# How the dollar's rise is changing the price relationship of dairy products

> In the last weeks of October, imported Mercosur skim and whole milk powder and mozzarella lost their cost advantage over Brazilian dairy products. The dollar strengthened sharply against the real after a period of political uncertainty, raising the landed cost of imports, while international milk powder prices also shifted.

- Date: 2026-11-13 · published 2026-11-13T21:09:49.100Z
- Category: macro · region Brazil · magnitude low
- Page: https://feedsoft.ai/events/98449-how-the-dollar-s-rise-is-changing-the-price-relationship-of-dairy-products
- Commodities: [Brazilian Real (BRL per USD)](https://feedsoft.ai/c/USDBRL.md), [Milk (Class III)](https://feedsoft.ai/c/MILK.md)

## Why it matters

Imports becoming more expensive than domestic dairy reduces import competition and can support Brazilian dairy prices and demand for domestic milk powders and cheese.

## Read by commodity

- MILK: bullish ▲
- USDBRL: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| USDBRL | 2019-06-17 | [FX Talking: The beginning of the end of the dollar’s rally \| reports \| ING THINK](https://feedsoft.ai/events/9810-fx-talking-the-beginning-of-the-end-of-the-dollar-s-rally-reports-ing-think.md) | -1.9% | -3.7% |
| USDBRL | 2022-05-26 | [Emerging-markets currencies stay strong despite dollar’s rise](https://feedsoft.ai/events/41608-emerging-markets-currencies-stay-strong-despite-dollar-s-rise.md) | -1.5% | +8.0% |
| USDBRL | 2022-09-12 | [Latam currencies rally as dollar weakens ahead of U.S. inflation data](https://feedsoft.ai/events/39788-latam-currencies-rally-as-dollar-weakens-ahead-of-u-s-inflation-data.md) | +2.6% | +1.2% |
| USDBRL | 2025-09-26 | [Dollar weakens against the real after US inflation data \| Brasil 247](https://feedsoft.ai/events/23088-dollar-weakens-against-the-real-after-us-inflation-data-brasil-247.md) | +0.4% | +0.7% |
| USDBRL | 2023-04-11 | [Latam FX at 5-year high as dollar dips ahead of U.S. inflation data \| Financial Post](https://feedsoft.ai/events/36626-latam-fx-at-5-year-high-as-dollar-dips-ahead-of-u-s-inflation-data-financial.md) | -2.7% | -1.8% |
| MILK | 2019-01-16 | [Dairy and the cost of production in tough times \| UMN Extension](https://feedsoft.ai/events/61113-dairy-and-the-cost-of-production-in-tough-times-umn-extension.md) | -0.5% | -0.3% |
| MILK | 2022-03-11 | [2022 economic state of the U.S. dairy industry - Progressive Dairy \| Ag Proud](https://feedsoft.ai/events/42283-2022-economic-state-of-the-u-s-dairy-industry-progressive-dairy-ag-proud.md) | -0.1% | +7.6% |
| MILK | 2021-11-19 | [US Dairy Prices Jump As Milk Production Growth Slows - EDairy News English](https://feedsoft.ai/events/44199-us-dairy-prices-jump-as-milk-production-growth-slows-edairy-news-english.md) | +0.6% | +3.1% |

## Sources

- milkpoint.com.br: https://www.milkpoint.com.br/noticias-e-mercado/panorama-mercado/alta-do-dolar-muda-relacao-de-precos-dos-lacteos-242906/

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