불러오는 중…
Agricultural economists Glynn Tonsor and Lee Schulz modeled the price effects of meat plant closures tied to COVID-19. Their beef model links a 1% cut in processing capacity to a 1.32% drop in fed cattle prices.
Their hog model links a 1% cut in pork packing capacity to a 1.82% drop in hog prices.
Packing capacity losses from COVID-19 closures could push cattle and hog prices lower because the industry has little spare slaughter capacity. Feeder buyers should watch plant utilization closely.
feedstuffs.comKrissa Welshans2020. 4. 13.과거 하락 질병 이벤트 70건 이후, 생우은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -1.7%~+1.0%), 20거래일 동안 +0.4%.
과거 하락 질병 이벤트 117건 이후, 돈육 (Lean Hogs)은 5거래일 동안 중앙값 -0.6% 변동(상승 36%; 중간 50% 범위 -2.2%~+1.6%), 20거래일 동안 +1.2%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
Economist modeling published April 13 linked a 1% cut in pork packing capacity to a 1.82% drop in hog prices, so plant closures were framed as strongly bearish for hogs ahead of the April 15 drop.
