Suplemento Internacional

Suplemento Internacional2020-12-21T17:43:25-03:00
706, 2021

USDA – Argentina Imposes 30-day Beef Export Ban

On Thursday, May 20, 2021 the government of Argentina imposed a 30-day ban on beef exports. The measure is intended to lower domestic beef prices by temporarily increasing the domestic supply. The implementing resolution exempts exports to markets where Argentina has negotiated quotas. In 2020, Argentina exported 652,177 tons of beef with about 53,000 being exported to the US and [...]

2804, 2021

USDA – Japan: Poultry and Products Update

Japan's chicken meat production in 2021 is projected to remain flat from 2020. A domestic outbreak of highly pathogenic avian influenza will continue to put downward pressure on supply while the lingering effects of the COVID-19 pandemic slow recovery in foodservice demand. Imports are projected to increase only slightly in 2021 as high domestic prices incentivize some processors to increase [...]

1504, 2021

USDA – South Korea: Livestock and Products Semi-annual

While Korea’s overall demand for beef and pork remains strong, imports of these products have declined as a result of the global pandemic. COVID-related restrictions have limited Korea’s Hotel, Restaurant, and Institutional sectors where imported meat is heavily consumed. Conversely, Korea’s market shift to in-home dining has bolstered retail sales of domestically produced meat. Korean cattle producers look to capitalize [...]

604, 2021

USDA – Turkey: Poultry and Poultry Products Semi Annual

According to the Turkish poultry sector, chicken meat production in Turkey in 2021 is expected to grow 1.5 percent to 2.16 million metric tons (MMT) as demand for affordable protein sources to a growing population increases and the industry focuses on exporting to new markets. This growth forecast is lower than previous sector expectations due to the negative impacts of [...]

2903, 2021

USDA – India: Livestock and Products Semi-annual

Indian water buffalo meat (carabeef) and beef (bovine) production in calendar year 2021 is projected to total about 4.1 million metric tons (MMT), three percent above the previous estimate. Rising cattle numbers and improvement in India's domestic supply chain support the anticipated expansion. Also, improving international demand will help lift carabeef exports to 1.4 MMT against the earlier projection of [...]

2203, 2021

USDA – Mexico: Poultry and Products Semi-annual

Mexico’s poultry production is expected to grow in 2021 despite a sluggish economic rebound and ongoing pandemic emergency measures hampering domestic demand. Chicken meat, as well as eggs and egg products, are expected to remain the most popular and affordable animal protein for consumers. In 2020, the poultry sector proved to be resilient in the face of pandemic-related challenges and [...]

1903, 2021

USDA – Japan: Livestock and Products Semi-annual

Cattle stocks are projected to expand in 2021 as the pace of slaughter slows after a strong 2020. Slightly lower carcass weights are expected to keep beef production stable at around 475,000 metric tons (MT). Beef imports will struggle to rebound from a slow 2020 amid sluggish foodservice demand. Swine stocks are projected to expand in 2021 on increased sow [...]

1603, 2021

USDA – European Union: Livestock and Products Semi-annual

Despite the challenges of the coronavirus pandemic and the further spread of African Swine Fever in wild boar westwards into Germany, EU pork production and exports broke a record in 2020. In 2021, a new production record is forecast which is anticipated to lead to increased competition on the global market. With a further contraction of the cattle herd, EU [...]

1503, 2021

USDA – Australia: Livestock and Products Semi-Annual

The Australia beef industry is finally showing signs of entering a much-anticipated herd rebuilding phase. This has firmed FAS/Canberra’s 2021 forecasts of lower cattle slaughter, cattle exports, beef production, and beef exports. With a reduced breeding herd and more females expected to be retained for breeding in 2021, overall cattle slaughter is expected to fall for the second straight year. [...]

1203, 2021

USDA – Argentina: Livestock and Products Semi-annual

Argentine beef exports in 2021 are forecast at 770,000 tons carcass weight equivalent, 50,000 tons lower than in 2020 on lower slaughter inventory due to negative margins, with overall exports heavily dependent on China's demand and market recovery from covid impacts. Cow-calf operators are benefitting from high calf prices. Domestic beef consumption is at a record low to the benefit [...]

