26 October 2024
14 minute learn
Weekly USDA US beef, pork export gross sales
Beef: Internet US gross sales of 16,700 MT for 2024 had been up 19 % from the earlier week and 11 % from the prior 4-week common. Will increase had been primarily for South Korea (6,500 MT, together with decreases of 400 MT), China (4,600 MT, together with decreases of 100 MT), Taiwan (1,800 MT, together with decreases of 100 MT), Mexico (1,100 MT, together with decreases of 100 MT), and Japan (800 MT, together with decreases of 1,800 MT). Internet gross sales of two,100 MT for 2025 had been reported for South Korea (1,400 MT), Mexico (300 MT), Japan (200 MT), Canada (100 MT), and Hong Kong (100 MT). Exports of 16,100 MT had been up 5 % from the earlier week and 4 % from the prior 4-week common. The locations had been primarily to South Korea (4,400 MT), Japan (3,200 MT), China (2,800 MT), Mexico (1,400 MT), and Canada (800 MT).
Pork: Internet US gross sales of twenty-two,200 MT for 2024 had been down 42 % from the earlier week and 45 % from the prior 4-week common. Will increase primarily for Mexico (17,000 MT, together with decreases of seven,400 MT), China (8,800 MT, together with decreases of 200 MT), Australia (4,700 MT, together with decreases of 100 MT), South Korea (3,200 MT, together with decreases of 4,900 MT), and Canada (1,300 MT, together with decreases of 1,200 MT), had been offset by reductions primarily for Japan (6,900 MT), Malaysia (2,300 MT), Colombia (1,800 MT), the Dominican Republic (1,600 MT), and Hong Kong (700 MT). Internet gross sales of 1,000 MT for 2025 had been reported for South Korea (700 MT) and Australia (300 MT). Exports of 32,100 MT had been down 6 % from the earlier week, however up 16 % from the prior 4-week common. The locations had been primarily to Mexico (11,900 MT), Japan (4,500 MT), China (4,100 MT), South Korea (2,600 MT), and Canada (2,100 MT).
McDonald’s E. coli outbreak investigation continues
McDonald’s has taken Quarter Pounders off the menu in a couple of fifth of its shops as a precautionary measure as an investigation into the reason for the E. coli outbreak continues. The corporate has stopped utilizing the slivered onions in addition to quarter-pound beef patties in a number of states – Colorado, Kansas, Utah and Wyoming, in addition to parts of Idaho, Iowa, Missouri, Montana, Nebraska, Nevada, New Mexico and Oklahoma – whereas the investigation continues. In keeping with The U.S. Facilities for Illness Management and Prevention (CDC), the meat patties are used just for Quarter Pounders, and the slivered onions are used primarily for the Quarter Pounder and never different gadgets. USDA mentioned it’s persevering with to confirm the security of floor beef utilized in Quarter Pounders, indicating a state associate has collected samples from the chain’s floor beef patties for testing. Nonetheless, USDA echoed the indications from CDC and FDA that slivered onions on the contaminated burgers are suspected because the doubtless supply of diseases.
Brazil to battle deforestation with new cattle-tracking system
Brazil is urgent forward with plans to trace its cattle herds because the world’s largest beef producer contends with worldwide stress to stop deforestation attributable to commodity manufacturing. The Brazilian authorities is working with the personal sector to launch an information platform that can permit meat packers to totally hint their provides beginning in 2027, Agriculture Minister Carlos Fávaro mentioned in an interview on the Bloomberg B20 occasion in Sao Paulo. That can permit Brazilian beef to be fully traceable by 2032, he mentioned. Whereas corporations together with JBS SA, Marfrig SA and Minerva SA say they’ve superior in monitoring direct suppliers, a government-backed program would permit a extra strong tracing of oblique suppliers as effectively.
USDA’s annual report on EU dairy business
Word: Efficient January 1, 2021, the UK (UK) accomplished its exit from the European Union (EU), together with commerce between each entities. If not indicated in any other case, on this report, the EU refers back to the present EU27 and excludes the UK.
In 2025, EU all milk deliveries are forecast to quantity to 149.4 million metric tons (MMT), 0.2 % beneath the revised 2024 estimate, with a marginal decline in cows’ milk manufacturing and secure “different” milk manufacturing (primarily from sheep and goats). Low farmer margins mixed with environmental restrictions and illness outbreaks among the many main producers proceed to push some smaller farmers out of manufacturing. This pattern is anticipated to end in declining cow numbers in 2025, which is not going to be absolutely compensated by elevated productiveness, resulting in marginally decrease cows’ milk deliveries in 2025 at 145.3 MMT. In 2024, cows’ milk deliveries are estimated to quantity to 145.6 MMT, 0.3 % above 2023 ranges.
