NASHVILLE, Tenn. (RFD-TV) — Pork producers are tapping the brakes on expansion as margins improve, but uncertainty persists. Rabobank expects the global sow herd to decline in 2026, led by China’s plan to cut a million sows — roughly 2.5 percent of its base — trimming global numbers by about one percent.
With fewer new barns planned, the emphasis shifts to productivity, herd health, and carcass weights, while Brazil’s continued growth partially offsets China’s pullback. Trade is stabilizing but uneven.
Global pork shipments are up about three percent year-over-year through June, and Rabobank sees 2025 ending at or slightly above 2024 levels. Brazil is set to lift its market share from 12% to 15% on broader access and diversified buyers, while the US and the European Union (EU) navigate geopolitical friction with key markets, including China.
Animal disease remains the wild card. African Swine Fever (ASF) pressured Vietnam in 2025 — over 970 cases and more than 100,000 pigs lost — with fresh detections in Romania and Germany. Prices are firm where inventories tightened — EU up 10% YTD, North America 21% — while China’s prices slid 42% year over year on efficiency gains. Limited beef and chicken supplies support pork, but inflation may cause greater concerns in the near term.
Farm-Level Takeaway: Pork producers should prioritize herd health and productivity gains, hedge feed and hogs selectively, and watch Brazil’s export pace and China’s sow policy for price signals.
Tony St. James, RFD-TV Markets Expert
Meat stocks rose seasonally but remain below last year overall, while tighter butter inventories could support dairy prices, and belly stocks warrant close watch for pork markets.
January 26, 2026 03:00 PM
·
A mid-January winter storm delivered snow, ice, and extreme cold to a broad swath of the U.S., disrupting transportation, stressing livestock systems, and adding cost and complexity to winter farm operations as producers look toward spring.
January 26, 2026 01:10 PM
·
Heavier weights and strong late-year slaughter supported December production, but lower annual totals highlight ongoing supply tightness heading into 2026.
January 26, 2026 11:19 AM
·
Strong production and rising stocks may pressure ethanol margins unless demand or exports continue to improve.
January 26, 2026 10:00 AM
·
The National Cattlemen’s Beef Association and Public Lands Council published a joint press release regarding the advancement of legislation to delist the Mexican Gray Wolf from the Endangered Species Act.
January 23, 2026 05:05 PM
Placements and marketings beat expectations, but declining on-feed totals and feeder constraints keep the supply story supportive for cattle prices into 2026. Dr. Derrell Peel, with Oklahoma State University, joined us to break down cattle-on-feed numbers and provide his broader market outlook.
January 23, 2026 04:40 PM
·
