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The OECD/FAO Agricultural Outlook for 2022-2031 identifies animal disease as the most significant risk to the global meat market. It flags ASF, highly pathogenic avian influenza and foot and mouth disease as ongoing threats.
It also notes that BSE re-emerged in Brazil at the end of 2021, temporarily halting exports to China.
Disease-driven loss of export access shifts meat trade flows and could raise demand for substitute proteins, with uncertain net effects on feed demand.
ukragroconsult.comJul 22, 2022After 493 past report events, Lean Hogs moved a median +0.1% over 5 sessions (52% higher; middle half -1.8% to +2.0%), and +0.8% over 20.
Not enough comparable past events yet for a historical read.
After 1,283 past report events, Soybean Meal moved a median -0.1% over 5 sessions (47% higher; middle half -2.0% to +1.7%), 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.
