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Rabobank's Q4 poultry outlook raised its 2026 global poultry growth forecast to 3.5%, but warned of oversupply in China, the US, Japan, Vietnam and South Africa. China's production rose 9.5% year-on-year in the first half of 2026, and rising costs and price-sensitive consumers are weighing on margins.
Oversupply in major producing regions is likely to pressure chicken prices and could slow expansion, which affects poultry feed demand over time.
Not enough comparable past events yet for a historical read.
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.