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University of Minnesota economist Marin Bozic warned of a cheese oversupply over the next six months as a new Michigan plant ramps up to 800,000 pounds of cheddar daily. He said U.S. cheese capacity will rise 7% by next summer while domestic demand grows only 1-2% annually, and the government food box program may end under a Biden administration.
Rising cheese capacity against slow demand growth implies downward pressure on cheese and milk prices, which weakens dairy-linked feed demand.
capitalpress.comCAROL RYAN DUMASCapital Press2020. 12. 4.과거 하락 거시 이벤트 49건 이후, 우유 (Class III)은 5거래일 동안 중앙값 -0.6% 변동(상승 33%; 중간 50% 범위 -8.5%~+0.6%), 20거래일 동안 -7.5%.
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.
The expected cheese oversupply from new plant capacity, with demand growth lagging and food box purchases possibly ending, weighs on sentiment and forward prices.
