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| 7078 | Rabobank: Global poultry quarterly Q1 2024 | The 2024 outlook for the global poultry market is moderately positive, with a forecast of 1.5% to 2% growth. Though a decline from the long-term average of 2.5% per year, it’s a sign of recovery from 2023’s 1.1%. | <p style="font-weight: 400;">With declines expected in pork and beef markets, poultry is expected to be the fastest-growing protein in a global animal protein market forecast to grow just 0.4% YOY. Lower input costs, and therefore lower-priced chicken, should help stimulate chicken consumption in 2024 and accelerate growth in the industry.</p> <p style="font-weight: 400;">Most growth is expected in Southeast Asia, the Middle East, and Latin America, but at below-average levels. Producers will need to keep balancing supply growth with relatively slow demand growth, especially in the US, Thailand, Indonesia, and more recently in China and the EU, which have been struggling with oversupply.</p> <p style="font-weight: 400;">Price-driven markets will be an ongoing challenge for producers in 2024, as the industry will still face relatively high costs and potential volatility. As consumer spending power is expected to gradually recover, the focus on prices will be less than in 2023, while demand for higher-value products will improve.</p> <p style="font-weight: 400;">Feed costs will move slightly lower, but global geopolitical issues like the Ukraine war, turmoil in the Middle East, and weather risks could affect feed costs, as well as oil and gas prices.</p> <p style="font-weight: 400;">The fast growth in global trade seen in 2022 and early 2023 has started to slow. Raw chicken will still grow. However, processed poultry meat trade is expected to stay slow in foodservice markets in key import countries, challenging global traders in Brazil, Thailand, and China. But the market will gradually recover on improving consumer spending power. Avian influenza remains a major challenge, with early winter season outbreaks in the Northern Hemisphere and heavy impacts in South Africa. More countries will start vaccination, in addition to biosecurity measures, to address this.</p> <p style="font-weight: 400;">In this ongoing price-driven market context with high and volatile input costs and avian influenza risks, producers should focus on optimal efficiency, procurement, and biosecurity, but improving spending power should gradually lead to improving demand for more premium and value-added products.</p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2024-02-07 00:10:18 | 2025-08-06 05:01:09 | Details Edit Delete | |
| 8108 | Rabobank: Global poultry quarterly Q1 2025 | The global poultry industry is poised for 2.5%-3% growth in 2025, driven by affordability and sustainability, but faces challenges from avian flu and geopolitics. | <p style="font-weight: 400;">The global poultry industry is expected to follow its strong growth momentum in 2024 with another year of 2.5% to 3% predicted global market growth in 2025. This ongoing industry growth is driven by poultry’s affordability in times of pressured spending power, certainly in periods where other proteins are more costly.</p> <p style="font-weight: 400;">Changing patterns, with increased preference for poultry, also supported the growth, as did the industry’s strong marketing and product development power, and some demand recovery after a few years of slow (or negative growth) in several regions following Covid-19 and pressured spending power. A relatively new trend is the customer commitment to sustainability, which is leading to an extra shift to poultry in developed countries due to its relatively lower carbon dioxide footprint compared to other animal proteins.Most of the growth will be in emerging markets in Southeast Asia, Latin America, the Middle East, and Africa. Developed markets will, however, also see ongoing growth, with Europe currently outpacing global market growth.</p> <p style="font-weight: 400;">Global supply growth has remained relatively challenged by the impact of avian influenza and the tight global supply of breeding stock. This is likely to keep some restrictions on development in those regions experiencing the most significant challenges. Operational costs are expected to remain relatively flat due to North America and Brazil’s substantial supply of corn and soybeans. The most critical risks for the outlook are a potential La Niña year and crop-growing developments in Europe. Avian influenza will remain a key challenge for the industry in 2025 and a significant potential disruptor for local markets and global trade. Global trade will stay strong but be impacted by rising geopolitical tensions and ongoing pressure from avian influenza. The move toward a higher focus on food and resource security, the local economy, and more global trade relationships will likely challenge access to several markets. It will create changing trade flows and more volatility in volume and prices. Ongoing challenges in the Middle East will add further stress for global traders due to the ongoing rerouting of trade via the southern route between Europe, the Middle East, Africa,and Asia.</p> <p style="font-weight: 400;">The outlook for 2025 looks positive, but maintaining market balance will be essential to keep the industry’s positive momentum. Recent price drops in the EU, South Africa, and Thailand are wake-up calls for perhaps too optimistic growth. From an investor perspective, the strong momentum will lead to more investment in greenfields, modernization, consolidation, and internationalization.</p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2025-01-20 00:11:16 | 2025-08-06 06:43:17 | Details Edit Delete | |
| 6333 | Rabobank: High prices shaking up global egg supply chains | Global egg prices have reached historic high levels and this has a big impact on the egg supply worldwide. How long will this situation last and are there ways to stabilize supply? Rabobank expects prices to stay relatively high throughout 2023, especially in markets heavily impacted by avian flu, high costs, and regulatory changes. | <p style="font-weight: 400;">In other markets there will be some drop in prices, but not to pre-2021 levels, as lingering high input costs are keeping prices higher. One of the main tools to stabilize markets is better value chain cooperation, especially greater commitment from buyers to offset farmers’ high production risks. The other main strategy is to better control avian flu in heavily affected countries.