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Heat waves, avian influenza and a heifer shortage reduced U.S. milk output, which was 18.8 billion pounds in June, down 1% year on year. Producers are keeping older, less productive cows to avoid high heifer costs, while product prices for whey, cheese and butter rose.
Lower milk output and weaker herd productivity support dairy prices and tighten supply for dairy-based feed ingredients.
thebullvine.com2024/07/27過去の強気な天候イベント32件の後、牛乳(クラスIII) は5営業日で中央値 +0.1% 動き（50% が上昇。中央50%は -0.7% から +3.4%）、20営業日では +3.2% 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。
Heat, bird flu and heifer shortage cut June milk output 1% y/y, a supply-side driver supporting rising cheese and whey prices.
Heat, avian flu and heifer shortages cut June US milk output 1% year on year, a supply tightness that supported cheese, whey and Class III prices.
