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Bloomberg reports US school districts are buying milk at volumes resembling pre-pandemic levels, leaving milk supplies tight. Midwest cheesemakers are reportedly switching to powdered milk because they cannot buy enough liquid milk, according to a USDA source.
Tight fluid milk supplies and shifts to powder support dairy product prices and could raise demand for dairy ingredients, a bullish signal for milk values.
在过去 41 次看涨的贸易事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.1%(49% 上涨;中间一半区间为 -1.3% 至 +8.1%),20 个交易日内为 +1.1%。
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。
Tight liquid milk supply from strong school demand and cheesemakers shifting to powder points to a supply-side tailwind for Class III prices.