</p> <p style="font-weight: 400;">Egg prices have reached record-high price levels in many markets. Rabobank’s global egg price monitor reached a new record in Q1 2023, with the index now peaking above 250, which means prices are 2.5 times higher than the reference year of 2007, and have increased more than 100% since this time last year (see Figure 1). Between Q1 2022 and Q1 2023 prices in the US and EU increased by 155% and 62%, respectively, while egg prices in Japan reached JPY 235 in March, their highest level since 2003. Prices in many other markets have reached historic highs as well, including in Thailand, the Philippines, Israel, New Zealand, Nigeria, Kenya, Brazil, Mexico, and Argentina. These sudden price increases have a big impact on players in the egg supply chain – from breeders to producers and further along to customers in retail, foodservice, and food processing.</p> <p style="font-weight: 400;">Historically, egg prices have roughly followed the FAO Food Price Index. Some periods have seen divergences, such as 2007 to 2013, when the industry struggled to pass on high and volatile feed prices. And in 2013 to 2019, egg prices were slightly higher than index’s movements, as demand for eggs was relatively strong while feed costs normalized.</p> <p style="font-weight: 400;">Egg prices followed the food price index when feed prices rose in 2021 and accelerated in 2022, after Russia invaded Ukraine. Since then, egg prices and the food price index have again diverged: Egg prices have kept rising while food prices have started to drop. Some markets, like China and India, are less bullish (so far), with prices up by only 15% to 20%. In Brazil, potential future avian influenza (AI) outbreaks - given cases reported in nearby Argentina, Uruguay, and Bolivia - could yet impact egg prices heavily, especially if the São Paulo region, where there is a high concentration of egg production, is hit.</p> <p style="font-weight: 400;">These high global egg prices reflect a combination of six supply and demand factors. The relevance of each factor differs a bit by region, but in most markets currently facing peaking prices, a combination of the following factors is affecting prices.</p> <ol> <li style="font-weight: 400;">Upward movements in feed costs.Feed represents 60% to 70% of a layer farmer’s costs. Any change – and especially any uncertainty – surrounding feed costs affects egg prices. Global feed prices doubled between mid-2020 and mid-2022. This has had a big impact on the egg industry, as it has been difficult for producers to pass on these higher costs to customers.</li> <li style="font-weight: 400;">The impact of avian influenza outbreaks.AI pressure has been very high over the past two years. In the US, more than 40m layers were depopulated during 2022. In Japan, more than 15m layers have been affected, and in Europe the laying hen flock is down by 3% to 5%.</li> <li style="font-weight: 400;">The aftermath of Covid-19 market disruptions.Many operations scaled down after Covid-19 measures restricted people’s movement, which highly impacted demand.</li> <li style="font-weight: 400;">Regulations.The introduction of male chick culling at the hatchery level in Germany in 2012, for example, has had a big impact on the market. According to market data agency MEG, Germany lost 20% of its laying hens due to this restriction. As Germany is Europe’s largest importer of eggs, this affects the wider EU egg market. Similarly, the introduction of a cage ban for producers in New Zealand has led to a 5%-to-12% drop in laying hens in the country.</li> <li style="font-weight: 400;">Changing consumer behavior.Pressure on consumer spending power due to low economic growth and high inflation during the economic downturn has seen consumers trading down and looking for cheaper protein sources, lifting demand for eggs. </li> <li style="font-weight: 400;">Tight supply caused by uncertainty.Producers are experiencing a lot of uncertainty. Restocking hens on a farm represents a commitment of more than one year of production. This has become more risky, as many buyers do not want to offer volume and price contracts to offset some of producers’ risks. As a result, the lower number of hens restocked by farmers has led to low supply in many markets.</li> </ol> <p style="font-weight: 400;">The egg industry can generally count on the following rule: Price peaks tend to lead to similar price drops one to two years later. This is usually caused by producers’ response to periods of higher margins. They typically increase hen numbers to try to tap into higher prices, thus creating oversupply. We saw this trend in 2009 following Germany’s ban on conventional cages; in 2012 after the introduction of the EU’s conventional cage ban; in 2015 after the US industry’s AI crisis; and in 2017 after the Netherlands’ fipronil crisis.</p> <p style="font-weight: 400;">Rabobank thinks prices will go down in countries and regions with extreme price peaks like the US, Europe, and Japan, but likely not to the sorts of lows we have seen following other crises. This is due to a few factors that are different today.</p> <p style="font-weight: 400;">In general, we expect egg prices to stay relatively high throughout 2023. However, there will be differences between countries. Prices will remain high in countries with persistent AI pressure, restrictions on grandparent stock or breeding stock imports, financing challenges such as a large number of farms with limited access to finance or the US dollar, and countries undergoing regulatory change (like Germany). The fast spread of AI in Latin America, for example, has had a big impact, with prices spiking in the countries most affected by outbreaks.</p> <p style="font-weight: 400;">Other countries will likely see a move back to historical price and volatility levels following these price peaks. Still, ongoing high input costs will mean prices will not return to the low levels seen before 2021.</p> <p style="font-weight: 400;">There is currently great concern about high prices impacting the affordability of eggs for low-income consumers, especially in emerging markets. For these groups, eggs are an important staple food and source of protein and nutrients like vitamins B6, B12, and D. In these markets, eggs are positioned as the most affordable protein and are easy to distribute, as cold chain transport is not needed. If eggs become more expensive and less available for these consumers, it could pose major social and health risks.</p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2023-04-11 00:20:06 | 2025-08-06 06:43:56 | Details Edit Delete | |
