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Class III milk and cheese prices have been moving sharply day to day. The February Class III price fell from above $21 per cwt earlier in January to around $19 that week, as spot cheese reached its lowest level since mid-December.
Trump's planned early-February tariff on Mexico is also weighing on sentiment because Mexico is a major cheese export market.
Expanding cheese output from new plants combined with the risk of Mexican retaliation points to softer dairy product prices, which lowers milk returns and feed demand for dairy operations.
midwestfarmreport.comPam Jahnke26 ene 2025Tras 49 eventos bajista de comercio pasados, Leche (Clase III) se movió una mediana de -0,3 % en 5 sesiones (39% al alza; mitad central entre -4,7 % y +1,5 %), y -0,4 % 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.
