Darin Friedrichs

Futures Recap

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Severe thunderstorms and heavy rain forecast for Heilongjiang

Inner Mongolia and Heilongjiang are expected to see very heavy rains and thunderstorms through 8pm Friday as forecasts have become more severe over the past day. Over 24 hours, large areas of Heilongjiang are expected to see up to 200mm (7.9 inches) of rainfall, while areas of Inner Mongolia will see up to 180mm (7.1… Continue reading Severe thunderstorms and heavy rain forecast for Heilongjiang

Protein Price Update

Dairy market sentiment shifts as prices move higher after 5-year decline

Milk prices in China remain near their lows after falling 32% between 2021 and 2026. However, market sentiment is changing as prices have started to rise and capacity has been reduced. Over the past week, wholesale prices were up 0.3% and up 1.0% year on year. In contrast, dairy-related stocks have rallied, with some seeing… Continue reading Dairy market sentiment shifts as prices move higher after 5-year decline

Politburo mention in hog industry in change from last year

Therewere some interesting shifts in language regarding agriculture in the recent summary of the meeting of the Politburo of the CCP. These tend to be high-level outlines, that cover goals related to the economy, trade, technological development, macroeconomic risks, and social development. Last year, the small section about agriculture said they should focus on: Strengthening… Continue reading Politburo mention in hog industry in change from last year

Soybean Update – 2026-07-30

Soybean Update – 20260730 – Sitonia ConsultingDownload… Subscriber content: Sitonia Consulting provides market intelligence on Chinese agricultural markets. For a free trial, please visit here or email info@sitoniaconsulting.com Please login to view this page.

Futures Recap

Latest typhoon brings ‘sauna-like’ conditions and heavy rain to key ag areas

With Typhoon Noul, large areas of China are expected to see heavy rainfall along with hot and humid temperatures. China’s weather service warns that over the next three days, areas ranging from Guangdong in the southeast to Heilongjiang in the northeast will see heavy localized rainfall. Especially for corn and soybeans, heavy rains are expected… Continue reading Latest typhoon brings ‘sauna-like’ conditions and heavy rain to key ag areas

Zhejiang takes a more hands-on approach with large firms to reduce hog capacity

Zhejiang issued a new hog capacity policy, targeting a 4.6% decline in breeding sows as part of the national policy to reduce overcapacity in the hog sector. The province said that as part of the national policy in May that cut the national target from 39 million breeding sows to 37.5 million, the province was… Continue reading Zhejiang takes a more hands-on approach with large firms to reduce hog capacity