IAG Blog Archives:

August 6, 2019 | |

Animal Proteins and Alternatives: All Have the Same Goal, Will Learn to Share

  • ASF forces the issue.
  • Are we talking Craft Beer?

Current world protein consumption is 500 million tonnes. We know the population story of 2050. Protein consumption could double by 2050, if we have enough protein. What will the mix of proteins look like in 2050? What sector sees the most growth? Are we to assume the world ends in 2050; I never see anyone talking about what happens beyond 2050?

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July 2, 2019 | |

USDA Acreage - What Now??

2019 will be like no other – I hope. Where we thought the June acreage report would give us answers, it has left more questions. I have a feeling there will be fireworks in the corn market well past July 4th.

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July 2, 2019 | |

Hog Market Disruption

China is Now the Largest Buyer of US Pork – From 4th to 1st in Six Months - That’s a BIG DEAL

China has become the largest buyer of US pork even with large tariffs. Why hasn’t the hog market responded as expected to the ASF issue in China and increased Chinese imports of pork? I will give you two reasons and then why a rally is getting closer. Speculative money got long live hogs in April anticipating large buying from China would push cash hog prices higher. It was a reasonable theory, but the market stalled as hog export shipments didn’t grow according to the specs plan. The spec net long position has been reduced by nearly 50% as the hog market has gone from $102 to $75. The risk of ASF reaching the US and devastating the market has kept buyers away. Hog futures and speculators got ahead of the story.

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June 21, 2019 | |

Ration Demand

Lost Corn – Do We Need to Ration Demand?

Answer: not unless the crop is less than 85 million planted acres and 164 BPA.

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