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Disease outbreaks including PEDv and PRRS are killing pigs in Mexico, shrinking its herd. Mexico is turning to U.S. pork, with the U.S. shipping record amounts and Mexico the top buyer of American pork in the latest week.
Rabobank says farmers are also cutting herds because feed has become expensive after Russia's invasion of Ukraine.
Stronger Mexican import demand for U.S. pork tightens domestic supply and supports hog and meat prices. High feed costs are reducing herd size, which further reinforces the bullish supply outlook.
在过去 177 次看涨的疫病事件之后,生猪(瘦肉型) 在 5 个交易日内中位数变动 +0.2%(52% 上涨;中间一半区间为 -1.8% 至 +2.7%),20 个交易日内为 +0.9%。
历史可比事件尚不足,暂无法给出历史解读。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。