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Rabobank reports milk production rising in nearly every major dairy exporting region except Australia, with low feed prices encouraging higher output. Dairy commodity prices have rallied this quarter, especially for Australian and New Zealand products.
Middle East tensions threaten trade in milk powders to a key buyer region.
Rising export-region milk output keeps global supply ample, which caps dairy price gains. Disruption to Middle East trade in milk powders is a downside risk to demand if tensions escalate.
dairystar.comDon Wick Columnist2026年3月28日在过去 273 次看跌的报告事件之后，牛奶(III类) 在 5 个交易日内中位数变动 -0.2%（39% 上涨；中间一半区间为 -1.3% 至 +0.4%），20 个交易日内为 -1.4%。
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。
