Saturday, June 13, 2020

UN reports new high for global aquaculture output

The Food and Agriculture Organisation (FAO) of the UN has reported that global aquaculture output has hit a new high of 82.1 million tonnes, SeaWestNews reported.

Saturday, June 6, 2020

Corn market uptrend aborted: The bear is back

After years of incremental progress towards a new bull market, the coronavirus outbreak perversely...

Saturday, April 25, 2020

An eastwards journey towards a prosperous, balanced dairy market

Covid-19 interrupted a market balancing process that has been underway for several years, thereby widening price disparities between dairy fats and powders. Led by China, Far Eastern dairy consumption remains on track to spark a new, early 2020s price boom.

Saturday, April 18, 2020

Coronavirus dents the world economy -but not the global beef trade

Coronavirus, trade politics and collapsing western economies will accelerate the rebalancing of a flourishing world beef trade.

Saturday, April 11, 2020

Will Argentina's beef export renaissance come undone?

Four years of economic liberalization revives exports to record levels -with three quarters of shipments destined for China. Now Covid-19, and a new ...

Saturday, April 4, 2020

Coronavirus, shrimp diseases and world market transformations

India and Ecuador replaced faltering Southeast Asian and Chinese production and China became the world's top importer. Coronavirus is squeezing already thin profit margins, bringing both low prices and a new market upturn sooner than expected.

Saturday, March 28, 2020

Salmon upended: Coronavirus breaks strong early 2020 market momentum, deflates a strong price rally

Strong world demand sustained prices deep into Q1 –but coronavirus deflation is now impacting export markets. Why this year's expected price fall will dent production more than in previous years.

Saturday, March 21, 2020

Coronavirus, trade war politics and the fate of US soybean farmers

Trade war politics devastated US soybean farming but the revenue downturn pre-dates the trade war with China. Coronavirus is forcing China to ramp up soybean imports and partly restore US soy farming fortunes. Why you should expect China to embark on an H2 2020 US soybean buying spree.

Saturday, March 21, 2020

China and the pork exporting continent

Stagnant domestic consumption, protectionist feed policies, two disease outbreaks and trade politics turned Europe's swine sector into a China-destined export powerhouse.

Saturday, March 14, 2020

Corn, soybeans, ASF, coronavirus – and the damage done

Human and animal diseases are slashing world meat consumption estimates but having less of an impact on feed crop supplies. Strangely, the more these diseases depress feed crop markets, the faster the next rally will arrive.

Saturday, March 7, 2020

It’s not infinitely elastic: Aquaculture optimism vs. aqua feed reality

Market research firms paint expansive forecasts of flourishing aqua feed production and booming aquaculture growth. –But aqua feed growth trends clearly contradict official aquaculture statistics –implying that mainstream industry expectations need to be thoroughly revised.

Saturday, February 22, 2020

Salmon's 2020 forecast: Steady supply growth, with flat but volatile 'average prices'

2020 will see slower but still healthy output growth merely keep pace with demand. Hyperinflation and stagnation have both ended, leaving prices and volatility at historically high levels.

Saturday, February 15, 2020

The end of a trend? World feed output stops growing

Plummeting East Asian hog inventories, South Asian bird flu outbreaks, Middle Eastern political woes cause the first drop in feed output since China's 1980s economic liberalization. Beyond these passing concerns, world agribusiness needs a new growth driver.

Saturday, January 4, 2020

US Poultry: Is an impending slowdown giving way to a new growth phase?

Just as domestic demand's potential to lead American broiler industry growth appears to be tapped out, opportunities to boost stagnant exports appear.

Saturday, December 28, 2019

No fat pigs here. Only Olympic athletes!

The genetic engineering of livestock is agribusiness's most misunderstood technological frontier. Shortly after animals were domesticated 10,500 years ago, farmers noticed some swine...