| 6549 | Rabobank: High prices shaking up global egg supply chains | Eggs and chicken are the world’s fastest-growing proteins, as the industry has been highly successful over the past 15 years in offering affordable and healthy products to consumers worldwide. But significant price volatility is challenging this. Supply in many markets has been dropping, while prices have risen to historical highs. Consequently, the industry’s growth is currently lower or negative in many markets. | <p>There are also significant value chain impacts. While consumers face high prices and availability issues, suppliers struggle with disease, cost inflation, new regulations, government intervention, changing consumer demand, and limited customer commitment. This has resulted in supply chain disruptions, with considerable price and supply volatility and, in some cases, empty supermarket shelves.</p> <p>Rabobank expects prices to stay relatively high throughout 2023 but lower on average than the levels seen in Q1 2023. Prices will be especially high in markets heavily impacted by avian flu, high costs, and regulatory changes. In other markets, prices will drop but not to pre-2021 levels, as lingering high input costs will keep prices elevated.</p> <p>In the longer term, a refocused and measured approach to better balance market supply and demand, pricing, and risks in the value chain is important. Such an approach should include the key tools of more demand-driven value chain cooperation, including more customer commitment, strategies to reduce the impact of avian influenza and government interventions, and better access to finance for the sector. The egg industry, governments, and other stakeholders will need to join efforts to optimize value chains and link these efforts to industry business models.</p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2023-07-01 00:10:58 | 2025-08-06 06:43:44 | Details Edit Delete | |
| 5929 | Rabobank: How to grow amid challenges and opportunities | Even though global animal protein production is expected to grow modestly in 2023, it will be another year of change for the sector. The industry will face high costs along the full supply chain, swings in consumption, and other areas of uncertainty for producers, such as elevated disease pressure and regulatory and market-driven changes. As a result, margins will be squeezed as buyers push back on higher production costs. But opportunities still exist, although they will be more restricted. | <p style="font-weight: 400;">We see growth favoring value-for-money products, efficient producers and processors, agile companies, exporters advantaged by FX movements, and biosecure producers.</p> <p style="font-weight: 400;">"Some animal protein companies will see 2023 as a year to recalibrate their growth expectations and plans," says Justin Sherrard, Global Strategist - Animal Protein. "Some companies will maintain a near-term focus and strengthen agility so they can roll with the cyclical changes. Other animal protein companies will focus on longer-term growth and start investing and positioning for success given the structural changes ahead."</p> <p style="font-weight: 400;">The overall trend for 2023 is for production growth to slow further, with small gains in some regions but contraction in others for the main terrestrial species. Slow growth is expected in China across all species groups, and ongoing growth is expected in Brazil and Southeast Asia. Oceania will experience slow growth, while North American and European production will contract.</p> <p style="font-weight: 400;">Aquaculture leads global growth across the species groups, once again, and its continuing expansion is supported by its relative independence from agri commodity prices. Poultry is set to maintain its consistent growth pattern, wild catch is set to expand slightly, beef production will decline slightly, and pork will see a decline. </p> <p style="font-weight: 400;">Some key points from the outlook for animal protein in 2023</p> <p style="font-weight: 400;"><em><strong>North America</strong></em></p> <p style="font-weight: 400;">Beef will contract as the US cycle turns and enters a multiyear decline, and poultry will expand on strong demand, despite disease pressure, while pork stabilizes.</p> <p style="font-weight: 400;"><em><strong>Europe</strong></em></p> <p style="font-weight: 400;">Production will come under pressure for all species, on disease risks, market and regulatory-driven changes, and reduced exports. Consumption is expected to hold steady, with poultry benefiting while pork and beef will decline slightly.</p> <p style="font-weight: 400;"><em><strong>China</strong></em></p> <p style="font-weight: 400;">Pork production will see marginal growth, with foodservice restrictions still suppressing demand. Poultry is expected to expand slightly, held back by high costs and uncertainties. Beef will ease. </p> <p style="font-weight: 400;"><em><strong>Brazil</strong></em></p> <p style="font-weight: 400;">Beef production will continue to expand, supported by exports. Chicken and pork production are also set for expansion and export gains. </p> <p style="font-weight: 400;"><strong><em>Southeast Asia</em></strong></p> <p style="font-weight: 400;">Pork production is expected to recover in Vietnam and the Philippines as ASF risks recede. Poultry production is also expanding, slowly, as demand channels continue to recover. </p> <p style="font-weight: 400;"><strong><em>Australia & New Zealand</em></strong></p> <p style="font-weight: 400;">Australia’s beef and sheepmeat production is expected to expand on the back of herd/flock dynamics. In New Zealand, however, beef and sheepmeat production is expected to decline on market pressure. </p> <p style="font-weight: 400;"><strong>Salmon</strong></p> <p style="font-weight: 400;">A strong retail presence will support prices in 2023, despite weakening macroeconomic fundamentals. </p> <p style="font-weight: 400;"><strong>Shrimp</strong></p> <p style="font-weight: 400;">Supply remains strong, despite lower prices and higher costs. Ecuador and Latin America are expected to continue driving farmed shrimp supply in 2023.</p> <p style="font-weight: 400;"><strong>Fish Meal and Fish Oil</strong></p> <p style="font-weight: 400;">Prices of competing commodities support prices for both, which may ease slightly in 2023.</p> <p style="font-weight: 400;"><strong>Alternative Protein</strong></p> <p style="font-weight: 400;">2023 will be a year of consolidation. The recent stellar growth of plant-based products is on hold, and investors are shifting focus. </p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2022-12-09 04:28:52 | 2025-08-04 23:39:07 | Details Edit Delete | |
