
Hamlet Protein CEO Erik Visser outlines the main forces expected to shape animal protein and feed markets in 2026. He flags persistent US tariff risk, the US-China trade relationship (with the current deal expiring in the second half of 2026), the Canada and Mexico trade arrangements, and disease risk.
Tariff decisions and the US-China deal timing could redirect soybean and pork export flows, which would move feed protein prices. Slowing production growth and disease risk add further upside pressure on feed costs.
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.