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RaboResearch reports that pork prices have rebounded on tighter hog supplies from limited sow herd growth and health challenges. Trade flows are shifting as the EU and Latin America gain share amid US-China tensions.
The 90-day US-China tariff reduction may not fully offset added tariffs on US pork.
Tight hog supply supports pork and hog prices, while lost Chinese share of US pork may weigh on export-linked demand and expansion. Slower US sector investment limits longer-term feed demand growth.
porkcheckoff.org5 Mei 2025Setelah 85 peristiwa perdagangan bullish sebelumnya, Babi Hidup (Lean Hogs) bergerak median +0,8% selama 5 sesi (54% lebih tinggi; separuh tengah -1,8% sampai +4,5%), dan +4,0% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
Tighter US hog supplies from limited sow herd growth and health challenges are supportive for hog prices, and the report came just before the move.
Pork outlook notes tighter hog supplies and US-China tariff reduction, a supply and trade-flow narrative that could support lean hog prices, though dated a week before the move.
