E673 - Mind the Gap: CME Whey at 89.5¢ Isn’t Your Milk Price

S1E673 - E673 - Mind the Gap: CME Whey at 89.5¢ Isn’t Your Milk Price

Published: October 20, 2026

Duration: 26:05

CME dry whey hit 89.5 cents, but the USDA survey dictating your milk check is stuck at 71.98 cents. Stop budgeting phantom revenue.

That 17-cent illusion represents a $1.04 per hundredweight gap on your standardized Class III. The market supports stronger demand for low-protein whey, but not a universal shortage across everything with protein on the bag. The Bullvine Podcast breaks down why you cannot bank that CME cash yet and how high US prices are already destroying export tonnage in Southeast Asia.

What You'll Learn

• Why a CME spot close is a budget scenario, not a...