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Rabobank expects key dairy exporting regions to grow milk production 0.8% in 2025, a new record that surpasses the 2021 peak. Higher farmgate prices and lower feed costs are driving the growth, while trade uncertainty is a risk for US partners.
A global production record with rising supply tends to cap dairy prices and export values despite strong current milk prices.
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。