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The article says El Niño-related heat and irregular rainfall are making fodder and water harder to secure for Indian dairy farms, reducing milk production. It reports that the flush season has been delayed by about one and a half months, shortening the surplus period and extending the lean period.
Lower yields and a longer lean season can tighten India’s milk availability, especially during concentrated festive demand, supporting milk prices and increasing pressure on dairy buyers to manage seasonal procurement.
thehindubusinessline.comRavin SalujaNov 8, 2026After 32 past bullish weather events, Milk (Class III) moved a median +0.1% over 5 sessions (50% higher; middle half -0.7% to +3.4%), and +3.2% 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.
