African swine fever is reshaping China's poultry sector, with chicken output and consumption expected to rise as consumers shift away from pork. The analysis notes that bird flu, food safety scandals and import bans held back broiler growth for years.
A structural shift toward chicken in China would raise long-term demand for poultry feed ingredients such as corn and soymeal, and support chicken prices.
Not enough comparable past events yet for a historical read.
After 117 past bearish disease events, Lean Hogs moved a median -0.6% over 5 sessions (36% higher; middle half -2.2% to +1.6%), and +1.2% over 20.
After 56 past bullish disease events, Corn moved a median -0.1% over 5 sessions (48% higher; middle half -1.5% to +1.6%), and +0.8% over 20.
After 67 past bullish disease events, Soybean Meal moved a median -0.2% over 5 sessions (46% higher; middle half -1.7% to +1.9%), and +0.4% 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.