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KDM reports milk production dropping through the heat, with cow numbers holding as farmers keep cows longer for higher Class III and IV prices. Bird flu is slowing herd recovery, with some farms taking longer than expected to return to full output.
Tighter milk supply from heat and avian flu supports dairy product prices heading into fall, raising the cost of dairy inputs for feed buyers.
kdmtrading.comkdmadmin28 jul 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.
Heat-driven production declines and bird flu slowing herd recovery tighten milk supply, supporting Class III futures.
