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Rabobank's Dairy Quarterly reports that milk collections in the Big Seven exporting regions were nearly flat year-on-year in Q4 2018, with US growth at about 1%. Output is falling in the EU and Australia, where weather hit feed quality, while Brazil and New Zealand grew before stalling in February 2019.
Rabobank expects a challenging production environment to continue through the first half of 2019.
Stalling milk output with weak global supply supports dairy prices and raises the cost of dairy-based feed ingredients for buyers. Tight milk supply tends to keep farmgate prices firm.
dairyindustries.com2019. 4. 2.과거 상승 보고서 이벤트 237건 이후, 우유 (Class III)은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -0.3%~+0.6%), 20거래일 동안 +1.2%.
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.
Rabobank's outlook for constrained milk output in major exporting regions through H1 2019 is a bullish supply signal released on the move date.
