Memuat…
NMPF reported component-adjusted milk production rose 3.1% in May, with dairy exports up 14% on a milk solids basis. Heat stress cut milk collections about 11% in France and 8% in Germany, and drought is raising doubts about crop yields.
Drought and feed cost increases could tighten milk supply and lift dairy margins, while rising grain costs squeeze feed budgets. Heat-driven EU output losses may support global dairy prices.
nmpf.orgRachel Ravencraft4 Agu 2026Setelah 32 peristiwa cuaca bullish sebelumnya, Susu (Class III) bergerak median +0,1% selama 5 sesi (50% lebih tinggi; separuh tengah -0,7% sampai +3,4%), dan +3,2% selama 20 sesi.
Setelah 1.465 peristiwa cuaca bullish sebelumnya, Jagung bergerak median +0,2% selama 5 sesi (54% lebih tinggi; separuh tengah -1,4% sampai +1,9%), dan +0,9% selama 20 sesi.
Setelah 1.079 peristiwa cuaca bullish sebelumnya, Kedelai bergerak median +0,3% selama 5 sesi (54% lebih tinggi; separuh tengah -1,4% sampai +2,0%), dan +0,9% 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.
Published Aug 4, just before the move; European heat stress cut milk collections, drought raised crop-yield concerns and exports were up 14%, a supply and demand backdrop supportive of Class III prices.
Heat stress cutting European milk collections, strong exports, and drought-driven feed cost worries support higher milk prices via supply and demand.
Dated the same day as the move; it cites heat-stress cuts to European milk collections, strong export demand and drought-driven feed worries, all supportive of milk prices, though the news is not clearly new.
