Cheese Exports Drive U.S. Dairy’s Global Trade Growth

Expanding cheese exports are strengthening U.S. milk demand and reinforcing global competitiveness.

cheese cold storage_Photo by Vasyl Diachuk via AdobeStock_302955024.jpg

Cheese factory production shelves are filled with aging cheese in storage.

NASHVILLE, Tenn. (RFD-TV) — U.S. cheese exports are projected to expand again in 2026, reinforcing cheese as the primary engine of American dairy trade growth and a key source of milk demand. USDA forecasts U.S. cheese exports rising about 3 percent from 2025, supported by expanding processing capacity, competitive pricing, and strong international demand.

Higher milk production and continued investment in cheese plants across major dairy states — including Wisconsin, Texas, Kansas, Minnesota, and Idaho — are underpinning export growth. USDA notes that U.S. cheese prices remain competitive with global suppliers, helping American exporters gain market share in Asia and the Western Hemisphere. Strong shipments to Japan, South Korea, and Australia boosted 2025 exports sharply, setting the stage for continued momentum into 2026.

Export conditions among competitors are less favorable. European Union cheese exports are expected to decline slightly as tightening milk supplies, strong domestic demand, and higher prices limit export availability. New Zealand cheese exports are forecast higher despite modestly lower milk production, supported by recent processing investments. Australia is also projected to increase cheese exports, reaching its highest level in more than a decade as production rebounds and Asian demand improves.

Overall, global cheese trade growth in 2026 is expected to be modest, with the United States accounting for a significant share of the expansion.

Farm-Level Takeaway: Expanding cheese exports are strengthening U.S. milk demand and reinforcing global competitiveness.
Tony St. James, RFD-TV Markets Specialist
Related Stories
Shaun Haney, host of RealAg Radio, provides the latest insight into the timing, expectations, and broader considerations of the potential aid package, despite increasing exports to China.
Record Australian exports and rising U.S. imports reflect continued tight domestic cattle supplies — a reminder that herd recovery remains key to balancing future beef prices.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Expect business-as-usual for most container exports.
Searches for “struggle meal” hit a record high in September, and #strugglemeals posts are climbing on Instagram and TikTok, reflecting a wave of budget-cooking content.
Considering raising your own replacements instead of buying bred heifers? Three key factors to consider before investing capital.
Reliable, clearly graded middle meats still anchor demand; programs that deliver consistent eating quality and simple, confidence-building menus capture more repeat visits—and more value—back through the beef chain.
Prepare for tighter cash flow, delayed capital buys, and policy-driven risk management this fall.
Plan for a cooler global trade market in 2026 with tighter margins on exports, potential rate shifts, and premiums for reliable deliveries into Asian and African growth markets.