供應緊張，黃油價格飆升至歷史新高
MICHAEL HIRTZER，彭博社
2024-07-03
在今年6月18日的全球乳制品貿易拍賣會上，黃油的均價達到每公噸7350美元，超過了2022年7086美元的峰值。圖片來源：GETTY IMAGES
買家在今年晚些時候的假日烘焙季到來之前爭相搶購黃油。由于全球供應有限，黃油價格從未如此昂貴。
在6月18日的全球乳制品貿易拍賣會上，黃油均價達到每公噸7350美元，超過了2022年7086美元的峰值。該拍賣會在本周二舉行了新一場拍賣會，有助于為包括芝加哥期貨市場在內的乳制品確定價格走向。
在黃油價格創歷史新高之際，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奶酪的需求一直在飆升。與此同時，自疫情爆發后，消費者開始在家中囤積更多黃油，黃油的需求也隨之上升。黃油買家現在正確保他們有足夠的黃油來滿足年末假日餐食和甜點的烘焙需求。
芝加哥Burt Lewis International的實物供應交易員邁克·林奇（Mike Lynch）表示：“美國制造商多年來一直沒有投資黃油產能。所有的資金都流向了奶酪，而黃油近年來一直是乳制品領域的明星。”
在美國，牛奶供應相對緊張，原因是高致病性禽流感病毒最近已蔓延到奶牛身上，對牛奶產量造成了壓力。
在今年早些時候可可豆價格創下新高后，食品和糖果制造商已經面臨著可可成本高企的問題，而黃油價格上漲又對他們造成沖擊。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格今年卻一路飆升。
經紀公司Highground Dairy全球運營和洞察力副總裁阿麗莎·巴杰（Alyssa Badger）表示，創紀錄的黃油價格“凸顯了全球買家的絕望情緒，他們在整個北半球夏季都面臨著黃油供應緊張的局面，并愿意為就近送貨支付溢價。”
緩解可能很快就會到來，至少是暫時的。在過去的兩年里，在7月初的全球乳制品貿易拍賣會上，黃油價格大幅下跌。（財富中文網）
譯者：中慧言-王芳
買家在今年晚些時候的假日烘焙季到來之前爭相搶購黃油。由于全球供應有限，黃油價格從未如此昂貴。
在6月18日的全球乳制品貿易拍賣會上，黃油均價達到每公噸7350美元，超過了2022年7086美元的峰值。該拍賣會在本周二舉行了新一場拍賣會，有助于為包括芝加哥期貨市場在內的乳制品確定價格走向。
在黃油價格創歷史新高之際，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奶酪的需求一直在飆升。與此同時，自疫情爆發后，消費者開始在家中囤積更多黃油，黃油的需求也隨之上升。黃油買家現在正確保他們有足夠的黃油來滿足年末假日餐食和甜點的烘焙需求。
芝加哥Burt Lewis International的實物供應交易員邁克·林奇（Mike Lynch）表示：“美國制造商多年來一直沒有投資黃油產能。所有的資金都流向了奶酪，而黃油近年來一直是乳制品領域的明星。”
在美國，牛奶供應相對緊張，原因是高致病性禽流感病毒最近已蔓延到奶牛身上，對牛奶產量造成了壓力。
在今年早些時候可可豆價格創下新高后，食品和糖果制造商已經面臨著可可成本高企的問題，而黃油價格上漲又對他們造成沖擊。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格今年卻一路飆升。
經紀公司Highground Dairy全球運營和洞察力副總裁阿麗莎·巴杰（Alyssa Badger）表示，創紀錄的黃油價格“凸顯了全球買家的絕望情緒，他們在整個北半球夏季都面臨著黃油供應緊張的局面，并愿意為就近送貨支付溢價。”
緩解可能很快就會到來，至少是暫時的。在過去的兩年里，在7月初的全球乳制品貿易拍賣會上，黃油價格大幅下跌。（財富中文網）
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.
