
eastAUSmilk chief executive Eric Danzi says supermarkets have kept an extra 12.5 cents per litre while dairy farmers face persistently high fuel and fertiliser costs. He argues the dairy code has not improved farmers' bargaining power and warns that squeezed profits could lead Queensland and New South Wales farmers to cut production or exit.
Lower dairy farm margins and possible production cuts in eastern Australia could reduce milk supply over time, a modest factor for dairy-derived feed ingredients and feed demand.
After 20 past bullish macro events, Milk (Class III) moved a median +0.1% over 5 sessions (55% higher; middle half -0.1% to +2.4%), and +2.4% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.