
USDA raised its 2026 U.S. milk production forecast by 300 million pounds to 234.3 billion on higher output per cow, and kept its 2025 estimate at 231.4 billion. It cut 2026 butter and cheese price forecasts while raising nonfat dry milk and dry whey forecasts.
The Class III price for 2026 was lowered by 70 cents to $16.35/cwt.
A larger U.S. milk supply and lower Class III forecasts point to lower dairy prices, while higher protein price forecasts offer some support for whey and milk-protein inputs.
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.