Skip to main content
Newsletter

Newsletter: Dairy Market: Have we seen the lowest prices? Market Analysis from 17 January 2025

Dairy Market Analysis from 17-1-25; Milchmarkt Marktanalyse vom 17-1-2524

Cheese prices are increasing, while protein concentrates (casein) and milk fat see slight gains. Skimmed milk powder remains stable, and the spot milk price is declining.

Dairy Market Analysis from 17-1-25; Milchmarkt Marktanalyse vom 17-1-25

Overview and Current Situation

The dairy market is currently exhibiting a seasonally calm environment. Nevertheless, prices are on a slight upward trend, a signal that should not mask the declining spot price for milk, which could indicate a negative market development.

Situation in Switzerland

In Switzerland, the market remains tense. The aggressive strategy of a large dairy trader, who is releasing substantial quantities of low-quality industrial cheese into circulation, is causing unrest. Meanwhile, significant tensions are arising within the Emmental cheese association. However, these developments could be viewed as advantageous for buyers, as they maintain price pressure.

Q1 – Have we seen the lowest prices?

Up until Tuesday, I would have answered this question with a clear "Yes." However, the outbreak of foot-and-mouth disease in Brandenburg has altered the situation, resulting in a de facto export ban on German dairy products to third countries. Is there now pressure on the EU markets? Will skimmed milk powder and butter be produced in large quantities, thereby exerting pressure on their prices? Or will policymakers be able to resolve the issue swiftly?

At present, the situation remains uncertain.

Outlook for Q1 and Q2 2025

Q1 2025:

Currently, the situation remains uncertain

Q2 2025:

Currently, the situation remains uncertain.

It is also important to note the announced trade policy of the USA, which could lead to market instability and sudden price fluctuations due to potential tariffs.

We recommend closely monitoring developments and preparing for volatile market conditions.

We will be present at the following trade fairs:

  • Marca, Bologna, 15–16 January 2025, I will visit the show
  • Winter Fancy Food, Las Vegas, 19–21 January 2025, with our partner World's Best Cheese. Fabiola von Mühlenen will be at the stand
  • Sirha, Lyon, 23–27 January 2025, We are not abel to attend, sorry.
  • Tutto Food, Milan, 5–8 May 2025, we will have a stand for Cheespro Walo
  • 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 septembre 2025, We will have a stand.
  • Anuga, Köln 4.10 – 8.10.2025, with our Partner Dicke Food

Stay informed and enjoy the exquisite Swiss flower meadow cheese with raw milk! Tastes good, is healthy and calming.

Best wishes, Affineur Walo

«Main characters»

Newsletter