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
The U.S.-Japan tech pact signals long-term investment in bio-innovation, connectivity, and secure supply chains — all of which can strengthen rural manufacturing, ag exports, and digital infrastructure critical to the next generation of farm productivity.
October 28, 2025 11:01 AM
·
Harvest Marches on as River Logistics And Inputs Steer Bids
October 27, 2025 04:09 PM
·
Imported lean beef continues to play a critical role in U.S. hamburger and ground-beef production, with any added volume from Argentina serving as a supplement — not a market overhaul.
October 27, 2025 11:51 AM
·
A fast-moving series of trade signals from the White House and key partners is resetting the near-term outlook for U.S. agriculture.
October 27, 2025 11:41 AM
·
Stay alert for trade announcements—especially border reopening timelines, tariff threats, and developments in Brazil’s export flows.
October 24, 2025 01:56 PM
·
R-CALF USA CEO Bill Bullard joins Market Day Report for his insight on the USDA’s plan to strengthen the U.S. beef industry.
October 24, 2025 01:28 PM
·
Until a phased reopening is inked, plan for tighter feeder availability, firmer basis near border yards, and continued reliance on domestic and Canadian sources.
October 24, 2025 11:42 AM
·
Set targets and use forwards, futures, or options to manage downside while preserving room for rallies.
October 24, 2025 11:05 AM
·
Bangladesh’s buying surge offers temporary relief for U.S. farmers facing weaker Chinese demand, highlighting how global politics can reshape export outlets overnight.
October 24, 2025 10:57 AM
·
