
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.
過去の強気なレポートイベント237件の後、牛乳(クラスIII) は5営業日で中央値 +0.0% 動き(51% が上昇。中央50%は -0.3% から +0.6%)、20営業日では +1.2% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。