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Milk production grew 1.2% year over year in June, but cash prices for barrel cheese fell about 20 cents since early June and cash butter dropped 15 cents. Retaliatory tariffs from China and Mexico, effective early July, appear to be cutting exports; cheese exports fell about 15% in May, with exports to Mexico down about 35%.
Weaker export demand for U.S. dairy is pushing down domestic dairy prices despite slowing milk output, which weighs on the Class III milk price feed buyers track.
在过去 49 次看跌的贸易事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.3%(39% 上涨;中间一半区间为 -4.7% 至 +1.5%),20 个交易日内为 -0.4%。
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。