According to the data, at the end of September, stocks of drinking milk in warehouses of milk processing enterprises decreased by 12%, amounting to about 50 thousand tons; stocks of fermented dairy products decreased by 45%, to 20 thousand tons. By the end of August, stocks of butter decreased by 8%, to 19 thousand tons, and whey by 1%, to 9 thousand tons.
At the same time, stocks of cheese and cheese products increased. At the end of September, they amounted to 49 thousand tons, an increase of 3%. According to analysts, the growth is due to weak exports, aging for maturation and the fact that the increase in production of this dairy category is not supported by solvent demand.
Analysts also predict that imports of cheap New Zealand butter and the increase in production rates to last year's level in the third quarter will restore stocks of butter, but they will not exceed the level of 2017-2018.