Positive Outlook for Dairy Production in the Region
The global dairy sector is navigating waters of growth, albeit in a heterogeneous and moderate manner. According to a CLAL.it report on the first half of 2025, worldwide milk production showed a positive trend overall, with an increase in collected volume in most major dairy regions. This growth, although not explosive, provides stability and optimism to the industry in the context of challenging markets.
In the northern hemisphere, data reveals a situation of slow but steady growth. The European Union recorded a slight improvement in raw milk collection, driven by good performance in countries like Poland and Ireland, although there was a decline in German production. Meanwhile, the United States maintained its production volume thanks to higher milk productivity per animal, compensating for a decrease in the total number of cows.
The recovery in Oceania is another crucial factor in the global equation. After difficult periods, New Zealand and Australia have shown signs of resurgence in their milk production. This rebound is essential as both countries are key players in the international dairy market, and their ability to increase supply directly affects prices and product availability in the export market.
In South America, the outlook is particularly encouraging. Argentina stands out with a solid and significant growth in milk production, consolidating its position as a key supplier. Brazil also shows a positive trend in its dairy sector, significantly contributing to the region's total volume. These results demonstrate the vitality of the industry in the Southern Cone and its growing global relevance.
In summary, the global dairy market is at a point of equilibrium. The moderate yet widespread growth in supply prevents an excess of products that would pressure prices downward, while recovery in key areas and strong performance elsewhere sustain global volume. For industry analysts, this stable outlook offers a respite and suggests that, despite challenges, the future of the industry is promising.
