--- title: Markets Fumble description: Markets struggle as dairy prices fluctuate, driven by cross-breeding and protein demand. Discover insights on dairy moves and innovative contracting in the latest Commodity Kitchen Podcast. image: https://media.licdn.com/dms/image/v2/D4E12AQH9qRp-eYu65Q/article-cover_image-shrink_600_2000/B4EZsOqOP6HcAU-/0/1765477508591?e=1767225600&v=beta&t=LdGfv958SulxCFn4DiBhCAr_y6_zW8PS8L1PReuJidw --- [Skip to content](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/markets-fumble#main-content) ![Datum Logo Stacked](https://datumfs.com/hs-fs/hubfs/Datum%20Logo%20Stacked.png?width=80&height=97&name=Datum%20Logo%20Stacked.png) - [David](https://datumfs.com/team) - [Commodity Sourcing & Risk Management](https://datumfs.com/commodity-research-and-forecasts) - [Resources](https://datumfs.com/en/maloni-intelligence-chart-of-the-week) Show submenu for Resources - [Blog](https://datumfs.com/en/maloni-intelligence-chart-of-the-week) - [Podcast](https://datumfs.com/commodity-kitchen-podcast) - [Collaboration](https://datumfs.com/datum-advisors-0) Open main navigation Close main navigation - [David](https://datumfs.com/team) - [Commodity Sourcing & Risk Management](https://datumfs.com/commodity-research-and-forecasts) - [Resources](https://datumfs.com/en/maloni-intelligence-chart-of-the-week) Show submenu for Resources - [Blog](https://datumfs.com/en/maloni-intelligence-chart-of-the-week) - [Podcast](https://datumfs.com/commodity-kitchen-podcast) - [Collaboration](https://datumfs.com/datum-advisors-0) - [Email us](mailto:david@datumfs.com) [Email us](mailto:david@datumfs.com) Dec 11, 2025 2:15:28 PM # Markets Fumble ![Picture of David Maloni](https://app.hubspot.com/settings/avatar/520f8829ce5a723a41ab6a8a3d9604b0) [David Maloni](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/author/david-maloni) Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://datumfs.com/en/maloni-intelligence-chart-of-the-week/markets-fumble) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://datumfs.com/en/maloni-intelligence-chart-of-the-week/markets-fumble) [Twitter icon](https://twitter.com/intent/tweet?url=https://datumfs.com/en/maloni-intelligence-chart-of-the-week/markets-fumble) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://datumfs.com/en/maloni-intelligence-chart-of-the-week/markets-fumble) [envelope icon](mailto:?body=https://datumfs.com/en/maloni-intelligence-chart-of-the-week/markets-fumble) As we noted in a prior issue, dairy farmers cross-breeding beef calves have unlocked better margins, helping fuel strong milk output. That extra milk has leaned hard on cheese and butter. And for those keeping score at home (and you know I’ve got you), CME butter spot prices are down a *whopping* 44—think Cam Skattebo dragging tacklers—since the July peak. But dairy hasn’t been completely immune to the protein boom of 2025. Dry whey has surged 53% since April, even with all that milk sloshing around the U.S. system. We break down these dairy moves, the Trump tariff reductions, and why chicken markets may be carving out a longer-term bottom in the latest [Commodity Kitchen Podcast](https://www.linkedin.com/company/commoditykitchenpodcast/) episode. Listen on your favorite platform or [click here.](https://podcasts.apple.com/us/podcast/markets-on-the-50-yard-line/id1717259699?i=1000740665304) With the kind of volatility we’ve seen this year in cheese, butter, chicken, and beef, innovative contracting strategies aren’t optional—they’re essential. [Datum FS](https://www.linkedin.com/company/datum-fs/) works inside your supply chain to deliver data-driven value for all parties. Learn more at the links above or connect with us on LinkedIn.![](https://media.licdn.com/dms/image/v2/D4E12AQH9qRp-eYu65Q/article-cover_image-shrink_600_2000/B4EZsOqOP6HcAU-/0/1765477508591?e=1767225600&v=beta&t=LdGfv958SulxCFn4DiBhCAr_y6_zW8PS8L1PReuJidw)   [commodity markets](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/commodity-markets), [supply