Industry Shift at the Bottom of the Hog Price Cycle: From Reporting Faster to Reporting Accurately, Capacity Regulation Moves Toward Precision

After 37 past bullish policy events, Lean Hogs moved a median +0.0% over 5 sessions (51% higher; middle half -2.8% to +0.9%), and +0.2% over 20.

• Nov 26, 2025Pacific Securities: The driving force for capacity reduction in the pig farming industry is strengthening, and the pace of reduction may accelerate.+0.9%
• Sep 10, 2026China's hog capacity reduction poised to accelerate in Sep | Mysteel-4.1%
• Jun 18, 2025Reaping of the sow: China to reduce pig count by 1 million amid low prices, deflation risk | South China Morning Post+2.3%
• Oct 28, 2026Lower feed costs to protect hog raisers from low farmgate prices - DA | GMA News Online-2.7%
• Jun 7, 2024China's Pig Prices Rebound in 2024 Due to Market Recovery and Government Intervention-0.3%

After 439 past neutral policy events, Corn moved a median +0.1% over 5 sessions (51% higher; middle half -1.3% to +1.2%), and +1.1% over 20.

• Mar 2, 2026Mexico’s Food Sovereignty Remains Under Threat From Genetically Modified Corn and Pressure From Multinational Corporations - Regeneration International+2.0%
• Apr 20, 2023EU Regulation on deforestation-free products: What comes next for importers / exporters of agricultural commodities? | BLOMSTEIN-1.0%
• Jan 14, 2022After visiting crops affected by the drought in PR and MS, minister says that immediate action is to guarantee planting of the safrinha - Revista Cultivar-0.1%
• Jun 14, 2019Federal Register :: Modernizing the Regulatory Framework for Agricultural Biotechnology Products+1.7%
• Feb 5, 2018The Renewable Fuel Standard (RFS): Waiver Authority and Modification of Volumes+0.1%

After 206 past neutral policy events, Soybean Meal moved a median -0.4% over 5 sessions (44% higher; middle half -2.3% to +1.8%), and -0.7% over 20.

• Jan 5, 2021Palm oil industry urged to have early consultation with new EU regulatory initiatives – The European Times+5.3%
• Jul 1, 2020Fight against EU-induced deforestation requires a duty of care, according to draft ‘Burkhardt report’ | AGENCE EUROPE+1.9%
• May 12, 2020Brazilian biodiesel industry wants blending mandate at 14% from June ANP auction : The Daily Digest-0.4%
• Jul 19, 2021New Argentina biodiesel law to weigh on international soyoil prices -industry | Financial Post-2.0%
• Jun 24, 2022Argentina: First Review Under the Extended Arrangement Under the Extended Fund Facility, Request for Modification of Performance Criteria, and Financing Assurances Review-Press Release; Staff Report; Staff Statement; and Statement by the Executive Director for Argentina in: IMF Staff Country Reports Volume 2022 Issue 192 (2022)+8.4%