We wait. We watch. We work the worry beads
How is the increase in global meat production, low-cost coarse grains and ASF going to affect pig production?
The end of mimicry: the floor price is near
The almost mimetic similarity between the Spanish price curve in 2015 and 2018 ends here and now. We think that it is completely impossible that the decrease in price reaches €0.95, like then.
ASF: Slow-motion train wreck or approaching tsunami?
There is no doubt if the disease is discovered in a major piglet or pork producing/exporting country such as Denmark, Germany, Spain or the USA, the mortality it causes would be only the beginning of the woes.
Disturbances in China, disturbances in Belgium. Spain still leads the price
The appearance of ASF in Belgium has entailed a real blow for the EU pig sector.
European convergence. Will we see a busy autumn? ASF in China
Right now it all depends on the evolution of the situation in China.
The packer-processor is the linchpin to success
As a producer, aligning with a packer-processor that is exhibiting the characteristics of a long-term successful and resilient player with access to the global market is critical for success regardless of how efficient you have become as a producer.
We can only minimise damages
In Iberia, pig prices have reached this year’s peak. Now, prices can only drop… The evolution of prices is very similar to that in 2015.
This thrill is gone as pork bellies fall off the cliff
7% drop in belly price in a single day is signaling the end of the summer seasonal prices.
CALENDAR
19Oct2019-10-1921Oct2019-10-21
22Oct2019-10-2224Oct2019-10-24
23Oct2019-10-2326Oct2019-10-26
23Oct2019-10-2326Oct2019-10-26