RCL Foods and Quantum Foods reported avian influenza on several South African farms, joining Sovereign Foods and Astral Foods. RCL culled birds on at least two farms, about 5% of its breeding stock, and at least 3 million birds have been culled or died since June.
Meat price inflation rose to 15% in August.
Bird culling cuts poultry supply and raises meat prices, while disrupted exports of raw meat, eggs and live birds shift demand. Feed demand from South African poultry producers falls, which is bearish for local maize and soy meal.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 175 peristiwa penyakit bearish sebelumnya, Jagung bergerak median +0,0% selama 5 sesi (51% lebih tinggi; separuh tengah -1,7% sampai +1,5%), dan +0,6% 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.