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India’s winter milk surplus is expected to arrive up to 1.5 months later than usual in major producing regions. Reports attribute the delay to El Niño-related heat and irregular rainfall, which are constraining milk collections as festive demand remains strong and feed costs rise.
A delayed seasonal supply increase could tighten raw-milk availability and reduce the time processors have to build powder and butter stocks, supporting domestic dairy prices.
dairynews.todayEkaterina PetrovaNov 9, 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.
