
USDA's April WASDE raised its 2026 milk production forecast by 600 million pounds to 235.3 billion pounds on higher cow inventories. Cheese and nonfat dry milk price forecasts were raised, butter was lowered, and the Class III forecast rose to $16.90 per cwt.
A higher milk forecast is bearish for supply tightness but raised Class III and Class IV price expectations support dairy values. Feed buyers face a balanced-to-firm dairy outlook.
Setelah 237 peristiwa laporan bullish sebelumnya, Susu (Class III) bergerak median +0,0% selama 5 sesi (51% lebih tinggi; separuh tengah -0,3% sampai +0,6%), dan +1,2% 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.