Retail and export sales keep cheese supplies balanced
Cheese markets across the United States remain balanced as both retail and bulk demand continue to absorb available supplies. Production levels are steady, supported by consistent milk flow and reliable processing schedules. Although inventories are slightly lighter compared to earlier in the month, they remain within comfortable ranges. Export interest continues to hold firm, helping maintain stability as the year approaches its end.
In the Central region, cheese manufacturers report slightly reduced output as several plants extend downtime. Milk availability remains strong; however, Class I demand is pulling more milk away from cheese production. Mozzarella sales are particularly firm, while barrel cheese inventories continue to tighten. Despite slower spot activity in domestic channels, strong export demand remains a positive factor for overall market performance.
In the Western region, milk supplies continue to meet or slightly exceed processing needs, supporting steady to stronger production rates. Cheese makers are largely focused on fulfilling contract obligations, while retail and foodservice demand is reported as moderate. Exports are showing mixed performance but remain competitive due to favourable pricing. Spot loads are still generally available, with mild tightening in select varieties such as Cheddar.
Market participants expect steady conditions to persist into the final months of the year. With milk production and demand remaining aligned, cheese markets are projected to maintain this balanced pace through early winter.
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