US tariffs are a subject of ongoing questions and speculation in the dairy industry. However, asking the right experts yields real answers.
That’s exactly what we did in our recent IFCN Monthly Milk Price Update webinar. We welcomed Shawna Morris, Executive Vice President for Trade Policy and Global Affairs at the U.S. Dairy Export Council and National Milk Producers Federation, to discuss U.S. tariffs and their impact on the global dairy sector.
Over the past months, our audience has raised tough questions-rightly so. What changes can we expect from the new U.S. administration? How should the industry prepare for potential disruptions? Shawna provided clear insights.
She highlighted policy shifts since February and emphasized that, despite uncertainties, the industry remains cautiously optimistic. Ongoing investments and long-term strategies are still in place.
Four Key Takeaways from Our Conversation with Shawna Morris
Markets in flux: China, the EU, and Canada remain focal points for renegotiation. Southeast Asia offers growth opportunities, while markets like Mexico are vital to preserve.
Price volatility: Milk prices and futures are responding to global uncertainty. For farmers and processors, the impact is real-but so is the potential upside.
Strategic outlook unchanged: Despite trade turbulence, long-term investment and optimism in U.S. dairy exports remain strong. The focus is on expanding global market access with high-value offerings.
Not a ‘new normal’-yet: While this is a rocky period, the sector views it as transitional, not permanent. The next few months of negotiations will be crucial.
In the same session, Andrea Lendewig and Milica Kocić shared the latest insights on dairy prices and market drivers, providing valuable analysis on current trends and the factors shaping the global dairy market. Their expertise, backed by IFCN’s comprehensive research, helps industry professionals understand price developments and make informed decisions in a volatile environment.
For ongoing updates, industry insights, and to connect with the global dairy research community, follow the IFCN Dairy Research Network on LinkedIn
