The Commodity Kitchen with David Maloni & Jerry Dalton
Twice a month, David and Jerry serve up a fast, focused look at the world of commodities—covering everything from major food ingredients to energy and beyond. With over 50 years of combined experience advising some of the world’s largest commodity buyers, they bring unmatched insight and practical perspective to the table. Each episode delivers a market update, the key news and trends they’re watching, and occasional guest perspectives—all in under 15 minutes.
The Commodity Kitchen with David Maloni & Jerry Dalton
Meat and Dairy Thrillers
Welcome back! We open with a couple of Halloween scare stories before diving into markets: cheese is around recent highs (discussed near $1.80/lb) with a long-run support near $1.50/lb that hasn’t held below for long over the past 10–15 years; we’re not especially bullish on cheese here. Butter remains around the 1.60 level and relatively rangebound despite holiday demand.
On proteins, retail beef prices in September rose 14.7% YoY to a record high, likely starting to curb consumption, while pork (+1.6% YoY) and chicken (+1.5% YoY) present better value. We also flag a potential resumption of Mexican cattle imports (no date yet) that could help beef supplies in 2026. Give the full episode a listen for our take on price floors, value spreads across proteins, and what these developments could mean in the weeks ahead.
Connect with out hosts:
David Maloni’s LinkedIn: https://www.linkedin.com/in/davidmaloni/
Jerry Dalton's LinkedIn: https://www.linkedin.com/in/jerry-dalton-0324a821/
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https://datumfs.com/