So the feed markets have generally fallen rather sharply as well during the last several months...
Commodity prices have been relatively low as of late. What hasn’t fallen? Protein consumption.
Despite relatively elevated pork and chicken prices—and outright record beef prices—Americans kept eating. Retail beef prices were up 16% (think Alberto Mendoza IU) December versus 2024, yet per-capita consumption of the major proteins still increased last year. And according to USDA data released earlier this week, protein consumption is expected to push even higher in 2026. Cue thoughts of my 21-year old eating steak for a second dinner.
Low prices on one side. Strong demand on the other. Let the games begin.
We dig deeper into what this means for dairy, proteins, and contracting strategy in the latest Commodity Kitchen Podcast. Listen on your favorite player or click here 🎧.
And a quick reminder: opportunities like these don’t last forever. We help suppliers and buyers structure contracts that cap upside price risk while preserving downside participation. Visit the links above or email us to learn more.
