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RaboResearch expects global poultry output to grow 2.5-3% in 2025, with chicken well positioned against higher-priced proteins. It warns that avian influenza and geopolitical tensions, including threatened US tariffs on Mexico, will disrupt trade flows.
Steady global chicken demand supports feed grain and meal consumption, while trade disruptions add volatility to poultry prices and export volumes.
feedstuffs.comAnn HessJan 22, 2025Not enough comparable past events yet for a historical read.
After 323 past bullish geopolitics events, Corn moved a median +0.5% over 5 sessions (57% higher; middle half -1.5% to +2.9%), and +0.9% over 20.
After 34 past bullish geopolitics events, Soybean Meal moved a median -0.2% over 5 sessions (47% higher; middle half -2.2% to +3.5%), and +1.2% 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.
