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US milk production in June rose year over year for the first time in seven months, driven by higher yields even as the herd remained smaller than a year earlier. Dairy commodity prices fell in recent weeks on concerns about demand later in the year.
EU milk collections reached their lowest level since December 2021.
A return to US milk output growth adds supply to a market that had been tight, weighing on dairy product and milk prices. Softer demand expectations reinforce the bearish price outlook.
czapp.comHighGround Dairy2022年8月2日在过去 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。
June milk production rose year over year for the first time in seven months and demand worries pushed dairy lower, a supply and sentiment driver.
Published Aug 2, it reports June US milk output rising year over year for the first time in seven months and demand fears pushing dairy lower, which are direct bearish supply and sentiment drivers for the move.
US June milk production rose year over year for the first time in seven months and demand fears pushed dairy commodities lower, adding supply and sentiment pressure.
Rising US June milk output and demand worries on Aug 2 weighed on dairy futures, a bearish supply/sentiment driver just ahead of the drop.
