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Para el Consejo de Exportación de Lácteos de EE.UU (USDEC), en la segunda parte de 2016 los precios sobre-reaccionaron ante las especulaciones de que el corte de la producción iba a ser mayor y por lo tanto habría una menor oferta mundial disponible.
La producción de leche en Europa y Oceanía ha sido mayor a la proyectada y EE.UU continúa expandiendo. Por otro lado, la demanda de importaciones ha sido estable, no habiéndose expandido lo suficiente como para generar un déficit de oferta en 2016.
Lo anterior no significa que el mercado esté débil en los hechos. Hay buenas perspectivas para proteína de suero y manteca, aunque mayores presiones sobre leche en polvo y el queso.
Para el segundo trimestre de este año hay una sensación de mayor debilidad, alimentada por las perspectivas de una buena primavera en el hemisferio norte, unido a que no se observan riesgos al alza de precios, lo que da margen a los compradores para esperar.
Fuente: USDEC “Perspectivas del Mercado Mundial de Lácteos”
http://www.inale.org
