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The USDA raised its 2026 US milk production forecast by 1.0 billion pounds to 236.4 billion, with higher cow numbers and milk per cow. It lowered cheddar, nonfat dry milk and whey price forecasts, while raising the butter forecast, and cut the 2026 Class III forecast to $16.60 per hundredweight.
Larger expected milk output and lower product price forecasts point to weaker dairy prices, which lowers the value of dairy-linked feed demand.
在过去 273 次看跌的报告事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.2%(39% 上涨;中间一半区间为 -1.3% 至 +0.4%),20 个交易日内为 -1.4%。
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。