
Strong US dairy exports in May and June, including record June exports and record May milk powder shipments, have drawn down nonfat dry milk stocks. Dry whey exports rose as China rebuilds its swine herd.
Economists do not expect cheese and milk prices to return to their summer highs.
Robust export demand supports dairy prices and whey and powder demand, but the expected plateau in prices limits upside for milk-based feed ingredients.
Tras 18 eventos neutral de comercio pasados, Leche (Clase III) se movió una mediana de -0,4 % en 5 sesiones (39% al alza; mitad central entre -2,9 % y +1,1 %), y -3,0 % 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.