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Highly pathogenic avian flu has been confirmed in dairy herds in Michigan, Texas, Kansas and Idaho, with presumptive positives in New Mexico. Affected herds have lost milk production, but no herds have been liquidated.
Milk futures and cash prices have not yet been affected, though cheese spot prices have declined and pushed nearby Class III contracts to new lows.
Lower cheese prices are weighing on Class III milk futures, and the outbreak could eventually reduce milk output. Spring flush and steady demand currently keep supply sufficient, so the effect on prices has so far been limited.
dairyherd.comRobin Schmahl2024/04/03過去の弱気な疾病イベント10件の後、牛乳(クラスIII) は5営業日で中央値 +0.1% 動き（60% が上昇。中央50%は -0.5% から +0.7%）、20営業日では +2.2% 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。
H5N1 confirmed in dairy herds across several states pressured spot cheese and pushed nearby Class III contracts to new lows, adding to demand and sentiment concerns.
Notes cheese spot prices declined and pushed nearby Class III contracts to new lows amid HPAI uncertainty, supporting a sentiment and cheese-driven selloff.
