Chart Chatter – EU Milk Flood & Cottage Cheese Craze | December 11, 2025

December 11, 2025

This week’s Chart Chatter from Ever.Ag’s Kathleen Wolfley and Vuko Karov is another fast-paced trek around the grounds of global dairy – in just 10 minutes! This week, the self-proclaimed data nerds dive into the European milk pool, with the continent swimming in fat and milk according to the latest milk output data, before looking at the Mexican Peso and discussing why its recent strength against the Greenback matters so much for dairy. Back in Australia dairy exports have been mixed and Australia has imported cheap US butter – a hot topic amongst locals – and finally the duo discuss the Tik-Tok fuelled resurgence in cottage cheese demand with more new investments in US production just announced. The DTS-Live Scenario of the Week asks the question: what happens if China’s lifts WMP imports in 2025?

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