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USDA's August WASDE left its 2026 milk production forecast at 236.6 billion pounds and lowered 2027 output to 238.0 billion. It raised the 2026 cheese and whey price forecasts, lowered butter and NDM, and set the Class III forecast at $16.25/cwt and Class IV at $18.15/cwt.
Mixed price revisions leave the milk outlook roughly balanced. Lower 2027 output is a mild supportive factor for milk, but the all-milk price forecast was cut by 15 cents.
cheesereporter.comCaroline Stahl2026年8月14日在过去 136 次中性的报告事件之后，牛奶(III类) 在 5 个交易日内中位数变动 -0.1%（43% 上涨；中间一半区间为 -0.7% 至 +0.5%），20 个交易日内为 -0.3%。
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。