| 7658 | Rabobank: New consumption trends in China offer opportunities for animal protein | China’s animal protein market has been changing quickly over recent decades. The current and emerging consumption trends offer animal protein companies new areas of opportunity and risk. Both cyclical factors, such as overcapacity and economic slowdown, and structural factors, including changes in demographics and consumer values/perceptions, have been driving this rapid market change. | <p><span lang="DE">For over a year now, the animal protein market has been oversupplied, resulting in sluggish prices and a supply chain that is struggling to manage supply. While we expect decreasing production to balance supply and demand and support prices in the coming year, we believe it’s more important to look beyond the current cycle and redesign business strategies to address longer-term changes in the consumer market.</span></p> <p><span lang="DE">The era of supplying homogenous products to meet basic needs is over. China’s animal protein consumer market has entered a new stage where demand is becoming more sophisticated and a product’s value proposition must go beyond the product itself to include service and even a valued experience for customers.</span></p> <p><span lang="DE">Of all the changes in the consumer market, four stand out: consumers seeking value for money, more emphasis on the "experience economy", rising spending on nutrition and health, and the continuous evolution of distribution channels.</span></p> <p><span lang="DE">Animal protein companies that respond effectively and efficiently to these trends will be well placed to capitalize on the opportunities presented.</span></p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2024-08-16 00:20:46 | 2025-08-06 07:11:16 | Details Edit Delete | |
| 7401 | Rabobank: Pork Industry turning the corner to improved profitability | Global pork production is reaching an inflection point as the industry returns to profitability, even as risks remain ever-present. | <p style="font-weight: 400;">Herd contraction is slowing as the industry recognizes improved supply-demand balance. After several months of decline, sow herd numbers in key regions are beginning to stabilize. With a return to growth in the breeding herd unlikely before late 2024 or early 2025, pork supplies will remain constrained in the coming months. Productivity gains are also boosting production. Better herd health in the US, Canada, and China is helping stabilize production, boosting hog availability.</p> <p style="font-weight: 400;">Lower feed costs are offsetting other cost inflation and enabling the industry to return to profitability. Higher global stocks of grains and oilseeds have reduced feed costs for most producers. Despite early season concerns, a good South American crop has added to the inventory – putting additional pressure on prices. Growing conditions remain top of mind as the Northern Hemisphere enters the 2024 spring planting season.</p> <p style="font-weight: 400;">Pork remains well positioned as a lower-cost protein option for consumers, particularly given the steady increase in beef costs. While lower-cost items continue to see outsize gains and there is a trend toward more frozen product, consumers’ move toward more in-home meal preparation continues to benefit retail pork sales. As the rate of inflation peaks, there should be a gradual recovery in sales of value-added and processed meats.</p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2024-05-31 00:10:23 | 2025-08-05 22:59:08 | Details Edit Delete | |
| 6623 | Rabobank: Pork prices expected to remain high | In the 3rd quarterly report 2023 of the Dutch Rabobank, the market experts are consistently optimistic about the prospects for piglets and slaughter pig prices - mainly because of the persistently low live supply. Pig production for slaughter in the EU-27 and the UK has already fallen by around 10% in the first four months of this year. | <p><span lang="DE">The largest decreases were observed in Denmark (-21%) and the United Kingdom (-17%), followed by the Netherlands (-12%), Germany (-9%), Spain (-7%), Poland (- 7%), France (-6%) and Italy (-5%). For the available quantity of pork in Europe from January to April 2023, Rabobank calculated a minus of around 7% compared to the same period of the previous year.</span></p> <p><span lang="DE">The fact that this volume has fallen less than the production volume is due to the fact that exports from the EU to third countries have also fallen by 18% or 250,000 t - in particular to the Philippines (-62,000 t), to South Korea (-34,000 t) , the United States (-25,000 t) and Japan (-16,000 t). Exports to China remained at an acceptable level in the first four months of the year, down only 4%. For the second half of the year, however, the market experts at Rabobank anticipate lower demand from China.</span></p> <p><span lang="DE">In addition to the low supply, the Rabobank experts see the reduced feed costs as an important factor for good profitability of pig farming in the coming months. The reactions of the feed and grain markets to the grain deal that was not extended between Ukraine and Russia have so far been manageable. The effects of the blockade of the Black Sea routes are also less than a year ago and Ukraine has now also opened up alternative export routes via the Danube. Nevertheless, the situation there should lead to an increased price risk. The dry weather conditions in the US, Canada and the EU would also have a negative impact on yields.</span></p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2023-07-31 00:10:56 | 2025-08-06 06:43:01 | Details Edit Delete | |
| 8216 | Rabobank: Pork producers cautious about herd expansion | Rabobank’s Global Pork Quarterly Q1 2025 report explained how the pork industry remains cautious about herd expansion even with lower feed costs and improved productivity than the previous year. | <p style="font-weight: 400;">According to Chenjun Pan, senior analyst for Animal Protein at Rabobank, potential policy changes by the United States and its trading partners have added uncertainty to labor availability, capital allocation and global trade.</p> <p style="font-weight: 400;">He said President Donald Trump's tariff policies will likely cause some diversion of commodity trade, but the extent of the impact remains uncertain. </p> <p style="font-weight: 400;">Other pork insights included monitoring disease outbreaks that continue to impact markets, such as African swine fever (ASF) in Asia and Europe, along with porcine reproductive and respiratory syndrome virus (PRRSv) worldwide and a recent outbreak of foot and mouth disease (FMD) in Germany.</p> <p style="font-weight: 400;">"Changes to countries’ disease statutes could disrupt global trade,” Rabobank said. “The suspension of German pork imports by several countries highlights how disease poses a challenge to supply chains. Biosecurity will remain a key issue for the industry, with opportunities to invest in improving animal health".</p> <p style="font-weight: 400;">Addressing disease requires investment in animal health, agricultural equipment, automation, digitalization and AI-driven production systems.</p> <p style="font-weight: 400;">Other forward-looking points included in the report were the possible increase in inflation for some regions in 2025, which would put downward pressure on market demand.</p> <p style="font-weight: 400;">Some regional updates on the pork market include North America, with strong hog prices due to tighter suppliers and good demand from packers.</p> <p style="font-weight: 400;">Rabobank also noted that pork prices in China look set to fall in 2025 due to rising production and stagnant demand.</p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2025-03-02 00:09:05 | 2025-08-05 13:40:11 | Details Edit Delete | |
