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Analysts at Stephens Inc. expect chicken producers to be the biggest beneficiaries of African swine fever, citing expected global protein shortages and consumer switching from pork to chicken. Chicken can be grown to market weight faster than other proteins and is not vulnerable to ASF.
Expected export pull and consumer switching support chicken demand and prices, while benign feed costs help margins, which supports poultry-linked feed demand.
meatingplace.comSusan KellyApr 22, 2019Not 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.
