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Heat waves, avian influenza and a heifer shortage reduced U.S. milk output, which was 18.8 billion pounds in June, down 1% year on year. Producers are keeping older, less productive cows to avoid high heifer costs, while product prices for whey, cheese and butter rose.
Lower milk output and weaker herd productivity support dairy prices and tighten supply for dairy-based feed ingredients.
thebullvine.com2024. 7. 27.과거 상승 날씨 이벤트 32건 이후, 우유 (Class III)은 5거래일 동안 중앙값 +0.1% 변동(상승 50%; 중간 50% 범위 -0.7%~+3.4%), 20거래일 동안 +3.2%.
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.
Heat, bird flu and heifer shortage cut June milk output 1% y/y, a supply-side driver supporting rising cheese and whey prices.
Heat, avian flu and heifer shortages cut June US milk output 1% year on year, a supply tightness that supported cheese, whey and Class III prices.
