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Rabobank forecasts dairy prices to keep trending downward in Q1 2023 as Chinese import demand is absent amid expected domestic destocking. Renewed Chinese buying is expected from Q2 2023, and the January WASDE cut 2023 US dairy price projections across milk classes.
Weak Chinese import demand and lower USDA price projections reduce dairy prices and farm margins, which may limit US dairy expansion. A recovery in Chinese buying from Q2 would provide later support for global dairy markets.
foodagribusiness.worldRené Groeneveld2023. 2. 2.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.
Rabobank's call for weak Chinese import demand in Q1 and WASDE cuts to 2023 US dairy price forecasts weighed on demand expectations and sentiment, pressuring Class III futures.
