
USDA announced the September Class III milk price at $23.34/cwt, up $2.68 from August and the highest since June 2022. Class IV also rose to $22.29, its highest since November 2022, while a dockworker strike at East and Gulf Coast ports was resolved with a contract extension to January 15, 2025.
Higher Class III and IV prices reflect tighter milk supply and support dairy margins, which can lift demand for dairy-feed inputs such as DDGS and soybean meal. Port disruptions raised export risk for dairy products, but the temporary resolution limits the near-term impact.
Após 237 eventos altista de relatório passados, Leite (Classe III) subiu em mediana +0,0% em 5 sessões (51% de alta; metade central de -0,3% a +0,6%), e +1,2% em 20.
Variações do benchmark de cada commodity desde o último fechamento antes do evento. As leituras históricas agregam eventos passados do mesmo tipo; descrevem o que aconteceu, não o que vai acontecer. Não é recomendação de investimento.