1103, 2021

USDA – Brazil: The Brazilian Bovine Genetics Market and US Exports

Bovine semen exports from the United States to Brazil reached a record in 2020, and expectations are that 2021 could be another record year. Brazil is the second largest market for U.S. bovine genetics. Demand for artificial insemination (AI) and high-quality genetics in Brazil is growing by double digits each year, with the cattle sector leading the growth. In recent [...]

803, 2021

USDA – Brazil: Livestock and Products Semi-annual

Post forecasts that the cattle herd will grow at three percent in 2021, and beef production is also forecast to increase three percent, reaching 10.4 million tons Carcass Weight Equivalent (CWE). Post forecasts beef consumption for 2021 at 7.725 million tons (CWE), which is a one percent increase from 2020. Post forecasts a two percent increase in the pig crop [...]

503, 2021

USDA – Brazil: Poultry and Products Semi-annual

Post forecasts chicken production at 14.15 million tons in 2021, growing at a two percent rate due to strong external demand and increased domestic consumption. Consumption for 2021 is forecast at 10.25 million tons Ready to Cook (RTC), growing one percent. Post forecasts that poultry prices will remain elevated in 2021, with strong global meat demand and a relatively devalued [...]

2302, 2021

Sidwell Strategies Week-In-Review: USDA Reports Supportive Grains, Bearish Cattle

Howdy market watchers! What a week in the deep freeze it’s been! Midweek, I was thinking that 15 degrees Fahrenheit never felt so good. Finally, the forecasted highs over the coming 10 days are all above freezing. Now, get ready for muddy conditions. In addition to freezing temperatures right at the peak time of spring calving season that resulted in many calves tragically lost, [...]

1801, 2021

Trade Commentary

by Peter Karaverdian  The Cattle complex is being supported at the moment with a daily swing low that held at 111.55 on January 14th. Still looks strong from here. Not much fundamental out there supporting Live Cattle except the colder blizzards up north in the plains that affects the stock. So, it appears the weather may have slowed the selling [...]

1101, 2021

Considerations on the draft law n.º 2.963, from 2019 – Acquisition of rural property in Brazil, by non-Brazilians

On December 15th, the Brazilian Senate approved the previous draft law n.º 2963, from 2019, that regulates the acquisition of rural property by foreigners. Furthermore, this draft law must be analyzed by the Deputy Chambers of Brazil. Even if the Deputy Chamber approves, the Brazilian President will still have the power to interpose, as he already manifested back in December [...]

1101, 2021

Sidwell Strategies Week-In-Review: New recent highs to start the New Year!

Brady Sidwell Happy New Year market watchers! What a way to end a decade and welcome in a new. The beautiful snow seemed fitting to cleanse us all from a problematic 2020 for a fresh start ahead. Whatever your resolutions for the New Year, there is little doubt we all now recognize that the impossible can happen. We begin 2021 with a renewed [...]

3012, 2020

A brief history of whaling in Brazil: from the ‘Royal Fish’ monopoly to the singularity of large cetaceans as sentient beings

From the next year, the UN Decade of Ocean Science for Sustainable Development (2021-2030) will bring outcomes to expand our perspectives on the current environmental challenges involving the conservation of marine biodiversity and the sustainability of human societies. It seems a very welcome opportunity to dimension the outreach of paradigm shift in human-whale interactions and its repercussions as a cultural [...]

2112, 2020

What is happening and as is to come

Heartland Weekend Hedger Commentary 12/20/2020 Last Saturday's Hedger newsletter ended with this. "Here is the bottom line, it is going to be very difficult for any of the grain commodities to move into a downtrend without a switch to a very rainy pattern in South America. The end-user side for demand continues to grow, and a US dollar that’s going [...]

2112, 2020

Cattle rally into COF Report, which shows light placements as expected

Alan Brugler - Barchart  Mon Dec 21, 7:26AM CST  Live cattle futures closed with 2 to 40 cent gains on Friday. December futures gained $1.12 on the day, and $1.72 on the week. Feeder futures ended the day mostly lower competing with corn, Friday losses were 10 to 52 cents in the front months. The CME Feeder Cattle Index for [...]

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