Brazil is expected to ship its first bulk cargo of DDGS to China this week, with another 52k tons in the lineup for March. The start of Brazilian shipments could mark the start of larger Chinese DDGS imports after relatively small volumes in recent years. The US previously exported large volumes of DDGS to China,… Continue reading DDGS imports to expand as Brazil begins exports to China
Author: Darin Friedrichs
Futures Recap
CBOT soybean futures have continued to rally after a social media post by Trump that China was considering increases purchases of US soybeans by 8 million tons. Chinese futures have had almost no reaction to this. During the day session on Friday, No.2 imported soybeans were unchanged for the day, and up marginally in the… Continue reading Futures Recap
Protein Price Update
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Initial hog sales numbers for January mixed
After sales numbers ramped up into the end of last year, the data is mixed from companies that have reported January numbers so far. Muyuan reported sales of 7.0 million, up 0.4% from December, and up 22.3% year on year. Tianbang reported relatively flat sales of 682k, up 3.0% from December, and up 56.0% year… Continue reading Initial hog sales numbers for January mixed
Ag Min releases policy goals as part of Five-Year Plan
The Ministry of Agriculture released a policy document about its plans to implement guidance from the CCP Central Committee and the State Council. In Chinese policy, the highest level of government is going to set directions and goals, in this case, related to agriculture. The Ministry of Agriculture on the national level is now setting… Continue reading Ag Min releases policy goals as part of Five-Year Plan
Weekly Summary and Outlook – January February 6, 2026
This week saw major policy document releases including the No.1 Central Document and the Ministry of Agriculture’s 40-point implementation plan as part of the Five-Year Plan. The main policy points are that the government wants to increase its regulation and supervision of the hog market. Other points are similar to policies in recent years, including… Continue reading Weekly Summary and Outlook – January February 6, 2026
Futures Recap
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Monthly Hog Update – January 2026
Hogs January 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.
Wheat crop development lagging despite higher January temperatures
Temperatures in the northern wheat regions were 1-2C higher than normal in January, with Hebei, Henan, and Shandong provinces seeing temperatures 2-4C above average. There were four cold fronts during the month, with January 17-21 seeing around 5-10cm of snowfall in this region, which was positive for the winter wheat crop. However, even with temperatures… Continue reading Wheat crop development lagging despite higher January temperatures
Henan cash grain prices
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