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Highly pathogenic avian flu has been confirmed in dairy herds in Michigan, Texas, Kansas and Idaho, with presumptive positives in New Mexico. Affected herds have lost milk production, but no herds have been liquidated.
Milk futures and cash prices have not yet been affected, though cheese spot prices have declined and pushed nearby Class III contracts to new lows.
Lower cheese prices are weighing on Class III milk futures, and the outbreak could eventually reduce milk output. Spring flush and steady demand currently keep supply sufficient, so the effect on prices has so far been limited.
dairyherd.comRobin Schmahl2024. 4. 3.과거 하락 질병 이벤트 10건 이후, 우유 (Class III)은 5거래일 동안 중앙값 +0.1% 변동(상승 60%; 중간 50% 범위 -0.5%~+0.7%), 20거래일 동안 +2.2%.
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.
H5N1 confirmed in dairy herds across several states pressured spot cheese and pushed nearby Class III contracts to new lows, adding to demand and sentiment concerns.
Notes cheese spot prices declined and pushed nearby Class III contracts to new lows amid HPAI uncertainty, supporting a sentiment and cheese-driven selloff.
