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Marin Bozic of the University of Minnesota says US September milk production rose 2.4% year on year, while only 16% of milk was covered by Dairy Revenue Protection for January to March 2021, down from 31% in the third quarter. He argues that CFAP and food box programs supported 2020 dairy incomes but may not continue at the same scale in 2021.
He also flags possible dairy-specific disruptions from limited US cheese capacity.
Rising milk supply and less hedging, combined with possible withdrawal of government support, point to downside risk for milk prices and dairy demand in 2021.
hoards.comMarin Bozic2020. 11. 6.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.
