# Sow Herd Reduction Continues; Aquaculture ETF Focus on Hog Cycle Opportunities

> Sample data showed breeding sow inventories at 8.32 million head in October, down 8.21% year on year, as persistent losses prompt culling. Hog prices showed signs of stabilizing, with seasonal stocking supporting the market. Brokers expect 2027 pork output to fall about 5% and average hog prices to rise about 30%.

- Date: 2026-11-13 · published 2026-11-13T13:36:45.433Z
- Category: market · region China · magnitude low
- Page: https://feedsoft.ai/events/97897-sow-herd-reduction-continues-aquaculture-etf-focus-on-hog-cycle-opportunities
- Commodities: [Corn](https://feedsoft.ai/c/CORN.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md)

## Why it matters

A shrinking sow herd signals lower pork output ahead, which should support hog prices and eventually reduce demand for feed ingredients. The effect on feed grains and meals is gradual, so the market impact is modest in the near term.

## Read by commodity

- SBM: neutral
- CORN: neutral

## Sources

- news.ifeng.com: https://news.ifeng.com/c/8y16EwgYAmV

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.