Cheese Stocks Steady While Butter And Pork Tighten

The USDA’s August Cold Storage report shows shifting stock levels across major dairy, meat, and poultry products.

cheese cold storage_Photo by Vasyl Diachuk via AdobeStock_302955024.jpg

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

WASHINGTON (RFD-TV) — The USDA’s August Cold Storage report shows shifting stock levels across major dairy, meat, and poultry products.

Butter & Cheese

Natural cheese supplies in refrigerated warehouses ended the month one percent lower than in July, but two percent higher than a year earlier.

Butter stocks continued to tighten, down eight percent month-over-month and six percent year-over-year, reflecting strong domestic demand.

Poultry

Frozen poultry supplies were mixed. Total stocks were slightly lower than both July and last August, with chicken inventories down two percent from July but still four percent above the previous year.

Turkey supplies increased by three percent from July but fell by eight percent from 2024 levels.

Beef & Pork

Red meat inventories were also reduced. Total freezer stocks declined by two percent from July and by seven percent from last year. Beef supplies edged one percent lower from the previous month but remained two percent above last year.

Frozen pork dropped three percent from July and 13 percent from 2024, with pork bellies sharply lower, down 25 percent from July.

Related Stories
Corn and beef exports showed strong momentum, cotton sales surged, and soybean sales held steady, though China remains absent from the U.S. market.
Disease risks remain a key factor to watch heading into fall.
American Farm Bureau Federation (AFBF) economist Danny Munch explains how the Emergency Livestock Relief Program application process differs from other USDA aid programs.
Sen. Roger Marshall, a founding member and chairman of the Make America Healthy Again caucus, joined us with his thoughts on the commission’s latest report and the key ag-related issues.
California rancher and former NCBA President Kevin Kester joined House Republicans on Tuesday to tout provisions in the Big, Beautiful Bill that support family ranches.

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:

Greater transparency into USDA-backed lending can help rural lenders and producers better assess credit availability and investment trends.
Mixed product pricing and rising milk supplies suggest margin management will remain critical as 2026 unfolds.
Corn and soybean exports continue to anchor weekly inspection totals, with China maintaining a visible role, while wheat and sorghum remain more dependent on regional and seasonal demand shifts.
Rail continues to carry a larger share of the grain load, increasing sensitivity to rail capacity, labor, and pricing conditions.
Meat stocks rose seasonally but remain below last year overall, while tighter butter inventories could support dairy prices, and belly stocks warrant close watch for pork markets.
Payment totals alone do not show financial stress — production costs and net losses complete the picture.
Agriculture Shows
Hosted by Scott “The Cow Guy” Shellady and RFD News Markets Specialist Tony St. James, Commodity Talk delivers expert insight into the day’s ag commodity markets just before the CME opens. Only on RFD-TV and Rural Radio SiriusXM Channel 147.
A look at the news, weather and commodities headlines that drove agriculture markets in the past week.
Everything profits from prairie. Soil, air, water — and all kinds of life! Learn how you can improve your land with prairie restoration, cover crops and prairie strips, while growing your bottom line.
Special 3-part series tells the story of the Claas family’s legacy, which changed agriculture forever.