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India is facing a shortage of milk fat as demand for genuine ghee, khoya, paneer and other high-fat dairy products rises faster than supply. The article attributes stronger demand to enforcement against adulteration, lower GST rates on dairy products and rising consumer incomes, while noting that milk output has grown but an increasing share comes from cows rather than buffaloes.
Stronger demand for dairy fat against limited supply can support milk and dairy-product prices, with potential implications for feed demand if producers respond by expanding output.
indianexpress.comEditorialNov 11, 2026After 17 past bullish policy events, Milk (Class III) moved a median -0.6% over 5 sessions (29% higher; middle half -1.6% to +0.2%), and -3.0% 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.
