불러오는 중…
Ever.ag's Jenny Wackershouser says US domestic dairy demand has lagged growing processing capacity and a 200,000-plus cow herd increase. Exports must absorb extra production, but European cheese prices have fallen to about $1.50, so US exporters may need prices near $1.30 to compete.
Weak domestic demand and a global dairy glut mean milk prices are unlikely to rally in 2026, keeping pressure on dairy-linked feed demand.
brownfieldagnews.comLarry Lee2025. 12. 30.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.
Ever.ag's bearish 2026 outlook says domestic demand lags growing processing capacity and herd expansion, and that US cheese would need to fall toward $1.30 to compete in export markets, pointing to lower cheese and Class III values.
