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Highly pathogenic avian flu has been confirmed in dairy herds in Michigan, Texas, Kansas and Idaho, with presumptive positives in New Mexico. Affected herds have lost milk production, but no herds have been liquidated.
Milk futures and cash prices have not yet been affected, though cheese spot prices have declined and pushed nearby Class III contracts to new lows.
Lower cheese prices are weighing on Class III milk futures, and the outbreak could eventually reduce milk output. Spring flush and steady demand currently keep supply sufficient, so the effect on prices has so far been limited.
dairyherd.comRobin Schmahl3 avr. 2024Après 10 événements maladie baissier passés, Lait (Classe III) a varié en médiane de +0,1 % sur 5 séances (60 % de hausses ; moitié centrale de -0,5 % à +0,7 %), et de +2,2 % sur 20.
Variations du benchmark de chaque matière depuis la dernière clôture avant l'événement. Les lectures historiques regroupent les événements passés de même nature ; elles décrivent ce qui s'est passé, pas ce qui arrivera. Ceci n'est pas un conseil en investissement.
H5N1 confirmed in dairy herds across several states pressured spot cheese and pushed nearby Class III contracts to new lows, adding to demand and sentiment concerns.
Notes cheese spot prices declined and pushed nearby Class III contracts to new lows amid HPAI uncertainty, supporting a sentiment and cheese-driven selloff.
