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USDA said the cattle illness first reported in Texas is highly pathogenic avian influenza, while noting the situation is rapidly evolving. Dairy futures, especially Class III and cheese, traded higher in response.
Spot cheese held near the December low of $1.39 and recovered slightly.
Avian influenza detected in dairy cattle raises uncertainty about herd health and milk output, which supports dairy prices. Lower herd numbers would tighten milk supply and reduce demand for dairy-related feed.
stonex.comDairy Team26 mar 2024Tras 22 eventos alcista de enfermedad pasados, Leche (Clase III) se movió una mediana de -0,0 % en 5 sesiones (45% al alza; mitad central entre -0,9 % y +0,5 %), y -2,8 % 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.
