
USDA's September 12 WASDE raised its 2025 milk production forecast by 800 million pounds to 230 billion pounds, on larger cow numbers and higher output per cow. It cut the 2025 Class III price to $18.20 per cwt, Class IV to $18.15, and the all-milk price by 65 cents to $21.35.
Forecasts for 2026 prices were also reduced.
Higher supply combined with lower dairy product prices points to weaker milk values and tighter dairy producer margins. Lower milk prices reduce the cost of dairy by-products used in feed rations.
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.