The Spanish meat industry on strike?
A strike of this magnitude would sink the pig price to historic lows.
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29-Nov-2021hjwang1995Great article! only one point I am not so sure is about the Chinese market. It is true that the pig price was increasing in the last few week, but I think that was a temporary recover drived by unsustainble factors. In short terms of six momth, I think the Chinese market will still go down, the live pig stock is still at historical high point anyway. As a importer in China, my strategy is still to wait.
From heaven to hell
At a time when everything seems to be going against us, there remains the hope that the cost of production in China is much higher than in Spain...
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06-May-2022tpw429Guillem Burset great article! I was interested in the comment you made about pig producers losing money raising pigs. Is this something you calculated for the current time, or is there a widely available website that publishes estimated hogs to raise pigs for Europe?
Serious crisis in Central Europe - peering into the ground
Guillem Burset predicts when the Spanish pig price will bottom out, and even dares to give us a number!
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What has made the Spanish swine industry so successful?
Spain's production has grown 90% in 32 years, from slaughtering 29 million head of pigs in 1989 to slaughtering more than 56 million in 2021. Explosive growth no matter how you look at it.
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01-Oct-2021AndyaAn incredible success story. Can it be sustained given the growing pressure of environmental restrictions? Is there even enough water in Spain to support the current size of the pig herd?
Inevitable tsunami: Slaughter and process at a loss? No, thanks.
September will show in all its harshness the precariousness of the present moment: pigs will arrive for slaughter in droves and it remains to be seen whether slaughterhouses will be willing to process those pigs whose pork they cannot sell.
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03-Sep-2021verbeke luchow many drop in Europe has to be in production to have a normal market?
Cascading declines in search of ground. European balances
Virtually absent pork exports to China and poor demand in the EU lead to a 17% drop in Spanish price in 7 weeks, and it will keep dropping.
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10-Sep-2021Marcelo LangThank you for the insightful analysis of EU pork market.
The party's over: Plummeting declines announced
For the first time in 20 years, Spanish prices fell in June. We are in an extremely exceptional situation that must be corrected as soon as possible.
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A monument to the pig price. China is absent!
The pig price in Spain is the most expensive in Europe and Burset predicts that it is very close to the upper limit. China is decreasing imports, buying at cheaper prices, and therefore, is absent in the Spanish market.
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Insurmountable dichotomy: Strength in live pigs, weakness in pork
Pig market: Unbridled in Spain, unsettled in Europe, and with question marks in China. Pork market: rock bottom in Europe.
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04-May-2021ewjThe price of pork and live hogs in China can be modulated by opening and closing the "Import window" for imported pork. They euphemistically call imports of pork "Release of frozen pork from reserve supply" to modulate the consumer pork price. It's like the flapper valve in the throttle on a motor. If you cranked it wide open, the Chinese market would suck pork out of the rest of the world at a vacuum at the rate of transport until the local pig industry in China was virtually destroyed, because with their inefficient management, high disease pressure, and high ingredient costs, they do require trade protection to survive.
Pork consumer trends. An overview of Europe and Asia
In this recorded webinar, Spanish analyst Guillem Burset talks about pork consumer trends based on a questionnaire he sent to 200 directors of meat plants, processors, industries, and other significant operators.
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The rocket won't stop or the perfect storm – Counterpoint: EU processing industry in turmoil
The price of pork continues to rise and Burset makes a prediction for June. It all seems to be good news for producers and slaughterhouses but the processing industry is in for a storm.
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Spain is China's leading pork supplier. Market soaring: Shooting upwards like a rocket
It seems that the deficit in China will last all year and the flow of exports from Spain to this large Asian country will not let up...
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European markets: Is Spain hanging from a steel cable?
Analyst Guillem Burset reviews the current situation of the main European pig markets. Spain stands out against the current. Will it be able to hold out?
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Economic balance of the swine industry on an atypical year
It must be acknowledged that for Spanish swine industry not only has not been a bad year but it rather has been an excellent year.
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Sound the alarm! Prices are cascading down
In view of the unprecedented time we are living in, we are publishing this monthly commentary a few days early.
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The reference market for pork in Spain: Mercolleida
How the pig prices are negotiated in Spain's reference market? Mercolleida represents the market with the highest pig slaughtering activity within the European Union.
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