Milk can't sit. Bulk tanks last 24-48 hours. Then, the milk gets DUMPED.

During COVID, dairies were dumping milk (this is not an AI image!). That was a temporary issue -- negative demand shock when restaurants/schools closed.

This is a STRUCTURAL issue: Diesel north of $6.50, and haulers on 3–5% margins, means deliveries become uneconomic. Rates were locked in advance. Trucks stop running, and dairies are in crisis.

This flows into all sorts of products: milk/cheese/dairy, powdered milk and infant formula, processed foods -- all sit downstream from that truck.

We don't need a flashy trucker strike to have this issue...you only need drivers to say "not at these prices!"

https://www.dairyherd.com/news/oct-1-trucker-strike-what-happens-when-diesel-prices-force-milk-haulers-road