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Purdue's Center for Commercial Agriculture analysis explains that African swine fever is cutting pork supply in China, raising demand for U.S. pork exports and lifting hog prices and producer margins since April. It notes that a U.S. outbreak could hit consumer demand and production differently.
Reduced Chinese supply lifts export demand for U.S. pork, supporting hog prices, but a U.S. outbreak would be a major risk to that support.
ag.purdue.eduSarah E Zahn2019. 5. 12.과거 상승 질병 이벤트 177건 이후, 돈육 (Lean Hogs)은 5거래일 동안 중앙값 +0.2% 변동(상승 52%; 중간 50% 범위 -1.8%~+2.7%), 20거래일 동안 +0.9%.
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.
Analysis dated May 12 links ASF-driven Chinese pork supply losses to higher US pork export demand and hog prices, supporting a bullish sentiment rebound, though it is commentary rather than new information.
