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Purdue's Center for Commercial Agriculture analysis explains that African swine fever is cutting pork supply in China, raising demand for U.S. pork exports and lifting hog prices and producer margins since April. It notes that a U.S. outbreak could hit consumer demand and production differently.
Reduced Chinese supply lifts export demand for U.S. pork, supporting hog prices, but a U.S. outbreak would be a major risk to that support.
ag.purdue.eduSarah E Zahn12 may 2019Tras 177 eventos alcista de enfermedad pasados, Cerdo magro se movió una mediana de +0,2 % en 5 sesiones (52% al alza; mitad central entre -1,8 % y +2,7 %), y +0,9 % 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.
Analysis dated May 12 links ASF-driven Chinese pork supply losses to higher US pork export demand and hog prices, supporting a bullish sentiment rebound, though it is commentary rather than new information.
