
USDA's August WASDE raised 2025 and 2026 US milk production forecasts by 900 million and 1.3 billion pounds, respectively, based on the latest milk production data. Output per cow was also raised for both years, and the butter price forecast was cut.
Higher projected milk output and lower butter prices signal ample dairy supply, which is bearish for milk prices and suggests stable-to-larger dairy herd feed demand.
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.