Stepped cascading drop
September will witness a series of drops in price, like a cascade. The abattoirs demand incentives to increase the slaughterings. The limit of the fall will depend on the international context.
US Producers Getting Impatient for the Deal Makers to Do Their Magic
There is a lot of uncertainty about what will happen to the US pork export picture now that President Trump has pulled out of TPP and wants to renegotiate NAFTA.
Russia needs to become cost competitive
This means looking at ‘whole business decisions’, being able to do good calculations that take into account all production factors. Taking decisions on single traits, like born alive, have no place in a modern effective pig industry.
Typical scenario: the impossible does not happen
In Spain, August 15th will mark a turning point. The supply is recovering and the price will drop. In Europe there is an oversupply. The dollar is falling and the prices of American meat are more attractive.
A lot more pork and increasing profits: Why and how long?
USA: PEDv created more fever than just in the pigs.
Almost reaching the maximum possible price
Very probably, the Spanish price will remain above €1.40/kg liveweight until late July, supported by the weakness of the supply and helped by the weather.
Optimism is breaking out all over in the US in spite of the large supply of hogs
Export markets can keep profits flowing even if the industry nudges production into record territory.
Nature is inescapable. June will not deceive
In June, the Spanish price will keep on rising. The heart of the matter is how much more it will increase. If it is not possible to pass on the rise in the price of pigs to pork, all the upward trend will have to be at the expense of the abattoirs’ margin.
