U.S. dairy exports surged in June due primarily to global demand for cheese and butterfat. Milk solids equivalent volume rose 15% year-over-year. This boosted year-to-date exports 1.2%, while export value jumped 15% to $4.72 billion.

Monica Ganley of the U.S. Dairy Export Council credits the rise to strong milk production, subdued domestic demand and competitive pricing. This made U.S. products attractive internationally. Cheese led the way, setting records as global demand and favorable trade conditions fueled sales.

China trade revived sales of low-protein whey and lactose after earlier declines. Butterfat exports also soared 151% in the first half of 2025. Pricing advantages over European suppliers aided this.

Despite strong performance, challenges persist. Whey exports to Japan and Mexico fell earlier in the year. Trade policies plus economic uncertainty could disrupt momentum. However, analysts predict continued strength due to production gains and competitive pricing. This could position 2025 as a record-setting year for U.S. dairy exports despite the risks of shifting global demand and political volatility.

Read more about dairy exports here.