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Analyst Dan Basse projects 2022 US all-milk prices above $20/cwt, the first such USDA-level projection since 2016. He cites a shrinking US dairy herd, down 81,000 cows since May, lower global milk output and rising dairy demand.
A contracting herd and rising global demand for butter and cheese support higher milk prices, which strengthens dairy producers' feed purchasing power.
在过去 20 次看涨的宏观事件之后,牛奶(III类) 在 5 个交易日内中位数变动 +0.1%(55% 上涨;中间一半区间为 -0.1% 至 +2.4%),20 个交易日内为 +2.4%。
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。