| 6097 | Rabobank: Pork producers cautious on rising uncertainties | Supply is expected to be tight in Q1, with consumption facing uncertainty. Tighter supply in exporting countries will likely limit global pork trade. On the demand side, rising inflation and high stock accumulated in 2022 will pressure import needs. | <p><span lang="DE">Slowing economy weighs on demand, raising uncertainties and volatility - In a slowing economy, while pork is believed to be less impacted than more expensive proteins, there will still be some pressure on consumption. Pressure on household incomes, increased savings, and a potential decline in specific channels can all pressure consumption. Managing inflation will remain important for many governments, with interest rates needing careful calibration against consumer and business confidence.</span></p> <p><span lang="DE">Limited upside for trade in 2023, as supply tightens in exporting countries and rises in importing countries – Trade will likely increase modestly in Q1 2023, mainly due to a low base last year. However, it may find growth difficult to sustain through 2023, given the slow production in major exporting regions, mainly the EU and US. By contrast, Brazil, which continued to grow exports in 2022, is expected to increase production and exports this year. The further recovery/growth in local production in Southeast Asia and China will mean demand for imports eases, particularly in 2H 2023.</span></p> <p><span lang="DE">China re-opening raises opportunities but also uncertainties – As China is the global largest pork market, its reopening will impact the global supply/demand balance. But when, and by how much China’s demand will rebound is uncertain. We expect demand to evolve unevenly, due to ongoing Covid waves, macroeconomic headwinds, and weak business confidence. </span></p> <p><strong><span lang="DE">These are the main highlights:</span></strong></p> <p><strong><span lang="DE">North America:</span></strong><span lang="DE"> The US herd is at an inflection point as the US herd returns to growth, but growth slows in Mexico and Canada. Exports are stronger from the US and Canada as pork is competitive in key markets.</span></p> <p><strong><span lang="DE">Europe:</span></strong><span lang="DE"> Pork production is set to tighten further in 2023, with few exceptions. Pig carcass prices remains supported by tight supply and high input costs.</span></p> <p><strong><span lang="DE">China:</span></strong><span lang="DE"> Pork prices plunge on short-term volatility, oversupply and weak demand on high Covid infection numbers. Demand expected to rebound late Q1.</span></p> <p><strong><span lang="DE">Brazil:</span></strong><span lang="DE"> Easing feed prices should improve margins but Brazil needs stronger Chinese demand to balance supply growth</span></p> <p><strong><span lang="DE">Southeast Asia:</span></strong><span lang="DE"> Southeast Asia will see strong production growth despite ASF impacts and high input costs in 2022. Continuous growth expected in 2023.</span></p> <p><strong><span lang="DE">Japan:</span></strong><span lang="DE"> Pork consumption manages to remain flat and storage capacity will not allow import to increase.</span></p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2023-02-04 00:10:58 | 2025-08-06 06:43:30 | Details Edit Delete | |
| 5987 | Rabobank: Poultry outlook 2023 | The 2023 outlook for the global poultry industry is for strong market conditions, but operational challenges are expected to intensify. For most markets, the outlook for 2023 is positive. | <p>Demand remains strong and supply limited, but the context is changing. An economic downturn will affect market conditions, and ongoing high inflation will pressure consumer spending power. This typically translates to strengthening demand for chicken, eggs, and cheaper cuts, and, in markets where more expensive, slower-growing, and organic options are available, strengthening demand for conventional chicken products.</p> <p><br />Although a rising number of countries are risking oversupply, global markets are expected to stay strong in 2023, with global poultry demand expected to benefit from trading-down. However, in many countries, demand growth will be restricted by tight supply, leading to ongoing high prices. Although chicken is the best positioned protein in terms of affordability, it raises the question of what price consumers are prepared to pay. This could lead to demand destruction, especially among low-income consumers. This is happening globally but especially in emerging markets in Asia, Africa, and Latin America.<br />In addition to these market changes, producers will face key challenges on the operational side, namely feed and energy prices, labor cost and availability, avian influenza (AI), and trade. Although feed prices will be slightly lower than in 2H 2022, feed and other input costs, such as energy, DOC, and labor, are all expected to stay high. Further, in several regions the availability of breeding stock has been tight, restricting expansion. Leading in terms of efficiency, procurement, feed formulation, biosecurity, and flexibility could make a big difference under high-cost production and price-driven market conditions in the coming year.</p> <p><br />We expect global poultry trade to stay strong in 2023, on the back of tight supply conditions, with all major exporters benefiting from high trade volumes and strong prices. The key themes to watch include AI, government interventions, and supply discipline among producers. Government interventions during ongoing periods of high food prices, weak economic conditions, and pressured consumer spending power are important and could include measures such as an opening of imports or restrictions on exports, as we have seen in 2022. This is another factor which could support global traders in 2023.<br />Avian influenza will be a key factor affecting many markets worldwide. The potential spread of AI in South America is particularly important, especially a move into Brazil, which could shake up global markets, particularly if it occurs in key production areas in the South or Center-West regions. Optimal biosecurity, monitoring, and compensation programs will be key, and further discussions about adaptation of vaccination as a tool will become more relevant.</p> <p><br />In this context of major supply and demand volatility, being disciplined in supply is key – the recent oversupply in the US shows how fast markets can turn. Countries like Brazil and Thailand are facing increasing challenges. In the case of Thailand, recovering pork production means rising domestic meat supply.</p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2022-12-30 03:02:00 | 2025-08-06 10:14:24 | Details Edit Delete | |
