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USDA's March supply-demand report cut its 2025 US milk production forecast by 700 million pounds to 226.2 billion pounds on lower output per cow. It also lowered cheese, butter, nonfat dry milk and dry whey price forecasts, and reduced the Class III and all-milk price forecasts.
Lower USDA milk output and price forecasts signal tighter raw milk supply but weaker product values, which weighs on dairy-linked feed demand such as DDGS and reflects softer dairy income for feed buyers.
cheesereporter.com13 mar 2025Tras 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.
