Canadian farmers are paying for milk fat at a premium of 40-50%, leading them to feed cows palm oil to increase milk fat content. This has resulted in a raw milk shortage for butter production, causing a surge in butter thefts in Canadian cities, with one incident resulting in over 800 euros worth of butter stolen. The thefts have been advertised on social media, with speculation of involvement from restaurant and bakery owners. The situation has led to butter being referred to as 'yellow gold', with prices rising significantly between 2019 and 2024, and potential for further increases due to added security costs.