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Economists Richard Brock and Joseph Kerns told the American Feed Industry Association conference that the US-China trade war and African Swine Fever in China could seriously hurt US soybean and pork producers. Brock said China has shifted its soybean supply to Brazil and Argentina and warned that this demand may not return.
He also criticized the proposed government payments to farmers as no substitute for lost export demand.
A lasting shift of Chinese soybean demand to South America would weigh on US soybean prices and export values. Reduced Chinese pork demand from ASF also adds downside pressure on US hog prices.
feedstrategy.comAnn Reus2019年5月16日在过去 803 次看跌的贸易事件之后，大豆 在 5 个交易日内中位数变动 +0.0%（51% 上涨；中间一半区间为 -1.7% 至 +1.7%），20 个交易日内为 +0.9%。
在过去 123 次看跌的贸易事件之后，生猪(瘦肉型) 在 5 个交易日内中位数变动 -0.4%（43% 上涨；中间一半区间为 -2.9% 至 +2.0%），20 个交易日内为 -0.2%。
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。
