Blimling and Associates Blog

A School Fight Over Chocolate Milk

Statement from CA Milk Advisory Board Regarding Assembly Bill 1778

Glanbia Upbeat Despite Weaker Dairy Price Outlook

Unemployed Body Builders Boost Glanbia Earnings

Tas Govt to Meet National Foods on Jobs

Dairy Industry Cheesed Off by Drop in Demand

WEATHER:

Kaukauna, WI:  Highs in the 80's, Lows in the 60's

Lancaster, PA: Highs in the 80's, Lows in the 60's 

Roswell, NM: Highs in the 80's, Lows in the mid 60's

Tulare, CA: Highs in the 100's; Lows in the 50's 

Twin Falls, ID: Higs in the 90's, Lows in the 40's

Block cheddar cheese closed at $1.6525/lb, up $0.0050/lb with no trades.

Barrel cheese closed at $1.6225/lb, up $0.0075/lb with no trades.

Butter closed at $2.1500/lb, up $0.0400/lb with 2 trades.

Grade A NDM closed at $1.2000/lb, unchanged with no trades.

Extra Grade NDM closed at $1.2250/lb, unchanged with no trades.

Umpqua Dairy Recalls Milk

Dean Foods Promotes Operating Chief to President

EU Clears Lactalis to Buy Ebro Foods' Milk Unit

Got Camel Milk? UAE Product Might be Headed to US

Coopersville to Upgrade Sewer Plant for Milk Plant

Grassland to Add Permeate Facility

Fonterra Wants Supply Rethink Now

Pakistan Shortage Leads to Black Market Dairy Products

Australia: Redundancies Possible at Cheese Plants

CWT Accepts Six More Cheese, Butter Bids

Guernsey Stocks of Unsalted Butter Run Out

NZ: Foreign Interest Debate Heats Up

Olam Lifts NZ Farming Systems Counter-Offer

Assured Continental Dairy will be in Coopersville Long-term, Officials Approve Bonds for Sewer Project   

WEATHER:

Kaukauna, WI:  Highs in the 80's, Lows in the 60's

Lancaster, PA: Highs in the 90's, Lows in the upper 60's 

Roswell, NM: Highs in the 90's, Lows in the mid 60's

Tulare, CA: Highs in the 100's; Lows in the 50's 

Twin Falls, ID: Higs in the 90's, Lows in the 50's

Block cheddar cheese closed at $1.6475/lb, unchanged with no trades.

Barrel cheese closed at $1.6150/lb, unchanged with no trades.

Butter closed at $2.1100/lb, up $0.0700/lb with 2 trades.

Grade A NDM closed at $1.2000/lb, unchanged with no trades.

Extra Grade NDM closed at $1.2250/lb, unchanged with no trades.

Oregon Dairy Says Milk, Juice Products Safe

India: Health Authorities Find Detergent in Milk

Yes to Raw Milk

Dairy Farmer's Witness Concedes Problems While Defending Farm

UP Seizes Deadly Cocktail Peddled in Delhi as Milk

NZ Farming Systems Hints at Third Bid

Six Arrested in Melamine-Tainted Milk Scandal

New Export Record Set by Fonterra

Farmers Divided on Milk Price Reform Plan   

WEATHER:

Kaukauna, WI:  Highs in the 80's, Lows in the 60's

Lancaster, PA: Highs in the 90's, Lows in the upper 60's 

Roswell, NM: Highs in the 90's, Lows in the mid 60's

Tulare, CA: Highs in the 100's; Lows in the 50's 

Twin Falls, ID: Higs in the 90's, Lows in the 50's

According to the USDA/NASS Cold Storage Report, published at 2:00pm CT today:

July 31 AMERICAN-TYPE CHEESE stocks @ 638.6 million pounds, up 5.5% year-over-year and up 1.8% versus June 2010 (that compares to an average June-to-July increase of 0.3% over the previous five years).

July 31  TOTAL CHEESE stocks @ 1,048.8 million pounds, up 4.9% year-over-year and up 2.3% versus June 2010 (that compares to an average June-to-July increase of 1.0% over the previous five years).

July 31  BUTTER stocks @ 199.6 million pounds, down 24.0% year-over-year and up 1.0% versus June 2010 (that compares to an average June-to-July decrease of 1.6% over the previous five years).

For more information about what this might mean to the market, request a free trial subscription.

Block cheddar cheese closed at $1.6475/lb, up $0.0100/lb with no trades.

Barrel cheese closed at $1.6150/lb, up $0.0200/lb with no trades.

Butter closed at $2.0400/lb, up $0.0100/lb with 1 trade.

Grade A NDM closed at $1.2000/lb, unchanged with no trades.

Extra Grade NDM closed at $1.2250/lb, unchanged with no trades.

Fonterra Holds Milk Payout on Signs Global Prices May Strengthen

Doyle Announces $57,000 Tax Credit for Lactalis American Group

Emmi Acquires US Cheese Specialist Cypress Grove Chevre

Lack of US Action Results in Retaliatory Tariffs on US Cheese Exports

Smucker's Earnings Rise 5%

Dairy Proposals Would Reduce Volatility 

WEATHER:

Kaukauna, WI:  Highs in the 80's, Lows in the 60's

Lancaster, PA: Highs in the 90's, Lows in the upper 60's 

Roswell, NM: Highs in the 90's, Lows in the mid 60's

Tulare, CA: Highs in the 90's; Lows in the low 60's 

Twin Falls, ID: Higs in the 90's, Lows in the 50's

On Tuesday, the US Dairy Export Council issued an alert that Mexico had announced it would impose tariffs on US cheese in retaliation for US non-compliance on certain NAFTA obligations - specifically Mexico's cross-border trucking access.  Retaliatory tariffs from 20-25% could begin being imposed as early as today.  According to USDEC, it appears that most cheese exports to Mexico would be impacted, a significant point of concern given Mexico's position as the primary destination of US cheese exports, having claimed about 30% of US export volume YTD through June (53 million pounds), according to USITC.

Cheese was not alone on the retaliation list.  Pork, apples and California oranges were also on the list, leading some to believe that Mexico is hoping the lobbying bodies - and lawmakers from key states - will get involved and put pressure on the Obama administration to resolve the long-standing trucking issues.

Dairy cow slaughter for the week ending August 7 was 56,609 head, up 14.6% from the same week last year.

This puts slaughter down 3.8% YTD through week 32.