284 | Market Strategies Amidst Volatility: November Market Update from HighGround Dairy
In this episode of the Uplevel Dairy Podcast, Curtis Bosma from HighGround Dairy provides a comprehensive update on the current state of dairy and cattle markets. Following his participation in the CME and American Dairy Products Institute's seminar, Curtis discusses key market dynamics, including the Whey Boom, challenges in cheese and butter markets, and the impact of the September milk production report.
The episode also covers the ongoing volatility in cattle markets, recent trends in feed commodities like corn and soybeans, and strategic recommendations for dairy producers as they look ahead to 2026. Curtis emphasizes the importance of staying proactive in risk management to navigate market challenges and capitalize on emerging opportunities.
Catch your copy of the November Market Update here: https://marketing.highgrounddairy.com/november-2025-producer-market-update
00:00 Introduction and Market Overview
01:01 Insights from the Dairy Purchasing Seminar
02:23 CME Dairy Futures and Market Growth
04:06 Impact of Government Shutdown on Dairy Reports
07:19 Cattle Market Chaos and Political Risks
12:42 Dairy Market Headlines and Trends
13:21 Whey Protein Boom and Cheese Production
17:35 Class Four Dairy Market Struggles
24:00 Component Overproduction and Future Trends
27:42 Feed Market Updates and Strategic Insights
33:58 Conclusion and Final Thoughts
This episode is brought to you by:
HighGround Dairy provides global dairy market intelligence, insurance services, futures & options brokerage, and advisory programs to a diverse range of dairy market participants throughout the supply chain.
Information shared in this podcast is for educational purposes and is not a solicitation to buy or sell commodities. Opinions expressed are current opinions as of Nov 18, 2025 at 2:30 p.m. CST and only represent the views of the speaker and not those of HighGround Trading, unless otherwise expressly noted.
