Dairy Economics: European Milk Prices Soar by 15%

This surge significantly benefits dairy companies with robust operations in Europe, marking a stark contrast to other global markets facing different realities.

While Europe's dairy sector enjoys increased prices, China, for instance, saw a 12% decrease in farmgate milk prices over the same period. The report highlights the regional complexities influencing the global dairy industry, with local supply, demand, and government policies affecting prices differently worldwide.

The report also showcases Rabobank's Global Dairy Top 20 ranking, where Lactalis retains its top spot, followed by Nestlé and Dairy Farmers of America. The ranking underscores the dominance of large, diversified corporations in the agribusiness sector.

Looking forward, Rabobank predicts significant industry changes in 2026 due to an anticipated increase in mergers and acquisitions as companies strive to expand market share and adapt to shifting economic conditions, suggesting consolidation will continue to be a key theme.