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An analyst note said flooding had tightened Thai supplies of pigs, broiler chickens, and laying hens, supporting expectations for firm livestock prices into the high season. It reported around 40,000 fewer breeding sows and roughly three million laying hens lost, while forecasting slightly higher feed-ingredient costs in the fourth quarter, particularly for soybean meal; BTG’s stocks and forward purchases cover about two months of needs.
Flood-related livestock losses tighten meat and egg supply, supporting hog and egg prices, while higher feed costs could weigh on producer margins. Lower soybean-meal availability or higher prices would raise feed costs, though inventory and forward coverage may cushion the near-term impact.
innovestx.co.thศิริมา ดิสสรา, IAA, CFANov 11, 2026After 12 past bullish weather events, Lean Hogs moved a median +1.5% over 5 sessions (58% higher; middle half -1.6% to +7.1%), and -3.9% over 20.
Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
After 453 past bullish weather events, Soybean Meal moved a median +0.5% over 5 sessions (55% higher; middle half -1.6% to +2.7%), and +0.5% 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.
