供應(yīng)緊張，黃油價(jià)格飆升至歷史新高
MICHAEL HIRTZER,，彭博社
2024-07-03
在今年6月18日的全球乳制品貿(mào)易拍賣(mài)會(huì)上，黃油的均價(jià)達(dá)到每公噸7350美元,，超過(guò)了2022年7086美元的峰值,。圖片來(lái)源：GETTY IMAGES
買(mǎi)家在今年晚些時(shí)候的假日烘焙季到來(lái)之前爭(zhēng)相搶購(gòu)黃油。由于全球供應(yīng)有限,，黃油價(jià)格從未如此昂貴,。
在6月18日的全球乳制品貿(mào)易拍賣(mài)會(huì)上，黃油均價(jià)達(dá)到每公噸7350美元,，超過(guò)了2022年7086美元的峰值,。該拍賣(mài)會(huì)在本周二舉行了新一場(chǎng)拍賣(mài)會(huì)，有助于為包括芝加哥期貨市場(chǎng)在內(nèi)的乳制品確定價(jià)格走向,。
在黃油價(jià)格創(chuàng)歷史新高之際,，全球乳制品加工商正將更多的牛奶用于制作奶酪，原因是披薩等食品對(duì)奶酪的需求一直在飆升,。與此同時(shí),，自疫情爆發(fā)后，消費(fèi)者開(kāi)始在家中囤積更多黃油,，黃油的需求也隨之上升,。黃油買(mǎi)家現(xiàn)在正確保他們有足夠的黃油來(lái)滿(mǎn)足年末假日餐食和甜點(diǎn)的烘焙需求。
芝加哥Burt Lewis International的實(shí)物供應(yīng)交易員邁克·林奇（Mike Lynch）表示：“美國(guó)制造商多年來(lái)一直沒(méi)有投資黃油產(chǎn)能,。所有的資金都流向了奶酪,，而黃油近年來(lái)一直是乳制品領(lǐng)域的明星,。”
在美國(guó),，牛奶供應(yīng)相對(duì)緊張,，原因是高致病性禽流感病毒最近已蔓延到奶牛身上，對(duì)牛奶產(chǎn)量造成了壓力,。
在今年早些時(shí)候可可豆價(jià)格創(chuàng)下新高后,，食品和糖果制造商已經(jīng)面臨著可可成本高企的問(wèn)題，而黃油價(jià)格上漲又對(duì)他們?cè)斐蓻_擊,。即使食品的總體通脹率有所緩和,，但橙汁和羅布斯塔咖啡等商品的價(jià)格今年卻一路飆升。
經(jīng)紀(jì)公司Highground Dairy全球運(yùn)營(yíng)和洞察力副總裁阿麗莎·巴杰（Alyssa Badger）表示,，創(chuàng)紀(jì)錄的黃油價(jià)格“凸顯了全球買(mǎi)家的絕望情緒,，他們?cè)谡麄€(gè)北半球夏季都面臨著黃油供應(yīng)緊張的局面，并愿意為就近送貨支付溢價(jià),?！?/p>
緩解可能很快就會(huì)到來(lái)，至少是暫時(shí)的,。在過(guò)去的兩年里,，在7月初的全球乳制品貿(mào)易拍賣(mài)會(huì)上，黃油價(jià)格大幅下跌,。（財(cái)富中文網(wǎng)）
譯者：中慧言-王芳
買(mǎi)家在今年晚些時(shí)候的假日烘焙季到來(lái)之前爭(zhēng)相搶購(gòu)黃油,。由于全球供應(yīng)有限,，黃油價(jià)格從未如此昂貴,。
在6月18日的全球乳制品貿(mào)易拍賣(mài)會(huì)上，黃油均價(jià)達(dá)到每公噸7350美元,，超過(guò)了2022年7086美元的峰值,。該拍賣(mài)會(huì)在本周二舉行了新一場(chǎng)拍賣(mài)會(huì)，有助于為包括芝加哥期貨市場(chǎng)在內(nèi)的乳制品確定價(jià)格走向,。
在黃油價(jià)格創(chuàng)歷史新高之際,，全球乳制品加工商正將更多的牛奶用于制作奶酪，原因是披薩等食品對(duì)奶酪的需求一直在飆升,。與此同時(shí),，自疫情爆發(fā)后，消費(fèi)者開(kāi)始在家中囤積更多黃油,，黃油的需求也隨之上升,。黃油買(mǎi)家現(xiàn)在正確保他們有足夠的黃油來(lái)滿(mǎn)足年末假日餐食和甜點(diǎn)的烘焙需求。
芝加哥Burt Lewis International的實(shí)物供應(yīng)交易員邁克·林奇（Mike Lynch）表示：“美國(guó)制造商多年來(lái)一直沒(méi)有投資黃油產(chǎn)能,。所有的資金都流向了奶酪,，而黃油近年來(lái)一直是乳制品領(lǐng)域的明星,。”
在美國(guó),，牛奶供應(yīng)相對(duì)緊張,，原因是高致病性禽流感病毒最近已蔓延到奶牛身上，對(duì)牛奶產(chǎn)量造成了壓力,。
在今年早些時(shí)候可可豆價(jià)格創(chuàng)下新高后,，食品和糖果制造商已經(jīng)面臨著可可成本高企的問(wèn)題，而黃油價(jià)格上漲又對(duì)他們?cè)斐蓻_擊,。即使食品的總體通脹率有所緩和,，但橙汁和羅布斯塔咖啡等商品的價(jià)格今年卻一路飆升。
經(jīng)紀(jì)公司Highground Dairy全球運(yùn)營(yíng)和洞察力副總裁阿麗莎·巴杰（Alyssa Badger）表示,，創(chuàng)紀(jì)錄的黃油價(jià)格“凸顯了全球買(mǎi)家的絕望情緒,，他們?cè)谡麄€(gè)北半球夏季都面臨著黃油供應(yīng)緊張的局面，并愿意為就近送貨支付溢價(jià),?！?/p>
