# Rabobank predicts challenging times in dairy - Dairy Industries International

> Rabobank's Dairy Quarterly reports that milk collections in the Big Seven exporting regions were nearly flat year-on-year in Q4 2018, with US growth at about 1%. Output is falling in the EU and Australia, where weather hit feed quality, while Brazil and New Zealand grew before stalling in February 2019. Rabobank expects a challenging production environment to continue through the first half of 2019.

- Date: 2019-04-02 · published 2019-04-02T12:00:00.000Z
- Category: report · region Global · magnitude medium
- Page: https://feedsoft.ai/events/8726-rabobank-predicts-challenging-times-in-dairy-dairy-industries-international
- Commodities: [Milk (Class III)](https://feedsoft.ai/c/MILK.md)

## Why it matters

Stalling milk output with weak global supply supports dairy prices and raises the cost of dairy-based feed ingredients for buyers. Tight milk supply tends to keep farmgate prices firm.

## Read by commodity

- MILK: bullish ▲

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| MILK | 2019-04-02 | 1 | +4.9% | 3.8 | Rabobank's outlook for constrained milk output in major exporting regions through H1 2019 is a bullish supply signal released on the move date. |

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| MILK | 2024-03-14 | [Rabobank predicts ‘better year’ for dairy farmers](https://feedsoft.ai/events/31201-rabobank-predicts-better-year-for-dairy-farmers.md) | -0.5% | -6.8% |
| MILK | 2023-05-25 | [EU27 cheese gains at expense of butter, says USDA FAS - Dairy Industries International](https://feedsoft.ai/events/35963-eu27-cheese-gains-at-expense-of-butter-says-usda-fas-dairy-industries.md) | -3.5% | -7.8% |
| MILK | 2018-06-18 | [Dairy prices rally in Q2 amid stable global markets, says Rabobank report](https://feedsoft.ai/events/64542-dairy-prices-rally-in-q2-amid-stable-global-markets-says-rabobank-report.md) | -0.8% | -7.2% |
| MILK | 2023-08-17 | [USDA Raises All-Milk Price for the First Time in Months - Dairy Herd](https://feedsoft.ai/events/34587-usda-raises-all-milk-price-for-the-first-time-in-months-dairy-herd.md) | -0.6% | +6.1% |
| MILK | 2019-02-11 | [Dairy industry on its way to rightsizing - Brownfield Ag News](https://feedsoft.ai/events/60754-dairy-industry-on-its-way-to-rightsizing-brownfield-ag-news.md) | -0.1% | +6.8% |

## Sources

- dairyindustries.com: https://www.dairyindustries.com/news/31856/rabobank-predicts-challenging-times-in-dairy/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.