加载中…
An analysis argues the US dairy market is shifting from long protein and short butterfat to short protein and long butterfat, driven by strong protein demand and rising butterfat output. The author expects more price volatility as processors rebalance product flows and exports.
Structural protein tightness supports skim-solids and protein-based ingredient values, while butterfat surplus pressures fat prices. The shift raises volatility for buyers of dairy-derived feed.
dairyproducer.comTanya Eadie2026年4月9日在过去 15 次中性的宏观事件之后，牛奶(III类) 在 5 个交易日内中位数变动 -0.2%（27% 上涨；中间一半区间为 -2.1% 至 +0.1%），20 个交易日内为 -3.2%。
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。
