Transcript
Transcript

Pork Pricing Dynamics – Tariffs & African Swine Fever – 28 May 2019

  • Multi Asset
  • Consumer
  • North America

Specialist

Former C-level Executive at Seaboard Triumph Foods

Agenda

  • US pork pricing analysis and macroeconomic pressures, including the impact of the US-China trade war and African swine fever on China's pigs
  • US market impact following China's pork import cancellation
  • Key companies impacted by swine fever and adjacent categories including grains, oilseeds and other protein alternatives
  • H2 2019 outlook – pricing pressures and China's pork sourcing opinions

Questions

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