This week’s Global Dairy Trade auction finished 2.4% lower, with the biggest pressure coming from fats: AMF fell 5% and butter dropped 7.6%, both well below expectations. Whole milk powder and skim landed close to forecasts, while mozzarella slipped below $1.50 and cheddar continued its gradual decline.
Cody Koster and Jon Spainhour also highlight notable regional shifts, including stronger buying from the Middle East and Africa, softer demand from Southeast Asia, and China maintaining steady but seasonally slower activity. Jon closes by explaining why auctions are moving faster, with fewer rounds and shorter intervals than usual
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Contact Jon at jcs@Ever.Ag, Cody at cjk@ever.ag, or give us a call at (312) 492-4200.
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Disclaimer: TRADING FUTURES AND OPTIONS ON FUTURES INVOLVES SIGNIFICANT RISK OF LOSS AND MAY NOT BE SUITABLE FOR EVERYONE. THEREFORE, CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. PAST RESULTS ARE NOT INDICATIVE OF FUTURE RESULTS. THE INFORMATION AND COMMENTS CONTAINED HEREIN ARE PROVIDED BY EVER.AG AS GENERAL COMMENTARY OF MARKET CONDITIONS. THIS INFORMATION SHOULD NOT BE INTERPRETED AS TRADING ADVICE OR RECOMMENDATION WITHOUT FURTHER DISCUSSION WITH YOUR EVER.AG ADVISOR. THIS IS A MATTER OF SOLICITATION.