Saturday, December 21, 2019

Breadbasket, feed superpower, meat exporter or fuel refinery?: US feed crops' endless pursuit of value-added

How Asian meat consumption, domestic politics, meat trade liberalization and trade wars continually alter feed crop incentives to export, ferment or make meat.

Saturday, December 14, 2019

Did China's swine market fever finally break?

Even after falling 23% in one month, hogs still cost 135% more than in December 2018. Despite a nascent inventory recovery and surging imports, Chinese New Year demand will firm up prices. Government plays a role in deflating prices but a rapid recovery requires years of exceptionally high swine farming profits.

Saturday, December 7, 2019

The constantly re-invented bird: Genetics, antibiotics and a century of non-stop poultry innovation

Even after a century of torrid growth, costs keep falling keeps rising, consumption keeps rising and the end-product continues to evolve.

Saturday, November 30, 2019

Hard times, sustainability and a new top shrimp exporter?

Is India's reign as the top shrimp exporter coming to an end? With more untapped resources than any Asian supplier, Ecuador's electrification of remote rural areas is being leveraged into state of the art investments in feed, online farm management and monitoring systems.

Saturday, November 23, 2019

Once Europe, later Ukraine, Russia last year, China tomorrow? Brazilian pork's new export dependency

High export prices, booming shipments, low feed costs drive recovery. Delayed China export approvals, stagnant shipments to other countries make for a mixed performance.

Saturday, November 16, 2019

Making sense of Asian feed statistics in a post ASF world

African Swine Fever devastated feed inefficient hog herds while poultry and seafood production. How do these changes impact Asia's once buoyant feed sector?

Saturday, November 9, 2019

A temporary pause: US beef to resume export-led growth in 2020

Inventories are topping out and cattle prices are off their peak amid flat consumption and stagnant trade -but new trade agreements with South Korea, Mexico and Japan will drive export led growth.

Saturday, November 2, 2019

Brazil seeks more approvals for local meat exporters prior to Chinese President's visit

Brazil is holding into hopes that China will approve more Brazilian meat exporters prior to a November state visit by Chinese President Xi Jinping, Reuters reported.

Saturday, October 26, 2019

China finalises deal to resume UK beef imports following two-decade ban

Port inventories of fishmeal continued to shrink as imports were low. At 220,080 tonnes, fishmeal inventories were 25% lower compared with early September's stocks.

Saturday, October 19, 2019

Rising consumption, slowing growth, accelerating imports keynote Chinese dairy sector growth

The world's leading buyer of commodity dairy powders, China is now a top importer of higher value-added dairy goods such as butter, cheese, pasteurized milk and yogurt.

Saturday, October 12, 2019

Good news, bad news amid reviving Turkish broiler meat exports

On September 5, Royal DSM celebrates 150 years of fermentation and biotechnology expertise and innovation at its site in Delft, the Netherlands.

Saturday, October 5, 2019

Hungry dragons and a two-speed world market: Booming beef's China import dependence

An ASF induced re-acceleration of Chinese red meat imports is giving the world beef market its strongest growth in decades. From 0.3% of beef imports in 2000, China will buy purchase 27% of the world's beef imports in 2020.

Saturday, September 28, 2019

Two-way volatility for beans, only one direction for corn: Prices firm up prices as a flat, bearish USDA report hides scope for price volatility

Nominally unchanged corn estimates belie the crop's immature state going into Autumn and upward potential. Beans keep bobbing up and down with the US-China trade war.

Saturday, September 21, 2019

Booming Thai chicken exports to exceed a million tonnes in 2020

Rising productivity, expanding profits, new Asian buyers offset stagnant traditional importers and slower consumption growth. Exported as much in H1 2019 as it did in all of 2014.

Saturday, September 14, 2019

Farmed salmon on trial: Deflation yes but did price fixing happen?

The first sustained Norwegian and Chilean supply growth in many years is deflating the market, but allegations of prior price fixing appear to be meritless.