July 8, 2019 CBS 60 Minutes Episode On Synthetic Meat–Link Below
CBS 60 MINUTES JULY 7 2019--SYNTHETIC MEAT
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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