Protein Sector

July 8, 2019 CBS 60 Minutes Episode On Synthetic Meat–Link Below


July 7, 2019 The African Swine Fever Debacle?? The Disease That’s Likely To Change Our Global Protein Market

After knowing about ASF in China since January-February, the damage to China’s swine herd is slowing becoming better known. Why hasn’t the market reacted as it probably would have back 10-12 years ago, understanding that additional risk premium was needed to stave-off demand that supply couldn’t meet? My view is that today’s commodities futures market is about the here-and-now, and that possible scenarios don’t fit the data that runs the commodity funds (who are such a bigger factor in price determination in today’s market. China’s import demand didn’t increase enough to trigger demand-rationing. It would seem to me that we are on the cusp of seeing a shift in this soon–that China’s domestic stockpiles are going to dwindle enough in the next 30-60 days, that they are likely going to need imported pork in order to arrest sharply rising meat prices in their country.

Proteins:  The Future of Meat–Video From Milken Conference

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