KDM reports milk production dropping through the heat, with cow numbers holding as farmers keep cows longer for higher Class III and IV prices. Bird flu is slowing herd recovery, with some farms taking longer than expected to return to full output.
Tighter milk supply from heat and avian flu supports dairy product prices heading into fall, raising the cost of dairy inputs for feed buyers.
Setelah 22 peristiwa penyakit bullish sebelumnya, Susu (Class III) bergerak median -0,0% selama 5 sesi (45% lebih tinggi; separuh tengah -0,9% sampai +0,5%), dan -2,8% 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.
Heat-driven production declines and bird flu slowing herd recovery tighten milk supply, supporting Class III futures.