Today, the latest "Dairy Products" report was released by USDA: http://usda.mannlib.cornell.edu/usda/current/DairProd/DairProd-03-02-2010.pdf
This is a most interesting report covering January 2010 and comparative months. Total cheese is much lower than milk production in January on a percentage basis. What happened to the milk? NFDM production was down 17.3% compared with January 2009. And stocks were down held by processors were down 32.3%.
For the very first time, the report lists information about milk protein concentrates. We actually exported more MPCs in December 09 than were made in this country, according to USITC. Also, the USITC data suggests, the selling price for exports is not a money maker.