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An IFFO webinar on Thailand, held in July, covered the country's marine ingredients supply chain and fishmeal use in aquafeeds. The article notes Thailand's four fishing areas, roughly 66 fishmeal plants, and traceability reforms since its 2015 EU IUU yellow card.
Thailand is a meaningful fishmeal producer, so its traceability reforms and fishing seasonality affect regional fishmeal supply. The piece is background rather than a new market shock.
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.