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Dairy analyst Robin Schmahl said tariffs on Canada, Mexico and China, which together take about 40% of US dairy exports, add uncertainty to dairy pricing. Butterfat dropped more than a dollar per hundredweight in two days after the 25% Canadian tariff was announced in early February.
Tariff pauses for the northern and southern neighbors have not fully calmed markets.
Retaliation against US dairy exports to Canada, Mexico or China would cut demand for butterfat, cheese and dry powders. Uncertainty alone can produce sharp short-term price swings.
lancasterfarming.comRebecca Schweitzer-Benner, rschweitzer@lancasterfarming.com28 Feb 2025Setelah 18 peristiwa perdagangan netral sebelumnya, Susu (Class III) bergerak median -0,4% selama 5 sesi (39% lebih tinggi; separuh tengah -2,9% sampai +1,1%), dan -3,0% 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.
