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A podcast episode features avian flu expert Ron Fouchier discussing the current HPAI H5N1 outbreaks in US poultry and dairy cows. The discussion covers transmission risk to humans and the potential healthcare burden.
It also explains the difference between low and highly pathogenic avian influenza.
This is expert commentary on disease risk with no new supply or demand event. It has no direct effect on feed or commodity prices.
doi.orgKathryn Hostettler, Ron A. M. Fouchier, Navaneeth Narayanan, Angela Csaki HuttnerDec 3, 2024After 645 past disease events, HOGS moved a median -0.1% over 5 sessions (48% higher; middle half -1.8% to +2.1%), and +0.9% over 20.
Not enough comparable past events yet for a historical read.
After 615 past disease events, SBM moved a median -0.2% over 5 sessions (46% higher; middle half -1.8% to +1.8%), and -0.2% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
