
USDA announced the September Class III milk price at $23.34/cwt, up $2.68 from August and the highest since June 2022. Class IV also rose to $22.29, its highest since November 2022, while a dockworker strike at East and Gulf Coast ports was resolved with a contract extension to January 15, 2025.
Higher Class III and IV prices reflect tighter milk supply and support dairy margins, which can lift demand for dairy-feed inputs such as DDGS and soybean meal. Port disruptions raised export risk for dairy products, but the temporary resolution limits the near-term impact.
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.