Brazil's Milk Is Flowing Again and Spot Prices Are Falling

Brazil milk supply is recovering as the low production season ends, and softer spot milk negotiations are already pulling domestic prices lower. Juliana Torres, StoneX Brazil Market Intelligence Analyst, explains what the end of Brazil's low production season is doing to raw milk, cheese, and powder. Spot milk negotiations have softened as milk availability improves and processors buy less aggressively. In the milk powder market, elevated inventories and competitive imported product kept domestic buying subdued until currency movement made import parity less attractive. Powder benchmarks in the United States, the European Union, and Global Dairy Trade auctions have firmed while the fat complex stays under pressure. Discover Actionable Dairy Insights with StoneX Plus: https://shop.stonex.com/collections/all?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_juliana_torres&utm_content=share 00:00 - Brazil's Milk Season Turns 00:28 - Southern Milk Volumes Return 01:46 - The Point Shoppers Push Back 03:37 - Spot Milk Negotiations Cool 04:10 - Cheap Imports Are Not Cheap 06:08 - The Payment Cycle Turns Next Like and subscribe for more financial market insights. #Dairy #StoneX #JulianaTorres #Brazil