Milk Market Update: How long can buyers wait? Market analysis from 21 March 2025
Cheese and feed: slightly rising prices, protein concentrates (casein) stable, spot milk, milk fat, and skimmed milk powder slightly down.
Market development: Review and outlook
After the rapid rise last week, this week has calmed down somewhat. Some buyers are saying we'll wait, we can always buy expensively. Currently, manufacturers are not under pressure, and it will be exciting to see who can wait longer.
Market situation in Switzerland
The situation in Switzerland remains stable and, provided the market participants act responsibly, it will stay that way.
The Euro has weakened again; confidence in German politics was not very high.
The uncertainties remain the bluetongue disease, the trade policies of the USA, and the financial situation of some Swiss players.
How long can buyers wait?
Many buyers were caught off guard by the rising prices, as they expected lower prices in the spring, as every year, and many only ordered the bare minimum in the hope that prices would drop after all. However, if milk production does not increase soon, today could be the lowest price.
We will see.
Outlook for Q2 and Q3 2025
Q2 2025: For cheese and milk fat, we expect stable to rising prices, depending on the bluetongue disease and the weather.
Q3 2025: For the 3rd quarter, we expect rising to sharply rising prices for cheese and milk fat.
Not to forget: The trade policies of the USA can lead to unexpected upheavals in the milk market at any time.
We will be present at the following trade fairs:
- Tutto Food, Milan, 5–8 May 2025, Hall 1 Stand U07
- PLMA, Amsterdam, 20 & 21 May 2025,
- International Cheese Awards 2025
- Summer Fancy Food, New York, 29 June – 1 July 2024, with our partner World's Best Cheese
- Le Mondial du Fromage et Produits Laitiers, Tours (France), 14–16 September 2025, We will have a stand.
- Anuga, Köln 4 – 8. October 2025, with our Partner Dicke Food
- World Cheese Award, 13 – 15. November 2025, Bern, we will have a stand
- Winter Fancy Food, San Diego, 11 – 13 January 2026 with our partner World's Best Cheese.
- Marca, Bologna, 14 – 15 January 2026, I will visit the show
- Salon du Fromage, Paris, 7th – 9th June 2026, with our Stand
Stay informed! Enjoy the exquisite Swiss flower meadow cheese made from raw milk – not only a delight but also healthy and soothing!
Kind regards, Affineur Walo
