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U.S. dairy exports are nearing record levels as Mexican demand for dairy products continues to exceed that country's production. November cold storage data showed butter stocks fell 20.2% from October to 213.5 million pounds, the largest two-month decline since 2021.
Total cheese inventory also fell for an eighth straight month.
Strong export pull and falling butter and cheese stocks tighten U.S. dairy supplies, supporting milk prices.
farmersadvance.comLee Mielke2025/01/01過去の強気な貿易イベント41件の後、牛乳(クラスIII) は5営業日で中央値 -0.1% 動き（49% が上昇。中央50%は -1.3% から +8.1%）、20営業日では +1.1% 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。
Cold storage data showing a 20.2% monthly drop in butter stocks and eight straight months of lower cheese inventories, plus near-record Mexican export demand, tightened the supply picture and supported Class III futures.
