Colors reflect world market price movements in the week prior to publishing. Grey is 'no change' and in case of a white block, there is no information about price movements.
Hover over the colors or click the product names below to show a detailed report about the product and market.
Sellers become more receptive to longer term price negotiations
Negotiations between buyers and sellers currently gravitate towards how far out sellers are willing to offer prices and what levels would be appropriate. Looking back at prices a few months ago, current levels appear to be already quite favorable from a buyer point of view. For some products and in some regions, buyers are still willing to accept a premium, but in other product-market combinations sellers are already happy to offer at current levels for Q2 of 2026. It all revolves around the view with respect to the longevity of today’s supply strength. Farmers in most regions are still generating good cash but depending on the commodity or retail focus processors are already cutting milk prices by several cents every month. At this speed of milk price erosion large groups of farmers will see their positive cash flows get reduced to zero a few months into 2026. Until that time it will be difficult to negotiate higher prices across the board, although the whey market still remains remarkably firm.
Exchange rates used in this document: Aug EUR 1 = USD 1.161; Sep EUR 1 = USD 1.166; Oct EUR 1 = USD 1.163