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Ukraine's weighted average raw milk purchase price rose by UAH 1 to UAH 17/kg excluding VAT in early November, driven by demand from dairy processors. Cheese exports reached a record high since the full-scale invasion, while exports of other dairy products slightly declined in October.
Firmer raw milk prices and record cheese exports point to tight domestic dairy supply, with limited direct impact on feed grain or meal prices. The effect on feed markets is minor.
Not enough comparable past events yet for a historical read.
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.