Wheat yields; protein prices; futures recap

Late wheat planting and the effects on yield The National Meteorological Center continued to note this week that areas of wheat growth were primarily distributed in western Shandong and eastern Henan. It’s important to note the distribution of farmland in those provinces. This isn’t like Iowa, where crops are grown across the state. Winter wheat… Continue reading Wheat yields; protein prices; futures recap

March Hog Update

Hogs March 2026Download…   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.

Feed production rises to start the year

Feed production in January and February was 51.85 million tons, up 3.4% year on year, according to the China Feed Industry Association. Corn inclusions in feed were 46.9%, up 1 percentage point compared to December, and up 0.9 percentage points year on year. Meal inclusions were 13.0%, down 0.7 percentage points compared to December, and… Continue reading Feed production rises to start the year

Spread Update; futures recap

Spread Update Corn spreads continue to trade in a narrow range. Corn futures have been relatively steady compared with the volatility seen in oilseed and protein markets. In comparison, meal spreads have seen a large amount of volatility. The May/Sept traded to +76 on March 13 but is now back to a carry of 66.… Continue reading Spread Update; futures recap

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Wheat prices flat in Hubei as local auctions increase

Wheat prices were flat over the past week in Hubei as auctions have increased. Hubei province auctioned 45.6k tons of reserve wheat, ranging from the 2022 to 2024 harvests. 100% of this wheat was purchased by the market and the average price was 2560 yuan per ton.  …   Subscriber content: Sitonia Consulting provides market… Continue reading Wheat prices flat in Hubei as local auctions increase

Why does China want to reduce overcapacity in the hog industry anyway?

I was talking to a journalist yesterday about the situation in China’s hog market for a story they were writing. At one point, they asked why China even cares about overcapacity in the hog industry? These hog companies expand too much, some go out of business, and in the meantime, consumers get really cheap pork.… Continue reading Why does China want to reduce overcapacity in the hog industry anyway?

Spread Update – 2026-03-25

Spread Update 2026-03-25Download…   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.

Price update; futures recap

NBS Price Update Futures Recap…   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.