| 527 | Rabobank: Promising outlook for the global poultry trade in 2018 | <p>“The outlook for the global poultry industry for 2018 is promising”, says Nan-Dirk Mulder, Senior Analyst – Animal Protein at Rabobank. “This promising outlook includes ongoing demand growth in most markets, except China, and low(er) feed prices in 1H 2018, if not longer. But a disciplined supply growth strategy will be needed, especially as uncertainties are rising.”</p> <p>The main concerns for 2018 are a return of AI during the northern hemisphere winter and the increasingly competitive market conditions due to rising red meat supply.</p> <p>Global prices for chicken have remained strong, especially for whole chicken and breast meat, but dark meat prices have fallen. Competition from red meat will grow next year, amid rising supply and softening prices.</p> <p>Global poultry trade will again be hit by volatility, driven by AI, exchange rate volatility, and changes in traders’ procurement strategies in response to earlier scandals in trade. New suppliers will continue to enter the market. Given these growing, but uncertain and more competitive market conditions, supply discipline will be important.</p> <p>Furthermore, China’s industry is struggling, with winter rapidly approaching and many wet markets yet to be closed. This situation could negatively affect prices and global trade. The industry needs to further reduce supply in order to rebalance supply and demand.</p> <p>The Brazilian industry is recovering from the ‘weak flesh’ meat scandal, and exports have returned to 2016 levels after significant drops in Q2 and Q3. However, the risk of Brazilian imports being substituted by new suppliers remains.</p> <p>The EU poultry industry is performing relatively well. This is based on a favourable supply/demand balance in the European market (given restricted production growth in the aftermath of AI earlier in 2017), along with constrained growth in north-western Europe due to environmental regulations, which restrict expansion. Eastern Europe—especially Poland—will keep growing fast, becoming a major trade hub.</p> <p>Currently, the fastest-growing global regions are South-East Asia and Eastern Europe. South (-East) Asia will remain very bullish in the next year, with ongoing growth of more than 5% in most countries like Indonesia, India, the Philippines, and Thailand, driven by strong local demand and Thailand’s clear leadership when it comes to global trade. However, recent expansion of the industry, at 7%, has probably occurred a bit too fast, when taking the current margin pressure into account.</p> <p>The US poultry industry is expected to keep performing well, driven by ongoing strong local market conditions and improved exports, combined with a predicted record-high US corn and soybean harvest. This will likely push feed prices down.</p> | 1 | Industry | 2017-12-18 06:40:46 | 2025-08-06 06:42:47 | Details Edit Delete | |||
| 5865 | Rabobank: Reducing food waste should become a business priority | Over the last few years, several of the world’s largest food retailers and suppliers have committed to the United Nations’ Sustainable Development Goal Target 12.3, which aims to halve per capita global food waste at the retail and consumer levels and to reduce food losses along production and supply chains (including post-harvest losses) by 2030. | <p><span lang="DE">Among them are industry leaders such as Tesco, Carrefour, and Walmart. They have committed to reducing food loss and waste in their operations and in those of their priority suppliers. In addition, they have joined a new initiative called 10x20x30, which brings together 10 of the world’s largest food retailers and providers to engage with 20 of their priority suppliers and aim to halve rates of food loss and waste by 2030.</span></p> <p><span lang="DE">Rabobank in-depth analysis of leading grocery retailers reveals that the hidden costs of food waste are enormous, even at the best-performing chains. For example, we estimate that Tesco's food waste equals GBP 232m in lost sales value, close to 9% of 2021/22 adjusted operating profit.</span></p> <p><span lang="DE">The upside is that reducing food waste is highly achievable. Our analysis indicates that retailers that have set performance targets improved their food waste performance, reducing food waste by 13% to 45% from their target base year. For example, Tesco lowered food waste volume by 45% between FY2016/17 and FY2021/22. The reduction in food waste added approximately GBP 138m to its margins, ~5.2% of operating profit in FY2021/22. Tesco's example highlights a significant opportunity to reduce food waste, save financial costs, and reduce carbon footprint.</span></p> | 1 | Technology | adrian.lazar@industriacarnii.ro | 2022-11-18 04:38:58 | 2025-08-06 06:42:34 | Details Edit Delete | |
| 365 | Rabobank: The global pork production expected to rise | The global pork production is forecast to continue to increase mainly driven by China, the US, Canada, and Brazil, according to Rabobank's latest "Pork Quarterly Q4 2017" report. | <p> </p> <p>RaboResearch’s latest global Pork Quarterly also indicates that although China's pork imports have slowed down, they are likely to recover later this year.</p> <p>“The most significant story in global pork markets has been the substantial decline in China’s imports in recent months, which creates a risk of over-supplied global markets,” says Chenjun Pan, RaboResearch Senior Analyst – Animal Protein. “However, we do expect China’s imports to pick up somewhat over the rest of the year.” While the Rabobank Five-Nation Hog Price Index suggests a stronger pricing trend, the major importing countries will likely maintain steady import growth.</p> <p>China’s pork farming structure has been impacted by stricter environmental policy enforcement. Despite the exit of many small farms, we maintain our forecast for 2017, with production increasing by 2%. Prices will continue the downward trend, after holding at strong levels in summer. Pork imports were down by 27% in the first eight months, but may rebound over Q4 2017.</p> <p>China’s import demand has been one area of distortion in global pork markets over the past one to two years, and a diversion in prices for certain cuts has been another. “Pork bellies have reached record levels in the US and some other markets, driven by strong demand, especially from foodservice,” says Justin Sherrard, RaboResearch Global Strategist – Animal Protein.</p> | 1 | Market | 2017-11-06 07:20:00 | 2025-08-06 01:06:25 | Details Edit Delete | ||
