Tag: premium

(PDF with charts and additional analysis at https://sitoniaconsulting.com/wp-content/uploads/2026/05/Hogs-Update-May-2026-Sitonia-Consulting.pdf) Summary Prices have remained low with losses mounting for hog breeders. The Ministry of Agriculture announced a new policy that reduces the government’s target for breeding sows by 1.5 million. Policy In May, the Ministry of Agriculture released its Implementation Plan for Comprehensive Regulation and Control of… Continue reading Monthly Hog Update – May 2026

Soybean shipments from Brazil to China were down slightly last week to 2.7 million tons. Shipments from Argentina were 490k tons, and shipments from the US remained relatively small at 137k tons from the Gulf and PNW. Corn shipments from Argentina have picked up, following the resumption of the trade in April. In April, Argentina… Continue reading Soybean shipments to China; Argentina corn shipments increase

Current weather forecasts have some light rain in areas of southern Shaanxi and northwest Hubei from May 27-28, but these are not major production areas. From May 27-29, most of the wheat belt is expected to see sunny weather, which should be beneficial for harvesting. Based on satellite data, harvest is mostly limited to southern… Continue reading Weather forecasts improve as wheat harvest moves north

Hogs Update – May 2026 – 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.

Egg prices at Beijing’s Xinfadi wholesale market were 9.37 yuan per KG at the end of last week. This was up 7.3% over the past week, up 13.3% for the month, and up 39.9% year on year. Egg futures prices on the Dalian exchange have also seen a sharp rally. From the end of April,… Continue reading Egg prices rally after long period of oversupply

Over the past week, Sinograin held 12 auctions of corn with a listed volume of 92k tons. 30.6k tons, or 33.3%, were purchased by the market. There were 5 rounds of corn purchased with a volume of 210k tons. 171k tons, or 81.3%, were purchased. There were 12 reserve rotations with a volume of 155.4k… Continue reading Corn auctions see drop in procurement

Temperatures were mixed last week, with areas of northern China below average and areas of the south and northeast slightly above average. Areas in the northeast saw 10-50mm of rainfall, which helped to replenish soil moisture. Over the weekend, heavy rains continued to hit Hubei, Anhui, and Jiangsu. Most areas of Henan and Shandong did… Continue reading Rains hit southern wheat belt with more expected

In a press conference on Friday, the National Development and Reform Commission said that temperatures in most parts of China will be higher than the same period in previous years. They expect high temperatures to increase electricity demand for air conditioning, that drought conditions in some areas will affect hydropower electricity generation, and that extreme… Continue reading NDRC notes El Nino impact but confident on wheat yields