Milk Monitor 3 July 2025: More confusion

Sweet whey quoted market = unchanged. Sweet whey actual market = unchanged (+€50)

Skim Milk quoted and actual market = Down €20 (- 0.8%)

Whey quoted unchanged for third successive week, skim has now shed €80 in a month. Supply difficulties remain in whey as previously moaned about, but coconut and refined palm oil have both come off their highs. Palm is probably a genuine fall, but coconut looks worryingly like a correction to the consistent disease-driven climb

The soya market is baffling, with soy oil prices hiking on US moisture level concerns and biofuel mandates and ignoring a monumental increase in Brazilian soya acreage for the 2026 harvest. 

Sterling continues to disappoint despite the base rate remaining unchanged, but the sluggish economy dominates, with eyes on unemployment rising as April’s employer taxes start to bite.

BDC agri is the UK broker for Lacto Production milk and whey powder products.

For further information and prices, contact Greg Dunn on 07801 308054 or greg@bdc-agri.com