Per Dave Juday’s recent Livestock Roundup report, China has ample opportunity to replace its lost pork production with imports of pork or chicken meat. China has reportedly lost nearly half its hog herd and pork prices, excluding offal, are up to $2.02/pound. This price is significantly above U.S.-sourced animal protein prices. Pork represents 60 percent of Chinese animal protein consumption and U.S. lean hog futures are 68 percent less than Middle Kingdom prices. Ignoring the Chinese preference for pork and assuming an adjustment to more poultry consumption other than paws, U.S. boneless breast meat in the third quarter was 46 percent less than the China pork price, and more recent data suggests that it is 56 percent less expensive...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.
What You Need to Know Today: Commodities were mostly lower across the board today after yesterday’s Federal Reserve meeting hinted at a potential interest rate hike later in 2026. The dollar index reached its highest level in over a year, and a strong dollar makes U.S. agricultural expor...
Tomorrow is the Juneteenth federal holiday, and the USDA, along with the rest of the federal government and the CME, will be closed, so the monthly Cattle on Feed report was released a day early. The total number of cattle on feed in feedlots with 1,000 head or more capacity on 1 June amounted...