Category: Commentary

…   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. Username or E-mail Password Remember Me     Forgot Password

The problem with AI and Chinese data As AI tools become more popular for work, I wanted to point out the potential problem for using them when looking or working with Chinese data. Increasingly, many Chinese websites are blocked outside of China. China blocking certain websites from being accessed from inside of China is common… Continue reading Chinese AI; futures recap

Muyuan reports profits in 2025 despite falling hog prices Hog breeder Muyuan reported that its 2025 revenue was 144.15 billion yuan, up 4.5% year on year, while it achieved a net profit of 15.5 billion yuan, down 13.4% year on year. The company’s average cost of production last year was approximately 12 yuan per KG,… Continue reading Muyuan results; protein prices; 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.

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

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.

Soybean shipments hit a new yearly high of 2.7 million tons over the past week. Since the start of the year, shipments are now at 14.5 million tons, down 3% year on year. Futures Recap…   Subscriber content: Sitonia Consulting provides market intelligence on Chinese agricultural markets. For a free trial, please visit here or email… Continue reading Soybean shipments; futures recap

Hog futures sold off every day this week and hit a new low of 10,215 yuan per ton. This week, prices were down 9.5%. These are the lowest prices since hog futures started trading in 2021, so as prices make new lows, there aren’t any levels of previous support….   Subscriber content: Sitonia Consulting provides… Continue reading Futures Recap

US-China relations and potential for future purchases CBOT soybeans were limit-down yesterday on news that the Trump visit to China was postponed and due to uncertainty about additional soybean purchases. While there is uncertainty around those additional purchases, China has no reason not to continue with its agreement to purchase the 25 million tons per… Continue reading US-China; futures recap

Hog futures fell sharply, with the May contract down over 3%. For rolling front-month futures, this is the lowest that hog futures have traded since being listed in 2021. The selling was mostly limited to the front end of the curve. July futures were down 1.5% but didn’t make new lows, and the September contract… Continue reading Futures Recap