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Cheese production in the US fell 1.4% year on year in June 2024 to 1.16 billion pounds, with cheddar output down 9%. HighGround analysts expect cheese prices to range from $1.80 to $2.00 per pound through October, with blocks at $1.84.
Falling cheddar output tightens cheese supply and supports Class III milk prices, which benefits dairy farm margins.
在过去 237 次看涨的报告事件之后,牛奶(III类) 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -0.3% 至 +0.6%),20 个交易日内为 +1.2%。
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。