The dairy industry is keeping a close eye on trade policies. The U.S. exports a little more than 15 percent of dairy products, meaning access to global markets affects supply and prices.
‘Dairy has big stakes in export markets. We export about 16 or 17% of our production, so if we lose those or lose a portion of them, then that means products are backing up into the U.S., and unless we find new homes for those, either domestically or in other markets, then prices drop because we have too much supply. So, the stakes are very high for dairy, and of course, our three biggest markets are Mexico, Canada, and China,” said National Milk Producers Federation’s Chris Galen.
Canada and Mexico are top markets for U.S. dairy exports, with ongoing efforts to strengthen ties. Meanwhile, China remains the largest market.
As domestic production and blending slowed, export demand remained a clear bright spot.
January 11, 2026 12:00 PM
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The “Wild, Wild West” of Taxes
January 09, 2026 09:00 AM
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In a post to social media, Trump said Venezuela will buy American agriculture products and will use the money from oil sales to make it happen.
January 08, 2026 11:51 AM
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Rail strength is helping stabilize grain movement, but river and export slowdowns continue to limit overall logistics momentum.
January 08, 2026 06:00 AM
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China continues to buy U.S. soybeans toward its 12 MMT commitment, as analysts cite data gaps, delivery timing questions, and muted market reaction.
January 07, 2026 11:50 AM
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Trade uncertainty—especially regarding soybeans—continues to weigh on future outlooks, even as farm finances and land values remain resilient.
January 06, 2026 03:09 PM
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