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University of Minnesota economist Marin Bozic warned of a cheese oversupply over the next six months as a new Michigan plant ramps up to 800,000 pounds of cheddar daily. He said U.S. cheese capacity will rise 7% by next summer while domestic demand grows only 1-2% annually, and the government food box program may end under a Biden administration.
Rising cheese capacity against slow demand growth implies downward pressure on cheese and milk prices, which weakens dairy-linked feed demand.
capitalpress.comCAROL RYAN DUMASCapital Press2020年12月4日在过去 49 次看跌的宏观事件之后，牛奶(III类) 在 5 个交易日内中位数变动 -0.6%（33% 上涨；中间一半区间为 -8.5% 至 +0.6%），20 个交易日内为 -7.5%。
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。
The expected cheese oversupply from new plant capacity, with demand growth lagging and food box purchases possibly ending, weighs on sentiment and forward prices.
