
USDA's latest supply and demand report projects higher milk output in 2026 and 2027 from rising per-cow yields and larger cow inventories. It lowered its 2026 Class III and Class IV price forecasts, with the all-milk price at $20.70/cwt, and expects cheese and dry milk prices to fall in the second half of the year.
Expanding milk supply and weaker cheese and dry milk prices point to softer Class III and IV milk prices, which lowers dairy-based feed ingredient demand signals for buyers.
Tras 273 eventos bajista de informe pasados, Leche (Clase III) se movió una mediana de -0,2 % en 5 sesiones (39% al alza; mitad central entre -1,3 % y +0,4 %), y -1,4 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.