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Dairy analysts note that cheese and butter prices are near historic lows while dry whey and nonfat dry milk remain strong. Input costs are rising, with feed hit by unfavorable summer weather and diesel and gasoline prices surging on geopolitical tensions.
Higher feed and energy costs squeeze dairy margins, which could affect producer demand for feed ingredients as the outlook for the rest of 2026 points to downside risks.
agproud.comJenn Coyne2026年9月28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%。
在过去 105 次看涨的宏观事件之后，ULSD / 柴油 在 5 个交易日内中位数变动 -0.4%（45% 上涨；中间一半区间为 -3.4% 至 +1.8%），20 个交易日内为 +1.2%。
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。
Cheese and butter near historic lows reinforce bearish Class III pressure, though strong whey and NDM partly offset it.
