| indeeppigfarmer - 10/4/2017 09:59 The sow herd in China has been liquidated to the tune of twice the US and Canada herd combined over the last several years with not much indication of meaningful expansion taking place there. It is possible that once they figured out that it is much more economical to ship finished product (meat) than raw input( grain) that they will do that for the foreseeable future. Whether or not consumption will keep up, time will tell.
What worries me is that China could liquidate 50% of their sows and if the other 50% moves into modern production still produce more than they ever have.
There is already some movement towards modern production in China, if it ever gets widely accepted, look out below.
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What is the market telling us to raise?
