Sample analysis from Sitonia Consulting — covering China’s soybean, corn, wheat, and hog markets.
The Ministry of Commerce announced that as of June 1, beef imports from Australia have reached 90% of the quantity allowed for Australia under the quota scheme implemented in 2025. After imports reach 100%, beef imports from Australia will face an…
Read moreThe Ministry of Agriculture published updated policy guidance that sets the target for the country’s breeding sow herd at 37.5 million. When this policy was first introduced, the target was 41 million. This was then revised lower to 39 million in…
Read moreBarley imports continued to be strong in March with nearly all of this volume coming from Australia. Compared to Q1 2025, Australia has an even larger market share of barley imports at 82%. The pace of imports has also been strong…
Read moreI 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…
Read moreBrazil 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…
Read moreChina’s breeding sow herd was 39.61 million head at the end of 2025, according to the National Bureau of Statistics. This is down 2.9% year on year and is 101.6% of the normal inventory level. The Ministry of Agriculture and the…
Read moreWith imports of grandparent breeding stock into China currently being disrupted due to avian flu outbreaks in France, it’s a good opportunity to look at the trends and players in the Chinese poultry market. In its China Poultry Annual, the USDA…
Read moreNational average wholesale tomato prices hit 9.02 yuan per KG at the beginning of January, according to market monitoring from the Chinese Ministry of Commerce. This is the highest on record, going back at least 10 years. Prices are up 80%…
Read moreMuch of China’s winter wheat production was planted later than normal due to heavy rains which interfered with field work. Planting was delayed by around 20 days in Henan province, which alone accounts for 26% of national production. Delays were…
Read moreYesterday, 25 large companies met with the National Development and Reform Commission and the Ministry of Agriculture in Beijing to discuss plans to reduce the size of the country’s hog industry. The government reiterated that the sow population needs to be…
Read moreWheat feeding is increasing as wheat and corn are near parity in some markets. In its 2025/26 June WASDE report, the USDA is projecting China’s feed use for wheat unchanged from 2024/25 at 33 million tons. Plotted below is the price spread…
Read moreUrea prices continue to fall with Zhengzhou Commodity Exchange futures trading into new multi-year lows on Tuesday and down 22% year on year, the most of any agricultural-related commodity tracked in the Futures Recap table. Cash prices also continue lower with…
Read moreSubscribers receive daily reports, monthly recaps, and access to the full data portal. Sign up for a free trial to see everything.
Start Your Free Trial