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Analyst Simon Quilty says Australian cattle prices fell over 50% and sheep meat prices fell 54-75% over 18 months, driven by labour shortages at processors, weak markets and dry conditions since March 2023. He expects livestock prices to rebound substantially over five years as global protein supplies tighten.
Australian livestock supply constraints and a longer-term protein tightening outlook matter for global meat and feed demand, though near-term prices remain pressured.
elders.com.au13 sept 2023Tras 18 eventos neutral de macro pasados, Ganado en pie se movió una mediana de +0,1 % en 5 sesiones (61% al alza; mitad central entre -1,0 % y +1,6 %), y +1,0 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
