
Class III milk and cheese prices have been moving sharply day to day. The February Class III price fell from above $21 per cwt earlier in January to around $19 that week, as spot cheese reached its lowest level since mid-December.
Trump's planned early-February tariff on Mexico is also weighing on sentiment because Mexico is a major cheese export market.
Expanding cheese output from new plants combined with the risk of Mexican retaliation points to softer dairy product prices, which lowers milk returns and feed demand for dairy operations.
Setelah 49 peristiwa perdagangan bearish sebelumnya, Susu (Class III) bergerak median -0,3% selama 5 sesi (39% lebih tinggi; separuh tengah -4,7% sampai +1,5%), dan -0,4% 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.