Meat - Hog, Cattle, Poultry etc.

[behappyalways]

Beef Prices Jump As Omicron Spread Sickens Meat Plant Workers
https://www.zerohedge.com/commodities/b ... nt-workers

[behappyalways]

Bacon Shortage? US Pork Supplies Tumble To 11-Year Low
https://www.zerohedge.com/commodities/b ... 1-year-low

[behappyalways]

China To "Immediately" Replenish Pork Supplies As World Short Commodities
https://www.zerohedge.com/commodities/c ... ommodities

[behappyalways]

Death Toll Rises To Over 12 Million Chickens And Turkeys In 2nd Month Of America's Horrific Bird Flu Pandemic
https://www.zerohedge.com/medical/death ... c-bird-flu

[behappyalways]

JBS Expects 'Meatflation' To Remain Stubbornly High Ahead Of Midterms
https://www.zerohedge.com/commodities/j ... d-midterms

[winston]

Meat

Thailand — a major shipper of chickens as well as sugar — may benefit after Malaysia said it will halt exports of 3.6 million chickens a month from June 1.

Charoen Pokphand Foods Pcl, a Thai meat producer owned by the billionaire Chearavanont family, will gain from the recovery in post-pandemic consumption, RHB Research Institute analysts including Soong Wei Siang wrote in a note. The company’s shares are up about 8% this month.

“The interesting question is what consumers will switch to if prices of chicken remain high,” said Joachim Klement, the head of strategy, accounting and sustainability at Liberum Capital.

WH Group, the world’s biggest pork company, may stand to win from potentially higher demand as China’s hog prices remain subdued.

Source: Bloomberg

https://www.theedgemarkets.com/article/ ... tectionism

[winston]

Chinese pork stocks including WH Group recede as nation’s top planning body cracks down on misconduct, ‘vile speculation’ stoking hog prices

The NDRC said it ‘will crack down on misconduct such as spreading information on price increases, hoarding, inflating prices and vile speculation.’

The move may prompt traders to reassess their bets that China’s pork prices are at the start of a new upward cycle after ending a year-long decline caused by excessive supply

by Zhang Shidong

Source: SCMP

https://www.scmp.com/business/china-bus ... ations-top

[behappyalways]

Ranchers Are Selling Off Their Cattle In Unprecedented Numbers Due To The Drought, And That Has Enormous Implications For 2023
https://www.zerohedge.com/personal-fina ... ht-and-has

[behappyalways]

Brace For Even Higher Beef Prices As Texas Cattle Industry Faces Historic Drought Crisis
https://www.zerohedge.com/commodities/b ... ght-crisis

[behappyalways]

China Taps 'Strategic Pork Reserves' In Largest Monthly Release Yet
https://www.zerohedge.com/commodities/c ... elease-yet