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Rabobank's new report projects fishmeal shortages starting in 2028 and fish oil scarcity intensifying through the decade. Demand inelasticity is expected to drive greater price volatility and higher benchmarks during future supply shocks.
Expected structural tightness in marine ingredients supports fishmeal and fish oil price levels over the longer term and encourages feed buyers to hedge or substitute.
weareaquaculture.comRocio Álvarez JiménezSep 24, 2025Not enough comparable past events yet for a historical read.
After 414 past bullish report events, SBM moved a median -0.1% over 5 sessions (48% higher; middle half -2.1% to +2.3%), and +0.3% 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.
