Deadly Pig Disease to Reshape Global Soy Markets for Years

After 175 past bearish disease events, CORN moved a median +0.0% over 5 sessions (51% higher; middle half -1.7% to +1.5%), and +0.6% over 20.

• Oct 3, 2019Rabobank: ASF to affect markets, flow for 3-5 years+2.7%
• Aug 31, 2018Hog prices poised to soar as deadly swine disease emerges in China - MarketWatch+2.5%
• Jan 11, 2019The Year of the Pig Will Be a Pig of a Year for China's Hogs - Caixin Global+0.5%
• Jan 28, 2020Coronavirus Fears Prompt Flight to Safety in Commodity Markets - Caixin Global-0.8%
• Aug 30, 2019Genesus Global Market Report: China - August 2019 | The Pig Site-2.4%

After 50 past bearish disease events, SOY moved a median +0.5% over 5 sessions (58% higher; middle half -1.7% to +2.4%), and +0.0% over 20.

• Jan 28, 2020Coronavirus Fears Prompt Flight to Safety in Commodity Markets - Caixin Global-2.3%
• Apr 15, 2021More wheat feeding and pig disease outbreaks pose double threat to China soymeal demand | Reuters+6.2%
• Feb 26, 2021China's soymeal futures plunge on pig disease concerns+0.7%
• Jun 7, 2017Pork producers preparing for possible deadly disease outbreak learned lessons from bird flu+1.0%
• Apr 21, 2019ASF poses a real risk to feedstuffs markets | ACT-3.0%

After 167 past bearish disease events, SBM moved a median -0.6% over 5 sessions (40% higher; middle half -1.8% to +1.4%), and -0.8% over 20.

• Oct 3, 2019Rabobank: ASF to affect markets, flow for 3-5 years+1.7%
• Aug 31, 2018Hog prices poised to soar as deadly swine disease emerges in China - MarketWatch+4.2%
• Nov 16, 2020Genesus Global Market Report: China, November 2020 | The Pig Site+1.7%
• Jan 11, 2019The Year of the Pig Will Be a Pig of a Year for China's Hogs - Caixin Global-0.1%
• Aug 30, 2019Genesus Global Market Report: China - August 2019 | The Pig Site-1.6%