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Bloomberg reports US school districts are buying milk at volumes resembling pre-pandemic levels, leaving milk supplies tight. Midwest cheesemakers are reportedly switching to powdered milk because they cannot buy enough liquid milk, according to a USDA source.
Tight fluid milk supplies and shifts to powder support dairy product prices and could raise demand for dairy ingredients, a bullish signal for milk values.
bloomberg.comElizabeth Elkin24 ago 2021Tras 41 eventos alcista de comercio pasados, Leche (Clase III) se movió una mediana de -0,1 % en 5 sesiones (49% al alza; mitad central entre -1,3 % y +8,1 %), y +1,1 % 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.
Tight liquid milk supply from strong school demand and cheesemakers shifting to powder points to a supply-side tailwind for Class III prices.
