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Combined milk output from the largest dairy exporters (New Zealand, EU, US, Argentina, Australia) fell below prior-year levels from September 2021 and had not recovered by mid-2022, with first-half output about 1.1% lower. Environmental rules in Europe and New Zealand are capping herds, Australian drought has shrunk the herd, and South American inflation and currency volatility are curbing investment.
US producers face high feed and hay costs, with Central Valley hay near $450 per ton.
A prolonged global milk shortfall with slow supply response keeps dairy supplies tight and supports milk prices. Higher feed and hay costs also squeeze producer margins, which can further limit output.
hoards.comSarina Sharp2022/09/25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。
