
Fonterra cut its 2016/17 season milk supply forecast to minus 7% after a very wet spring cut October collections in Waikato by 14%. The GDT auction index rose 11.4%, with whole milk powder up 19.8% as Chinese buyers competed for supply.
A sharp New Zealand supply shortfall in the world's largest tradable WMP supplier tightens global dairy supply and lifts prices, improving farmgate payout expectations.
在过去 32 次看涨的天气事件之后,牛奶(III类) 在 5 个交易日内中位数变动 +0.1%(50% 上涨;中间一半区间为 -0.7% 至 +3.4%),20 个交易日内为 +3.2%。
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。
Fonterra's supply forecast cut to -7% after wet weather cut Waikato October collections by 14%, combined with Chinese buying at GDT, tightened global supply and supported dairy prices.
A 14% drop in Waikato October collections and a lower Fonterra forecast, with Chinese buyers competing, tightened export supply and boosted global prices.