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The American Dairy Coalition's chief executive asked President Trump to act to reduce about 1.4 billion pounds of surplus US cheese in cold storage. Cheese exports to Mexico are reported down 10 percent and to China down 65 percent due to retaliatory tariffs.
The letter cites milk prices at record lows.
A government cheese purchase or drawdown would cut surplus stocks and could support cheese and milk prices. The tariff-driven export losses remain a bearish force on dairy demand unless trade issues are resolved.
在过去 93 次中性的政策事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.0%(48% 上涨;中间一半区间为 -0.6% 至 +0.6%),20 个交易日内为 +0.2%。
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。