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Rabobank's Global Pork Quarterly Q1 2025 says producers remain cautious about herd expansion despite lower feed costs and better productivity. Rabobank flags uncertainty from US tariff policy, which could reroute trade, along with ASF, PRRS and a foot-and-mouth disease outbreak in Germany that led to import suspensions.
Rabobank also expects possible inflation in some regions to weigh on pork demand.
Restrained herd growth limits pork supply expansion, which supports hog prices, while trade rerouting and disease-driven import bans add price volatility. Lower feed costs remain a partial offset for producers.
meatpoultry.comRyan McCarthy24 Feb 2025Setelah 61 peristiwa laporan netral sebelumnya, Babi Hidup (Lean Hogs) bergerak median -0,4% selama 5 sesi (48% lebih tinggi; separuh tengah -1,3% sampai +1,8%), dan +2,1% 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.
