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La solidezde las importaciones de China, combinado con una temporada en Nueva Zelanda impactada por el clima, impulsó los valores de los lácteos en el primer trimestre de 2018.
Si bien el motor de la exportación se está activand, condiciones climáticas adversas pueden limitar la presión. El banco holandés Rabobank indicó que a las condiciones secas en Nueva Zelanda se sumaron bajas temperaturas en Europa, incendios localizados en Australia y el déficit hídrico en Argentina.
“El período máximo de producción de leche en el Hemisferio Norte sigue siendo un punto de presión para el mercado mundial en el segundo trimestre de 2018”, dijo el analista senior de lácteos del banco Michael Harvey al presentar el reporte trimestral. “Sin embargo, Rabobank no ve un flujo abrumador de leche del Hermisferio Norte en el mercado global. El crecimiento de la producción lechera de la Unión Europea comenzó en 2018 con una nota alta, pero se espera que tenga una tendencia a la baja durante todo el año”, apuntó el analista.
