U.S. hog exports are showing strong demand, and the return of a key buyer could mean even more momentum ahead.
Recent USDA data confirms pork sales to China moved notably as trade tensions begin to ease. Analysts say that it is a positive sign, especially with pork already performing well in recent weeks.
Market analyst Ted Seifried says that pork could be one of the biggest winners from the cooling-off period:
“You know, with that ongoing trade war, although it’s cooled off, it’s great to see China business in there, especially for pork. I’ve been saying for a while that pork might be the biggest beneficiary of this 90-day cool-off period.”
Even before China reentered the picture, pork exports had been running strong. Chip Nellinger says that the added business is a welcome sign for demand.
“You know, even without China in there, it was a strong week. You throw them in there, that’s got to be good news on that demand front. So, but, you know, that demand looks really, really good. And that’s what the third, fourth week in a row here that exports have been pretty stellar in the pork.”
Rabobank’s outlook signals a tightening margin environment, emphasizing the need for cost control, trade stability, and clearer policy signals heading into 2026.
October 31, 2025 11:44 AM
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Farm Bureau Economist Faith Parum discusses key outcomes from the U.S.-China trade agreement and the benefits of expanding trade across Southeast Asia.
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Chris Bliley with Growth Energy discusses ongoing concerns about U.S. ethanol exports and the expansion of market access promised under the Phase One deal between the U.S. and China.
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“It does not extinguish right away here — in any sort of sense — the real profitability concerns and people’s ability to pay bills and get to the other side of this in the very short term. This is where the skepticism builds.”
October 30, 2025 02:20 PM
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U.S. Senator Roger Marshall (R-KS) shares his perspective on the U.S.-China trade developments and their potential impact on American producers, farmers, and ranchers.
October 30, 2025 12:56 PM
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Rich Nelson, a commodity broker for Allendale Inc., joins us to break down what the U.S.-China trade agreement means for the ag economy.
October 30, 2025 12:04 PM
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