
USDA finalized its Federal Order dairy pricing reform, which raises the make allowance and lowers federal order minimum prices, with a producer referendum planned for December or January. Implementation timing is still unclear, though changes could begin as early as March pricing.
US cheese output is also expected to rise by nearly 20 million pounds per day by mid-2025 as processing expansions come online.
Lower minimum class prices under the reform would reduce producer milk checks, and rising cheese output adds supply pressure on cheese and milk prices.
과거 하락 정책 이벤트 24건 이후, 우유 (Class III)은 5거래일 동안 중앙값 -0.1% 변동(상승 33%; 중간 50% 범위 -1.8%~+0.5%), 20거래일 동안 -4.6%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.