緩解可能很快就會(huì)到來(lái)，至少是暫時(shí)的,。在過(guò)去的兩年里,，在7月初的全球乳制品貿(mào)易拍賣(mài)會(huì)上，黃油價(jià)格大幅下跌,。（財(cái)富中文網(wǎng)）
譯者：中慧言-王芳
Butter has never been this expensive as a limited world supply has buyers scrambling before the holiday baking season later this year.
Prices hit an average of $7,350 per metric ton on the latest Global Dairy Trade auction, surpassing a previous peak of $7,086 in 2022. The auction, which holds its next sale Tuesday, helps set the direction for dairy prices, including the Chicago futures market.
Record butter prices come as world dairy processors have been devoting more milk to making cheese, demand for which has been soaring for foods like pizza. Butter, meanwhile, has enjoyed a demand tailwind since consumers started stockpiling more at home following the Covid-19 pandemic. Butter buyers now are making sure they have enough to meet demand for the baking surge for year-end holiday meals and desserts.
“US manufacturers haven’t invested in butter capacity in many years,” said Mike Lynch, who trades physical supplies for Burt Lewis International in Chicago. “All of the capital dollars are going toward cheese while butter has been the star of the dairy category for a few years now.”
In the US, milk is relatively tight as output has been under pressure from the highly virulent bird flu virus that recently made the jump to dairy cows.
The price of butter is hitting food and confectionery makers already facing high costs for cocoa after prices for beans hit a record earlier this year. And even as overall inflation in food has moderated, goods such as orange juice and robusta coffee have skyrocketed this year.
The record butter price “highlights desperation from global buyers that are running into a tight fat environment throughout the Northern Hemisphere summer and are willing to pay a premium for nearby delivery,” said Alyssa Badger, vice president of global operations and insights at brokerage Highground Dairy.
Relief may be coming soon, at least temporarily. For the past two years, butter prices have slumped at Global Dairy Trade’s auctions in early July.
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