| 5095 | Rapid price changes observed in the Chinese pork market | Pig prices are going up fast, a signal that oversupply in the domestic market may be over soon. | <p>Pig prices in the Chinese market have advanced by more than 50% between October 7th and the first week of November. That may trigger another pork imports frenzy, according to a recent commentary from Jim Long, President and CEO of Genesus Inc. "No one pays more than they have to. On October 7th packers paid 11.54 RMB ($1.80) per kilo because they could and producers sold for that. Now in a month, the price for a market hog has increased by $100 per head. We believe we have seen a real indication of fewer hogs coming to market due to disease (ASF, PRRS, PED) and the liquidation of the national herd due to huge financial losses from hogs selling for $150-200 per head below the cost of production," he said.<br />At the beginning of November, pig prices in China have jumped by 5.5 RMB ($0.86)/kg compared with the previous month. China is expected to increase pork imports for the last two months of 2021, as the demand is growing due to preparations for the Chinese New Year holiday. "We expect China’s increasing hog price will lead to more pork imports. This will support hog prices in North America and Europe in the future. The key will be which slaughter plants are approved for China imports. Many in Europe and Canada delisted. In the USA almost none delisted," observed Mr. Long.<br />Meantime, pig farms in China are looking for piglets and feeder pugs to restock their inventory. That caused a jump of 150% in prices for 15-kilo pigs, from $40 a few months ago to almost $100. "US pork sales to China in the last two weeks are over 21,000 tonnes. We understand it takes about two months from sale to get pork delivered. The 21,000 tonnes are stronger than the last few months. Pork sales are an indicator of the buyer's thoughts on China's pork supply two months from now. We believe China pork buyers are seeing the big pork supply decrease is here. USDA projected in August a 14% decrease in China pork production in 2022. We believe it will be at least 20%," adder Jim Long.</p> | 1 | Market | 2021-11-19 07:06:54 | 2025-08-05 20:28:55 | Details Edit Delete | ||
| 4669 | RAPS acquires majority share in spice firm Biova | With retroactive effect from January 1, 2021, RAPS GmbH & Co. KG has acquired a majority stake in Biova GmbH. The move sees the well-established supplier of spices and food ingredients focus on growth through strategic acquisition, including the specific expansion of its range and expertise in organic spices. Biova, based in Wildberg near Stuttgart, will continue to operate as an independent subsidiary. | <p>With high-quality and exotic natural salts, peppers, sugars, spices and chilies, the Biova brand has become well established since the company was founded in 2003, and has steadily expanded its portfolio of organic products ever since. Customers include leading suppliers of branded spices, as well as trendy newcomer brands, and Biova's own brand is also available direct to consumers.</p> <p>RAPS acquisition of the majority share opens up new markets and sales channels for Biova, especially in other European countries. RAPS, on the other hand, will benefit from the ingredient specialist's comprehensive know-how, and will be able to expand its organic portfolio with a variety of new and unusual spices, salts and creative blends. Biova GmbH, with around 20 employees, is set for further expansion and will remain under the management of founder Raphael Deckert, at the Wildberg site.</p> <p>He comments: "Passing the company, which we have built up with great commitment over many years, into new hands is a huge step. Yet with RAPS, we now have a strong partner at our side who will enable our team to grow, enter completely new markets and provide financial back-up to allow us to do so. With this established company, we have found exactly what we were looking for: Experience, comprehensive support for further successful growth and plenty of freedom for development."</p> <p>Florian Knell, CEO of the RAPS Group, is also extremely happy with the arrangement: "We are very pleased to have been able to add Biova GmbH to the RAPS family. With the acquisition, we want to grow further, expand the range of high-quality organic products and thus meet increasing demand. Biova is a good fit for us, because as a medium-sized, family-owned company, values such as sustainability, trust and quality are what matter most to us."</p> | 1 | Technology | adrian.lazar@industriacarnii.ro | 2021-05-07 07:08:23 | 2025-08-05 17:41:49 | Details Edit Delete | |
| 5016 | RAPS launches five authentically exotic liquid seasonings | With its new liquid seasonings, which provide an ideal basis for creative convenience dishes, spice expert RAPS brings a taste of the Far East to professional kitchens. The condiments impress with authentic spices from Japanese and Korean cuisine, and fresh, intense flavour profiles. They spice up fish, meat, vegetable and noodle soup dishes, as well as stews - without requiring additional flavoring - and the practical squeeze bottle allows for precise dosing. The ingredients rely on the RAPS maxim of maximum cleanness. | <p style="font-weight: 400;">Traditional Asian food stalls have been an integral part of the food culture in Germany for quite a while now. Dishes such as ramen, the typical Japanese noodle soup, are particularly trendy among younger generations. That’s why the Culinary Excellence team at RAPS has developed a new product range that provides a liquid basis for exciting new flavour combinations. Prepared with authentically exotic ingredients of the highest quality, the liquid seasonings are also suitable for the European interpretation of Far Eastern classics. Wholesome meals with vegetables, fish or meat as the centerpiece can be created just as easily as sandwiches or salads.</p> <p style="font-weight: 400;">The unique Japanese ramen taste is provided by the seasonings “Chicken Ramen” and “Beef Ramen”, refined with soy sauce, ginger and fish sauce. Three of the five new products are vegan and can be labelled accordingly: The flavour of “Teri Tori” is a fusion between teriyaki and yakitori spices, and is popular in Japan for seasoning meat, vegetable and fish dishes. “Bulgogi” is a Korean cuisine classic also known as “meat of fire”. The slightly fiery flavour is based on apple juice concentrate, miso paste and chilli. The seasoning “Shichimi Togarashi” conjures up a fruity-sweet orange taste combined with ginger and chilli flavours.</p> <p style="font-weight: 400;">The practical 1.2 kilograms squeeze bottles enable ideal dosing and ultimate convenience. The liquid seasonings have a long shelf life and do not need to be refrigerated, making them easy to store. They were developed for professional use in restaurants, canteens, food trucks and hot buffets, but are also available from retailers for home use. A large selection of creative recipe ideas is available on the RAPS recipe platform myRAzept. </p> | 1 | Industry | adrian.lazar@industriacarnii.ro | 2021-10-19 11:30:10 | 2025-08-06 09:52:46 | Details Edit Delete | |
