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En un año en que la mayoría de los productores rurales estadounidenses podrían tener menos utilidades que en 2013, las empresas lácteas de ese país obtienen ganancias inesperadas.
Los precios nunca estuvieron más altos, el costo del alimento para el ganado bajó y la producción se encamina a un máximo histórico en tanto aumentan las exportaciones a compradores de México a China.
Si bien el establecimiento rural promedio experimentará una caída del 21% en la utilidad neta en efectivo, con las bajas del maíz, el trigo y la soja a la cabeza, los productores de lácteos ganarán $334 mil 100, un 28% más, pronostica el Departamento de Agricultura de los Estados Unidos (EU).
“Los productores lácteos están ganando más que en muchos, muchos años”, dijo Peter Gutiérrez, vicepresidente de ventas mundiales de ingredientes de Agri-Mark Inc., cooperativa láctea de mil 200 de Methuen, Massachusetts, que fabrica el queso Cabot Creamery y vende unas 120 millones de libras (54.4 millones de kilogramos) anuales. Los futuros de leche en Chicago aumentaron 23% este año y el queso cheddar subió 19%, en tanto ambos alcanzaron récords el mes pasado.
El alza de los precios está reduciendo los márgenes de ganancia de los compradores nacionales como la procesadora Dean Foods Co., la propietaria de cadenas de sandwiches Potbelly Corp., y Annie’s Inc., que fabrica macarrones con queso.
Si bien el USDA prevé que la producción nacional de leche crecerá por quinto año consecutivo, aumentando un 2.2%, a 205 mil 700 millones de libras (93.1 millones de toneladas), las exportaciones actualmente representan el 15.5% de las ventas, frente a un 5% hace una década, según el Consejo de Exportación de Lácteos de los EU, agrupación del sector con sede en Arlington, Virginia.
