The dairy industry can't produce enough whey protein. Americans want more protein than cows can provide. This is what happens when your entire business model depends on being the middleman between mammals and powder.
GLP-1 drugs make people eat less food but somehow demand for protein powder goes up. Makes perfect sense. Nothing says "I'm on appetite suppressants" like chugging chalky milk byproduct twice a day. The logic checks out if you don't think about it.
Whey protein is what's left over after you make cheese. It used to be waste. Then some genius figured out bodybuilders would pay $40 per tub for dried cow runoff. Now there's not enough garbage to go around. Beautiful.
The dairy lobby spent decades convincing America that milk builds strong bones. Turns out they should have led with "our industrial waste will help you lose weight while taking diabetes drugs." Would have saved everyone time.
Retail traders are absolutely buying dairy futures right now. They read "can't keep up with demand" and immediately think they've discovered the next GameStop. They haven't considered that increased demand for whey means increased cheese production which means more milk which means lower milk prices. But why would they. Thinking is for people who keep their money.
The funniest part is that whey protein has maybe 20 grams of protein per scoop. You could eat three eggs and get the same result for thirty cents. But eggs don't come in a tub with a muscular man on the label promising you'll look like him if you drink enough filtered lactose.
American diet trends change faster than Americans can waddle to the supplement store, and now we've got a nationwide shortage of cheese water because everyone decided protein is the answer to problems created by eating too much protein in the first place.
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