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Dairy futures fell after new tariffs were announced, but the article notes that only about 6% of U.S. dairy exports to China and 10% to Canada are directly affected. Nonfat dry milk stocks are reported up 41 percent year over year.
Market reaction appears larger than the direct trade exposure, so prices may be driven more by sentiment than by lost export volume. Heavy inventories still cap the upside for milk prices.
thebullvine.comAndrew Hunt2025. 3. 6.과거 하락 무역 이벤트 49건 이후, 우유 (Class III)은 5거래일 동안 중앙값 -0.3% 변동(상승 39%; 중간 50% 범위 -4.7%~+1.5%), 20거래일 동안 -0.4%.
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.
Dairy futures fell on new tariff announcements, so trade-related sentiment contributed to the selloff even though the directly affected export share is small.
Dairy futures fell on the new tariff announcements, a sentiment-driven drop, though the direct export exposure is limited.
