US - Competition for the “grilling dollar” will be tougher this year given the significant increase in supplies of all three main proteins, write Steve Meyer and Len Steiner.Feedlot operators are scrambling to accelerate marketings given the discounted forward prices and seasonal demand weakness in July and August.The large basis is offering a strong incentive to pull cattle forward. Hog producers also appear to have plenty of supply on the ground.Weekly hog slaughter last week should be above 2.2 million head, quite large for end of April. And yet, large as beef and pork supplies are, their increase dwarfs compares to the amount of chicken currently in the pipeline.【芝加哥商品交易所:豬肉供應(yīng)明顯增加】
史蒂夫·邁耶(Steve Meyer)和萊恩·施泰納(Len Steiner)寫道,今年市場受美元影響,競爭會(huì)更加激烈,三個(gè)主要蛋白質(zhì)供應(yīng)有顯然的增添 。養(yǎng)殖場運(yùn)營商競相加快市場節(jié)奏,贈(zèng)出打折的遠(yuǎn)期價(jià)格,七月和八月會(huì)浮現(xiàn)季節(jié)性需求疲軟 。巨大的基礎(chǔ)為拉動(dòng)牛肉市場向前提供了一個(gè)強(qiáng)有力的刺激,現(xiàn)在的生豬生產(chǎn)商宛然也有大量的供應(yīng) 。上周的生豬每周屠宰量應(yīng)該高于220萬頭,遠(yuǎn)高于四月末 。然而,牛肉和豬肉供應(yīng)與當(dāng)前在準(zhǔn)備當(dāng)中的雞肉數(shù)量相形見絀 。
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