Pork producers have had a strong couple of years of profitability recently, resulting in strong balance sheets. Recently, however, they have been in a bit of a rut, and the question remains as to how they will weather the storm.
In speaking with analyst Farha Aslam this week, as part of our agribusiness report, we heard one opinion, that the future strength of pork producers rests on China.
Recently, China has had issues with the health of its hog herds. While China has been importing signifcant amount of US poultry, it has announced that it is going to order only 60 million pounds of pork through December. Ms. Aslam sees that as a potential sign of things to come, that might very well drive the price of pork up and make weathering the storm for pork producers difficult.
For the full interview with Ms. Aslam, including a broad overview of the Agribusiness sector and stock picks, click here.
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