chain](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/supply-chain), [foodcosts](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/foodcosts) ## Related posts [![](https://media.licdn.com/dms/image/v2/D4E12AQFNGVNd8TAhxw/article-cover_image-shrink_600_2000/B4EZmhPRkJHIAQ-/0/1759346760303?e=1762387200&v=beta&t=AWixOC37UG7nMdieUWo8SqcjcCNmCIIgUzEMNK26fKY)](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/dairys-curveball) [commodity markets](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/commodity-markets), [foodcosts](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/foodcosts) ## [Dairy's Curveball](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/dairys-curveball) ![Picture of David Maloni](https://app.hubspot.com/settings/avatar/520f8829ce5a723a41ab6a8a3d9604b0) [David Maloni](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/author/david-maloni) Oct 1, 2025 4:15:01 PM So what’s driving the dairy slump? Think long-ball power: domestic milk production has been as... [Read more](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/dairys-curveball) [![](https://media.licdn.com/dms/image/D4E12AQGPDIp7HA_Qfg/article-inline_image-shrink_1500_2232/0/1695676845486?e=1701302400&v=beta&t=2hzYXGbQ-AyKZAQd-Wt13lCCYiZ0QOKz8MJc-a1I0Ec)](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/dairy-market-concerns) [commodity markets](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/commodity-markets), [restaurants](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/restaurants), [supply chain](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/supply-chain), [foodcosts](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/foodcosts) ## [Dairy Market Concerns](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/dairy-market-concerns) ![Picture of David Maloni](https://app.hubspot.com/settings/avatar/520f8829ce5a723a41ab6a8a3d9604b0) [David Maloni](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/author/david-maloni) Sep 29, 2023 9:44:42 AM Although the CME cheese markets have weakened as of late, that has not been the case with butter.... [Read more](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/dairy-market-concerns) [![](https://media.licdn.com/dms/image/v2/D4E12AQFe92F70GSm3g/article-cover_image-shrink_720_1280/B4EZpa9onoIUAQ-/0/1762462698445?e=1764201600&v=beta&t=Sj4eUH45aOioVfMtG0fce5vs6hnJr_rZ0t1SL2IzI78)](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/the-dairy-blues) [commodity markets](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/commodity-markets), [foodcosts](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/tag/foodcosts) ## [The Dairy Blues](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/the-dairy-blues) ![Picture of David Maloni](https://app.hubspot.com/settings/avatar/520f8829ce5a723a41ab6a8a3d9604b0) [David Maloni](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/author/david-maloni) Nov 6, 2025 4:27:07 PM Dairy fans, brace yourselves.Cheese prices have slippedthis week, andCME spot butter? Let’s just... [Read more](https://datumfs.com/en/maloni-intelligence-chart-of-the-week/the-dairy-blues) [linkedin-in icon](https://www.linkedin.com/in/davidmaloni/) --- [![](https://datumfs.com/hs-fs/hubfs/Datum%20Logo%20Long.png?width=960&height=418&name=Datum%20Logo%20Long.png)](https://datumfs.com) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "David Maloni", "url" : "https://datumfs.com/en/maloni-intelligence-chart-of-the-week/author/david-maloni" }, "dateModified" : "2025-12-11T19:15:37.386Z", "datePublished" : "2025-12-11T19:15:28.000Z", "headline" : "Markets Fumble", "image" : [ "https://media.licdn.com/dms/image/v2/D4E12AQH9qRp-eYu65Q/article-cover_image-shrink_600_2000/B4EZsOqOP6HcAU-/0/1765477508591?e=1767225600&v=beta&t=LdGfv958SulxCFn4DiBhCAr_y6_zW8PS8L1PReuJidw" ], "mainEntityOfPage" : { "@id" : "https://datumfs.com/en/maloni-intelligence-chart-of-the-week/markets-fumble", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://datumfs.com/hubfs/Datum%20Logo%20Long.png" }, "name" : "Datum FS" } } ```