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Rabobank analyst Gorjan Nikolik outlines expectations for shrimp, salmon and fishmeal in 2021. He sees China shrimp demand recovering and Indian production falling less than previously feared.
The outlook covers demand and supply conditions for the fishmeal and aquaculture sectors that drive fishmeal usage. Expected aquaculture recovery would support fishmeal demand, although the commentary is a forecast rather than a new supply event.
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.