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A June heatwave with triple-digit temperatures in California reduced dairy cow milk output, which can fall as much as 20% on the hottest days. Chicken producers marketed birds early and nut and citrus growers faced heat stress.
The state's drought has ended after heavy winter rains.
Heat-driven milk losses tighten dairy supply, and lighter broiler weights and crop stress add to feed and protein demand uncertainty.
在过去 32 次看涨的天气事件之后,牛奶(III类) 在 5 个交易日内中位数变动 +0.1%(50% 上涨;中间一半区间为 -0.7% 至 +3.4%),20 个交易日内为 +3.2%。
历史可比事件尚不足,暂无法给出历史解读。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。