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Europe's high stocks of skim milk powder are weighing on global milk protein prices. Rabobank says the EU stocks could be sold within six months at a potential 30% discount.
CME Class III contracts for February to July averaged about $14 per cwt., while August to December averaged $15.60.
A possible EU skim milk powder sell-off at a deep discount would pressure global dairy protein prices and cut the cost of dairy-based feed ingredients. Forward Class III pricing already reflects this expected rebound later in the year.
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。