Flying Pigs Updated .. . .
When Pigs Fly: Chinese Piglet Prices Hit Record High On Virus Disruptions
National Hog Farmer: Get acquainted with Global Mega Producers
The trade war is making U.S. pork producers squeal
The world's leading pig producers and processors
.pdf 2015 Pork Powerhouses
Of course, for any of this to matter... the trade war has to stay cooled off, rather than morph into something more virulent... and global transportation systems have to work... to enable shipping food to China...
Those following here will know that I think China has been lying, and continues lying, about the nature of the impact that the virus is having in China now. Wuhan will probably prove to be one of the more gruesome stories in the world history of contagion when the whole truth is known. But, for now, while China puts a brave face on it and claims a return to normalcy... none of the indicators that would show that happening appear to show that happening... and it is a known they''re working hard at artificially showing improvement that isn't occurring.
That effort can't be sustained for very long... within a month or two... just as the U.S. is entering the worst of the exponential expansion phase... as Seattle begins looking like Wuhan... China should start to level out a bit... As the dust finally begins to settle we'll begin to see what the nature of the future requirement to feed China will look like. We know the pig population in China was decimated. The numbers require the herd can't be reconstituted all that quickly. The chickens, too, last we heard, were being culled for an outbreak of H5N1... but we don't know how that's going now... the news not to be trusted anyway.
Timing questions dominate, first in the virus impact timing, but amplified along with uncertainty about what it will do HERE, which in the U.S. has not yet even been considered properly in real context... people still don't believe it could or would happen... but it can... and it will... with uncertain effect. Timing in China... mostly about the relative resiliency of systems, now... and the issues of the impacts, post virus, that it will have on both the politics and economics in the future... with a massive cloud of uncertainty hanging over them. Those issues won't even begin to emerge meaningfully... until spring... AFTER the all clear is sounded.
Triangulating the demand versus supply... against the possibility of sustaining transportation in commerce ?
That, and triangulating the physical trade in commodities versus market impacts that are only beginning ?
Charts say its WAY too early for TSN... for a few others... charts not looking quite so dire right now...
But, it is still early days in the ongoing stock market correction... far too soon to tell what will happen in the next few days, much less weeks, or months... but it will be a months long challenge that has to be met... and there's a lot more than can go wrong, from here, than is likely to occur as a pleasant surprise...
Wait for it...
JBS is a worldwide leader in animal protein production, with production facilities, sales offices, feedlots, distribution centers and transportation hubs at locations in local neighborhoods and around the world. JBS USA is a leading processor of beef, pork and lamb in the United States, a leading processor of beef in Canada and the largest cattle feeder in the world with operations in the United States and Canada. The company is also a majority shareholder of Pilgrim’s Pride Corp. JBS USA represents the North American arm of JBS S.A., the world’s leading animal protein processor. jbssa.com
The JBS subsidary that does chicken:JBS USA Holdings, Inc. holds a 78.5% controlling interest in Pilgrim’s Pride Corporation
Seaboard Foods is an integrated food company producing premium pork products for both domestic and international markets. A total of 2,164 employees raise more than 6.5 million market pigs a year. Seaboard Foods’ farm operations supply animals for the processing plant in Guymon, Okla., and producer-owners of the St. Joseph, Mo., plant supply the animals to the St. Joseph processing plant. The company has seven feed mills nationwide, producing 2.4 tons of feed a year for its hog farms. Seaboard also owns High Plains Bioenergy, which supports the use of sustainable energy from and for the Seaboard Foods’ system. |
