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More Downside And More Buyers

1 min czytania

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    Yesterday the market continued its bearish trend of the previous weeks. With more sellers and fewer buyers, we see that pressure on prices keeps growing. Especially prices for July and August are under pressure, widening the gap in prices between Q3 v.s. Q4+Q1. The biggest pressure seems to come from producers waking up and finding out that demand for the nearby future is filled and their only options are stocking up, or selling low. 

    Looking at the rest of the market fundaments we see no real changes. Milk in France is still lower compared to the previous year, although the gap seems to be shrinking a bit compared to the previous weeks. But it is as we discussed with all our partners, the change the market will bounce up again becomes smaller and smaller. Buyers have been rejecting lower and lower offers for a long time indicating that it is not the price, but the demand that is keeping them from buying.

    The chance the market will trade lower over the weeks to come seems more likely. Sellers (at the moment mainly producers) have been offering on lower levels every few weeks but not finding an outlet. Each week they seem willing to discuss lower levels but most still have a hard time locking in sufficient volume to take the sales pressure off. And although the way down is not endless, today it felt like we still have a long way to go.

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