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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 Zahn12 mei 2019Na 177 eerdere opwaarts ziekte-gebeurtenissen bewoog Magere varkens zich mediaan +0,2% over 5 sessies (52% hoger; middelste helft -1,8% tot +2,7%), en +0,9% over 20.
Bewegingen van de benchmark van elke grondstof sinds de laatste slotkoers vóór de gebeurtenis. Historische waarden bundelen eerdere gebeurtenissen van hetzelfde soort; ze beschrijven wat er gebeurde, niet wat zal gebeuren. Geen beleggingsadvies.
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.