| 3040 | RAPS launches new solutions for cooked ham products | The building of a block system for the flexible use of injection brines and seasonings allows producers to achieve 'tender and succulent' qualities for cooked ham. | <p>German company RAPS is adapting its machines to the new trend seen in the market such as dietary demand from health-conscious consumers for low-fat products. One of the products that suit this trend is the cooked ham and RAPS is presenting a technical solution that allows finely balanced brines and seasonings to be flexibly combined depending on the application and flavour preference.<br />The compositions of both RA-LAK injection brines and LAK-TOP seasonings enable the production of exciting cooked ham products, e.g. with barbecue, butter, coffee, Mediterranean, asparagus, umami, juniper or cured meat flavours.<br />The powder form LAK-TOP seasonings are added directly to the brine. What makes it even more impressive is that thanks to the separate dosage of injection brines and seasonings, the intensity of flavour can be individually adjusted. By using the residual brines, particularly economical small-scale production of ham specialties is also possible.<br />Finally, decorative seasonings provide the perfect appearance and mouthwatering flavour sensations. In addition to various classics with local or Mediterranean herbs, flavourings such as Bacon, Rodeo, Colorado, Marengo or Samba not only add a splash of colour but also an exotic flavour, while lemon or orange pepper, as well as freeze-dried asparagus, add extra finesse.<br />"Besides a well-rounded flavour and an appetizing visual appearance, the focus is always on the perfect degree of succulence. The control of pH is therefore of primary importance, as it is essential for water binding, slice consistency, optimum curing and, above all, the shelf life of cooked ham products. In the development of its new liquid and powder form injection brines, RAPS has paid particular attention to optimum functionality. What’s more, the experts at RAPS offer detailed advice on all aspects of cooked ham products, dealing with topics such as meat selection, cutting, yield, slice consistency, brine, and injection, as well as injection rates, tumbling and moulding, cooking and cooling. Starting in autumn 2019, seminars covering the topics of 'tender and succulent' and the preparation of cooked ham specialties will be held", announced the company in a press release.<br />In addition to products for organic cooked ham, a specific VLOG-approved injection brine has also been developed for the industry (VLOG = certified GMO-free according to the German VLOG “ohne Gentechnik” production and certification standard).</p> | 1 | Technology | 2019-06-27 07:43:58 | 2025-08-05 17:55:18 | Details Edit Delete | ||
| 6138 | RAPS launches two new Magic Marinades flavours | Two new Magic Marinades from spice expert RAPS promise a flavourful 2023 barbecue season: the apple-hibiscus variety brings fruity-fresh flavours, while the roast chicken offering guarantees fried, spicy meat vibes. The two new additions complement the 40-strong range of flavours, all of which are palm oil-free and label-friendly, thus whetting consumer appetites for new and exciting taste adventures. | <p><span lang="DE">With its fruity notes, the apple-hibiscus marinade perfectly replicates the taste of summer. The RAPS flavour experts’ innovation combines apple powder and ground hibiscus blossoms with spicy black cumin, smoked salt and paprika, and a hint of orange oil. The seasoning is ideal for marinating grilled specialities of beef, pork, poultry and lamb, as well as fish and vegetables. The second creation - roast chicken style - is based on the irresistible taste of roast chicken and contains paprika, curry, rosemary and chilli flavours. This marinade is ideal for poultry and convenience specialities.</span></p> <p><span lang="DE">The two new additions to the RAPS range are pure oil marinades containing herbs and spices that are homogeneously distributed. They promise a glossy, fresh and appetising appearance, and help seal in flavoursome juices. Furthermore, they are palm oil free and contain no additives, allergens or yeast extracts that need to be declared on the label, and are available in ready-to-use 2.5 and 4.5kg containers.</span></p> <p><span lang="DE">Jochen Birkert, Product Manager at RAPS, says: "With our versatile Magic Marinade portfolio, it's easy to bring variety to meat counters and guarantee something for every taste. Our two new marinades reflect this year’s barbecue trends: new and familiar flavours alongside exciting new innovations."</span></p> | 1 | Market | adrian.lazar@industriacarnii.ro | 2023-02-16 00:05:59 | 2025-08-06 04:57:29 | Details Edit Delete | |
| 6488 | RAPS launches vegan chicken alternative | The Plantfix Chicken Style dry mix contains everything needed for a delicious meat alternative: textured pea protein provides the right consistency and anticipated light beige colour, while the specially developed chicken seasoning ensures authentic taste. Together with oil and ice water, it becomes a mass that can be shaped as desired. | <p style="font-weight: 400;">The RAPS Plantfix range perfectly addresses growing demand for plant-based alternative products thanks to its ease of handling and processing. In principle, no equipment is required for mixing with oil and ice water; depending on the quantity, a mixer or cutter can be used. The mixture is then shaped into the desired form and cooled. The complete mixes are designed to form a meat-like texture during preparation and convince with a delicious chicken taste. What’s more, they do not contain any declarable allergens or flavour-enhancing additives.</p> <p style="font-weight: 400;">Plantfix Chicken is suitable as a basis for numerous products and variations. In addition to vegetable barbecue skewers, it is also easy to make a vegan equivalent to chicken nuggets. As a dry product, the Fix mixture does not need to be refrigerated, and the finished products have optimal freeze-thaw stability. This also makes for numerous creative applications for the food service sector.</p> <p style="font-weight: 400;">In addition to the chicken variant, RAPS offers two other Plantfix options for alternative grilled delights. While the vegan burger patty is characterised by a spicy-smoky flavour with onions and pepper, the Plantfix Cevapcici promises fresh herbal notes with marjoram and thyme. All Plantfix mixes are available in handy bags and equate to about 2.5kg of the meat alternative.</p> <p style="font-weight: 400;">Melanie Flachsenberger, Product Manager at RAPS, comments: "The right counter selection enables customers to do all their shopping for a barbecue in one go - even if there are guests with different dietary preferences. For summer barbecue skewers, chicken is a must-have, and the same goes for the vegan chicken alternative that can be made with minimal effort using our premixes".</p> | 1 | Technology | adrian.lazar@industriacarnii.ro | 2023-06-08 00:05:42 | 2025-08-05 11:29:17 | Details Edit Delete |
