読み込み中…
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.org2025/05/05過去の強気な貿易イベント85件の後、ホッグ(リーン) は5営業日で中央値 +0.8% 動き（54% が上昇。中央50%は -1.8% から +4.5%）、20営業日では +4.0% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
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.
