
USDA's July supply-demand estimates raised its 2026 milk production forecast by 200 million pounds to 236.6 billion and its 2027 forecast by 1.1 billion pounds to 238.1 billion. The agency lowered most dairy product and milk price forecasts, with Class III cut to $16.15 and Class IV to $18.40 per hundredweight for 2026.
Heavier milk supply pressures cheese, butter and powder prices, lowering the farm milk price outlook for dairy-based feed demand and dairy-linked feed ingredients.
Setelah 273 peristiwa laporan bearish sebelumnya, Susu (Class III) bergerak median -0,2% selama 5 sesi (39% lebih tinggi; separuh tengah -1,3% sampai +0,4%), dan -1,4% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.