Ładowanie…
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 Schmahl3 kwi 2024Po 10 wcześniejszych Wydarzenia typu spadkowy: choroba Mleko (Class III) wzrósł medianowo o +0,1% w ciągu 5 sesji (60% wyżej; środkowa połowa od -0,5% do +0,7%), a o +2,2% w ciągu 20.
Ruchy benchmarku każdego towaru od ostatniego zamknięcia przed wydarzeniem. Odczyty historyczne łączą przeszłe wydarzenia tego samego rodzaju; opisują, co się stało, a nie co się stanie. Nie jest to porada inwestycyjna.
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.
