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Whey protein concentrate is a powdered byproduct of cheese-making.
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The average U.S. supermarket has 38,708 products advertising their protein content, according to NielsenIQ.
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Wholesale prices for whey protein began rising in 2024.
Kathleen Wolfley, vice president of Ever.Ag Insights
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"Demand is very firm and seemingly outpacing supply for right now."
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Whey protein concentrate with 80% protein is trading on the dairy commodities market at more than $13 per pound in the U.S., according to Ever.Ag.
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The price of whey protein concentrate with 80% protein is up 250% from a year ago, according to Ever.Ag.
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Whey protein isolate, which contains at least 90% protein, is 150% more expensive than last year, according to Ever.Ag.
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U.S. prices for whey protein concentrate powder have increased by around 15% over the past year, according to Datasembly.
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In late May, 80% whey protein concentrate hit a record average of 26,450 euros ($30,518) per metric ton in Europe, according to DCA Market Intelligence.
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The record average price for 80% whey protein concentrate in Europe in late May was more than double the price from less than a year earlier, according to DCA Market Intelligence.
Relevance: supporting · Type: background
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Milk contains two proteins: casein and whey.
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During the cheese-making process, casein is separated from liquid whey, which is dried to form a powder.
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Every pound of cheese yields nine pounds of whey, according to the U.S. Department of Agriculture.
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U.S. exports of 80% whey protein concentrate and whey protein isolate to China fell 47% from January through April compared to the same four-month period a year ago, according to Vesper.
Jasper Endlich, dairy analyst at Vesper
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"There simply isn’t enough product for the U.S. customer, and exports have therefore been paused as much as possible."
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Use of GLP-1 weight-loss drugs is one of the factors driving demand for whey protein concentrate, according to Kathleen Wolfley.
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Around 6% of obese and diabetic patients in the U.S. were using GLP-1 drugs last year, according to an estimate by Morgan Stanley.
Relevance: supporting · Type: background
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Around 2% of obese and diabetic patients worldwide were using GLP-1 drugs last year, according to an estimate by Morgan Stanley.
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Some estimates put GLP-1 use as high as 12% of the U.S. adult population.
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Tubs of whey protein powder are the biggest seller in the sports nutrition category at Now Foods.
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Now Foods raised the price of its whey protein products earlier this year.
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Agropur intended to increase whey protein manufacturing at plants in Quebec, Nova Scotia, South Dakota and Wisconsin.
Kathleen Wolfley, vice president of Ever.Ag Insights
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"The supply-demand dynamics could start to improve, but I don’t know if that’s a tomorrow dynamic or within a year. Some of these things are going to take time."
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