Saturday, May 15, 2021

Asians love beef but can westerners re-imagine red meat?

Beef exporters have been blessed with a country called China, but face a day of reckoning.

Saturday, May 8, 2021

Suppliers rise and fall but China owns the world beef trade

China, Hong Kong, Taiwan, Vietnam account for more than the entire post-2000 increase in beef imports and 34% of all shipments. This leaves exporters at the mercy of one large market.

Saturday, April 24, 2021

Restructured and reviving: China dairy farming's supply-side revolution

Rising farm-scale, feed quality, cattle efficiency transforms Chinese dairy's trade and supply fundamentals.

Saturday, April 17, 2021

China Animal Health Update (April 2021)

Being the peak of China's spring season, April saw mild weather and longer daylight, with favourable feed intake and growth for livestock. April could be said to be the peak production period for the first half of 2021.

Sunday, April 11, 2021

Shrimp supply, demand and the uneven impact of COVID-19

All nations grappled with the coronavirus's impact on shrimp farming but some nations were far more affected than others.

Saturday, April 3, 2021

COVID-19 postpones an impending shrimp market rally

The coronavirus derails a new market cycle but output, consumption fell far less than initially feared. Latin America boomed, Asia stagnated amid signs of growing pent up demand.

Saturday, March 20, 2021

COVID-19, high input costs and the China-Latin America connection: Another difficult but transformative year for feed milling

After growing 3% to 4% annually for several decades, feed output only grew 2.6% annually and a mere 0.9% in 2021, to 1.187.8 billion tonnes. Moreover, following a decade of livestock diseases cherry-topped by last year’s COVID-19 lockdowns, 2021 looks mericless to feed milling’s bottom line.

Saturday, March 13, 2021

East Asian feed mill consolidation to soon turn westwards

Chinese and Southeast Asian feed mills have undergone considerable consolidation and productivity increases. With COVID-19 intensifying competitive pressure, the rest of the world will follow.

Saturday, March 6, 2021

A strong feed mill performance in a difficult decade

Resisting COVID-19 far better than could be expected, the world feed sector simultaneously expanded, consolidated, and turned export-driven in a decade pockmarked by animal health setbacks.

Saturday, January 30, 2021

China lifts Thailand’s poultry trade

Adapting to China's desire for frozen poultry and redirecting cooked meat exports from Europe to Japan, Thai broiler exporters made the best of a bad year.

Saturday, January 23, 2021

COVID-19, bird flu besiege Polish poultry exporters with supply and demand setbacks

Prices and revenues slashed to sustain output but EU regulations threaten long-run competitiveness.

Saturday, January 16, 2021

China bails out 2020's world poultry trade but serious challenges remain

During 2020's steep COVID-19 recession, chicken output kept growing and Chinese demand prevented a steep fall in exports. –But exporters must now contend with an anticipated 800,000 drop fall in Chinese imports over five years.

Saturday, January 9, 2021

It’s not just COVID-19: What is holding back the world poultry sector?

Once the most promising livestock protein line, poultry meat production has been growing at slow, disappointing rates long before the coronavirus infected the world economy.

Saturday, December 19, 2020

A brighter 2021? Salmon resists COVID-19 deflation but succumbs to Q4 lockdowns

Q4 lockdowns, bloated inventories abort traditional Q4 rally. Upcoming near convergence of Chilean, Norwegian price to create market bottom. Low output growth to induce a 2021 price rebound.

Saturday, December 12, 2020

Worst case scenario averted: Thai broilers rebound strongly from COVID-19

A rapid economic revival and booming exports to China minimise COVID-19 losses, with a strong 2021 recovery ahead. Exports may hit one million tonnes.

Saturday, December 5, 2020

US, Chinese egg farms take different paths to the same strong outcome

Despite their radically different economic circumstances, eastern and western egg producers performed equally well in the COVID-19 recession, with the best yet to come.

Saturday, November 28, 2020

COVID-19 couldn't 'crack' eggs and they're going upmarket too!

The world's cheapest protein line endured 2020's COVID-19 depression relatively unscathed. New food consumption trends and value-added niche marketing herald a bright future.

Saturday, November 21, 2020

Hard choices, post-COVID-19 tradeoffs ahead for Indian shrimp farming

Stocking density issues, disease management problems, low returns to constrain future output growth.

Saturday, November 14, 2020

Ecuador is the future of shrimp farming

Ecuador endured similar, though less serious challenges. Like India, it was coming off a banner year: 2019 output skyrocketed 24%, from 540,000 to 670,000 tonnes.

Saturday, November 7, 2020

COVID-19’s impact on shrimp: Bad but could have been a lot worse

Flexible trade flows and resilient Southeast Asian output are keeping the output drop to around 20%, with potential for a rapid 2021 recovery and a new era of rapid, sustained growth.

Saturday, October 31, 2020

Chilean salmon bears brunt of COVID-19 market adjustments

Norway's slow salmon output growth, dependence on stable EU consumption kept it profitable. Rapidly growing Chilean output was export-dependent on nations deeply affected by COVID-19.

Saturday, October 24, 2020

Salmon falls hard, with price rallies, output deceleration and volatility ahead

Production outraced exports, deflating prices. Output cutbacks, rising demand point to late-year price rally, and a highly volatile 2021.

Saturday, October 17, 2020

Indian, Brazilian beef held back by politics, poor food safety record

Whereas India fell victim to politics, Brazilian beef suffers from mostly self-inflicted wounds. Rising 8.5% annually over 20 years, Brazil's beef sector exceeded India both in export growth and volatility. It had output rising 5.1% annually and exports jumping at a 29.8% pace in 2000-05.

Saturday, October 10, 2020

US, Australian beef constrained by drought, falling per capita consumption

America still leads in beef production but its 2020 output is the same as it was in 2000 (12.3 million tonnes). The output of leading exporters Canada and Australia increased a mere 2% over these same two decades.

Saturday, October 3, 2020

The world beef market: Aggressive export growth and shaky trade fundamentals

Weather, politics and trade barriers play a role but beef's strong (but vulnerable) trade fundamentals are in China's control.

Saturday, September 26, 2020

Understanding the world dairy market and COVID-19’s impact – Part 2

Falling tops, rising bottoms, accelerated convergence and fast-forwarded deflation - why a new dairy price cycle is on the horizon.

Saturday, August 1, 2020

Southeast Asian feed catches its breath between sprints

African swine fever, the coronavirus halt growth for two years but a rapid, longterm expansion will soon resume back to near old levels.

Saturday, July 18, 2020

Bird flu, COVID-19 lockdowns keep EU poultry output flat, reduce exports 10%

Polish and Hungarian supply, Spanish and Italian demand all affected.

Saturday, June 27, 2020

Asia to dominate world egg market through 2050

Decelerating growth in China and Northeast Asia is being more than offset by rapid expansion in Southeast Asia and the Indian subcontinent.

Saturday, June 20, 2020

Resilient and rapidly growing: The layer sector's bright growth prospects

In a world where half the people earn less than US$10,000 and eat less than 6kg of eggs annually, this food line offers the highest quality protein at the lowest unit cost.