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USDA February data showed butter up 9.1% and cheese up 3.9%, while NFDM neared $2/lb. Class IV jumped $2.65 to $18.94, DMC triggered payments at an $8.46 margin, and California cleared its last HPAI quarantines.
DFA also terminated 120 milk contracts in New York.
Strong powder and Class IV prices support milk values, while the HPAI clearance removes a disease-related supply risk. Regional oversupply and contract cuts signal uneven milk balances across US regions.
therio.aiTherio Dairy Newsdesk2026年4月3日在过去 237 次看涨的报告事件之后，牛奶(III类) 在 5 个交易日内中位数变动 +0.0%（51% 上涨；中间一半区间为 -0.3% 至 +0.6%），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。
