the CME spot market. But the bigger question is how long it can hold. In the latest episode of The Milk Check, the Jacoby team breaks down a dairy market that feels tight, fragile and increasingly dependent on timing. Here’s what they’re watching: Why nonfat...
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Steady Markets, Shaky Ground
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…
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A Logistics Expert on the Iran Conflict and Dairy Trade
Weeks into the Iran conflict, the disruption to dairy logistics is becoming more visible. Shipping dairy to the Middle East used to take 30 to 40 days. Now it can take 60 to 75. And the longer this conflict lasts, the more pressure it puts on the dairy trade. In this episode of The Milk Check…
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The Strait of Hormuz: What the Iran Conflict Means for Dairy Trade
What happens to dairy markets when one of the world’s busiest shipping lanes suddenly gets disrupted? With the Strait of Hormuz under pressure and trade routes across the Persian Gulf in question, exporters are scrambling to figure out how to move product. What does all this mean for global dairy...
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The Dryer’s Getting Robbed
Flush season is here. Protein solids are up. Global milk production is up. So… Where’s all the skim milk powder? In this episode of The Milk Check, host Ted Jacoby III and the Jacoby team sits down with Martijn Goedhart and Henk-Jan Bouwman of Cefetra Dairy for a European perspective on the...
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Mercados Lácteos en Movimiento: Leche Fluida, Proteínas y Volatilidad Global
En este nuevo episodio de The Milk Check, Diego Carvallo conversa con Miguel Aragón y Yara Morales sobre un mercado lácteo marcado por una fuerte volatilidad y una demanda sólida de proteínas. A pesar de ser el mes del amor y la amistad, los mercados no han mostrado mucha “ternura”, con…
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Why Dairy Futures Seem Irrational
Dairy futures have been anything but calm. In just three weeks, prices across Class III, Class IV, cheese, butter and nonfat have surged, then whipped back and forth enough to exhaust even full-time market watchers. In this episode of The Milk Check, Ted Jacoby and the T.C. Jacoby & Co. team…
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The Nonfat Short Squeeze
Nonfat prices have moved sharply higher in recent weeks. But the rally isn't being driven by a sudden surge in demand. It's being driven by a breakdown in where milk is actually flowing. In this episode of The Milk Check, Ted Jacoby III and the Jacoby team unpack insights coming out of the IDFA...
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The Market is Lying to Us
Milk production is up 4.5% — but somehow, milk is clearing. Something doesn’t add up. In this episode of The Milk Check, the team uncovers the shifts reshaping dairy economics in 2026. Ted Jacoby III leads a classic market roundtable with the Jacoby team to unpack what they’re seeing as dairy...
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Valley Queen on casein vs. whey. Plus, where whey goes from here.
In this episode of The Milk Check, Ted Jacoby III welcomes Lloyd Metzger and TJ Jacoby of Valley Queen Cheese Company for a deep dive into the science, functionality and future of dairy proteins. The conversation starts at the molecular level - the difference between casein and whey - and builds...
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One Bull in a Barn Full of Bears
There’s milk everywhere: more milk in the U.S., Europe and New Zealand than a year ago, soft Class IV, and Class III futures that could slip into the $13s once you plug in today’s spot cheese and whey. With a long milk wave crashing over the dairy industry, will farmers start culling cows and...
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When Will Dairy Prices Turn Around: GLP-1 and Oversupply
Milk production is up 4.2% year over year, components are climbing and prices are falling. As holiday orders wrap up and we head into the long winter, The Milk Check team digs into whether dairy markets have already found a floor, or if there’s still another leg down to go. With milk products...
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Bears in Butter. Bulls in Protein.
Butter’s slipping, cheese feels heavy, but the protein complex is flexing hard. In this Milk Check market roundtable, Ted Jacoby III brings together Diego Carvallo, Jacob Menge, Joe Maixner and Josh White to unpack what’s driving the mixed messages in the markets. Listen to hear: Why butter could...
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Swimming in Butter: Global Insights from Cefetra Group
Does perfect weather mean bad news for dairy? In this episode of The Milk Check, Ted Jacoby III and the Jacoby team welcome guests from Cefetra Dairy, Henk-Jan Bouwman, Head of Account Management; Martijn Goedhart, Managing Director; and Veljko Perovic, Commodity Market Analyst and Derivatives...
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Shining Star or Shooting Star: WPC 80 and WPI
Butter is down. Powder is heavy. Cheese is struggling. But whey proteins? They’re the shining star. In this episode of The Milk Check, host Ted Jacoby III sits down with Josh White, Gus Jacoby, Diego Carvallo, and Jacob Menge to break down what’s really moving the dairy market this fall. We…
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The $1,000 Calf: Why Beef Matters on the Dairy Farm
Are you leaving calf money on the table? Not long ago, a Holstein bull calf might have earned you 50 bucks, if that. Today, thanks to high beef prices and better breeding tools, that same cow might deliver a $1,000 calf instead. Beef-on-dairy isn’t just a trend; it’s changing how progressive...
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From Summer Heat to School Coolers: The August Milk Shuffle
The school bells are ringing in some changes for milk. Are you ready? Tune in to The Milk Check as the Jacoby team churns through the latest supply and demand dynamics in the August milk market, including: Why the usual summer heat dip in milk production feels normal, despite 3.3% higher...
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The Ozempic and GLP-1 shockwave hitting U.S. dairy
GLP-1s like Ozempic and Wegovy are changing how Americans eat, and that has big implications for the dairy industry. In this episode of The Milk Check, host Ted Jacoby III welcomes Paul Ziemnisky, leader of nutrition and industry growth platforms at Dairy Management Inc., and Dr. Chris Cifelli,...
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Bienvenida, Ruth: fortaleciendo a Jacoby en Latinoamérica
En este episodio de The Milk Check, le damos la bienvenida a Ruth Aragon al equipo de Jacoby, quien se une a sus colegas de muchos años, Miguel y Yara. Es una reunión basada en décadas de experiencia, relaciones sólidas y un enfoque compartido: fortalecer la presencia de Jacoby en toda...
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ABOUT THIS SHOW
Experienced dairy traders discuss current market trends that affect payments to dairy farmers.
HOSTED BY
T.C. Jacoby & Co. - Dairy Traders
CATEGORIES
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Frequently Asked Questions
How many episodes does The Milk Check have?
The Milk Check currently has 28 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Milk Check about?
Experienced dairy traders discuss current market trends that affect payments to dairy farmers.
How often does The Milk Check release new episodes?
The Milk Check has 28 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Milk Check?
You can listen to The Milk Check on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Milk Check?
The Milk Check is created and hosted by T.C. Jacoby & Co. - Dairy Traders.
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