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University of Minnesota economist Marin Bozic warned of a cheese oversupply over the next six months as a new Michigan plant ramps up to 800,000 pounds of cheddar daily. He said U.S. cheese capacity will rise 7% by next summer while domestic demand grows only 1-2% annually, and the government food box program may end under a Biden administration.
Rising cheese capacity against slow demand growth implies downward pressure on cheese and milk prices, which weakens dairy-linked feed demand.
capitalpress.comCAROL RYAN DUMASCapital Press2020/12/04過去の弱気なマクロイベント49件の後、牛乳(クラスIII) は5営業日で中央値 -0.6% 動き（33% が上昇。中央50%は -8.5% から +0.6%）、20営業日では -7.5% 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。
The expected cheese oversupply from new plant capacity, with demand growth lagging and food box purchases possibly ending, weighs on sentiment and forward prices.
