Cold Storage data was released by USDA today: http://usda.mannlib.cornell.edu/usda/current/ColdStor/ColdStor-12-22-2009.pdf
American cheese storage was up 11% from November 2008.
If you go to: http://usda.mannlib.cornell.edu/usda/current/DairProd/DairProd-12-04-2009.pdf
The USDA "Dairy Products" report states only 1.2% more American cheese was made in October.
I really wish someone in a position of authority would think.