High-Path Avian Flu has been confirmed in more than 1,000 herds across 17 states. While it spreads easily in cow udders, researchers have found no signs that it is adapting to humans.
The virus seems to thrive on receptors in cow mammary glands that are similar to those in birds. Most cows recover after a couple of weeks, but the outbreak is still putting a major financial strain on producers.
One estimate from an ag economist suggests a dairy cow 2,500 cows in quarantine could lose half a million dollars a day due to treatment costs, labor, and lost production.
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Prepare for softer milk checks into winter, watch cull-cow values and timing, and stress-test cash flow as product prices recalibrate.
Expect incremental near-term lift for feed grains, proteins, and ethanol as tariff cuts and smoother approvals translate into real orders.
While there has been an increase in outbreaks of Highly Pathogenic Avian Influenza (HPAI) this migration season, the CDC says the public health risk is low.
