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StoneX analysts said US, European and Oceania dairy margins remain good after a mid-2024 price peak. They flagged weak Chinese consumer demand as a possible drag on 2025 dairy imports, and warned that growing supply could pressure prices.
Expected supply growth against softer Chinese import demand points to downward pressure on dairy prices, which lowers the value of dairy-linked feed ingredients over time. The effect is gradual rather than immediate.
dairyreporter.comTeodora LyubomirovaJan 16, 2025Not 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.
