
Vinh Long province in Vietnam reports continued African swine fever spread, with 9 more households affected on November 3 and 3,098 pigs infected and culled since September 29. Nationwide, 1,360 outbreaks have been recorded across 31 of 34 provinces, with 177,265 pigs dead or culled.
Large-scale pig losses in Vietnam reduce domestic hog demand for feed, lowering demand for corn, soymeal and related feed ingredients, and may increase Vietnam's import needs for pork and feed. Restocking delays extend the lower demand period.
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 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.
After 167 past bearish disease events, Soybean Meal moved a median -0.6% over 5 sessions (40% higher; middle half -1.8% to +1.4%), and -0.8% 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.