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Smithfield in Sioux falls
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Oliver1
Posted 3/29/2020 17:51 (#8149756 - in reply to #8149136)
Subject: RE: It isn't a food safety issue.



Alton, Ia
USDA price last week was $16 for an iso-wean, that pig will walk out in late Sep, as some on here know Dec is worse, and iso break even today would be around $6 for a Dec fat. One more limit down day and you'll be in the free pig = still loser category. We are closer than CF will admit.

https://www.ams.usda.gov/mnreports/nw_ls255.txt

And we've kinda forgotten about ASF, if ASF hits the North American continent, look out below.
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