EU common farm gate milk costs partially recovered in early 2024 after which stabilized. Fluid milk home consumption is anticipated to proceed a declining pattern and quantity to 23.5 MMT in 2025, down by 0.3 %. With decrease milk manufacturing in 2025, manufacturing unit use consumption can be forecast to minimally lower by 0.2 % in 2025. This may require dairy processors to rigorously resolve for which merchandise they are going to use the out there milk. Cheese manufacturing continues to be the first output objective of the EU dairy processing business, supported by strong home cheese consumption and continued export demand. Regardless of much less milk out there, EU27 cheese manufacturing in 2025 remains to be forecast to extend by 0.6 % over 2024 ranges, reaching 10.8 MMT.
Each cheese exports and home consumption are forecast to rise in 2025. Growing consumption may very well be boosted by rising incomes and financial restoration, paired with recovered hospitality sector and tourism, whereas exports are benefitting from growing demand for specialty cheeses. In 2025 cheese exports from the EU are anticipated to achieve 1.4 MMT, a rise of a average 0.4 %, as export development is anticipated to be barely constrained by improved home demand within the European Union. EU27 butter manufacturing in 2025 is forecast to quantity to 2.1 MMT, one % beneath the estimated 2024 degree, as a smaller milk provide will favor cheese manufacturing over butter and non-fat dry milk (NFDM).
Declining butter consumption is anticipated to assist decrease manufacturing. The pattern of shopper well being considerations negatively weighing on the demand for butter is anticipated to proceed. In 2024, EU27 butter manufacturing is estimated to lower by 1.4 % because of a rise of cheese manufacturing. Nonetheless, robust butter costs have arrested among the shift out of butter to cheese. 2025 EU27 butter exports are forecast to rebound barely by 4 % from 2024, with falling home consumption ranges permitting for a small export enhance. EU27 NFDM manufacturing in 2025 is forecast at 1.4 MMT, down by 4 % from 2024, because of decrease milk availability, and expectations that weaker Chinese language demand will proceed to weigh on world markets.
In 2025 EU27 exports of NFDM are forecast to lower by 6.8 %. This follows an estimated six % export decline in 2024. Home consumption in 2025 is estimated at 0.68 MMT, down by 1.4 % from 2024 degree, because of barely decrease milk deliveries and cheese manufacturing being favored over different dairy merchandise. This also needs to be prompted by weakening demand from the feed sector, because of an anticipated discount in animal numbers. 3 EU27 entire milk powder (WMP) manufacturing in 2025 is forecast to quantity to 580,000 MT, a decline of 5 % from 2024 ranges, with decrease milk provides favoring cheese manufacturing over different merchandise.
In 2025, EU27 WMP exports are anticipated to lower farther from 2024 ranges, with much less demand from China and powerful competitors from New Zealand in different markets. Concurrently, the home market in 2025 is forecast to say no marginally, with larger costs benefiting using WMP alternate options in meals processing. From a coverage perspective, the EU dairy sector continues to have considerations related to the implementation of the brand new Frequent Agricultural Coverage (CAP) and the EU Inexperienced Deal initiatives, which the business feels are negatively weighing on farmers’ choices to proceed manufacturing. Strengthening EU environmental and local weather mitigation insurance policies might require further, non productive investments and additional erode dairy farming profitability. Nonetheless, due partially to farmers’ considerations, new provisions are being watered down or their implementation delayed.
In 2025, the influence of the warfare in Ukraine on manufacturing prices is forecast to additional weaken. Nonetheless, the EU continues to assist Ukraine, with tariff and quota-free entry for Ukrainian agricultural merchandise to the EU market prolonged till June 5, 2025, however that is having no important influence on the EU dairy sector.
USDA weakened order to stop unfold of H5N1 in dairy cattle after business pushback
USDA weakened an emergency order final spring designed to stop the unfold of the H5N1 virus among the many nation’s dairy cattle after pushback from state and business officers, in accordance with state and federal data seen by Reuters. USDA’s order, launched in April after H5N1 instances had been found in cows in eight states, requires milk-producing dairy cattle transferring throughout state strains to safe a destructive check not more than seven days previous to journey. It additionally permits non-producing cattle headed to slaughter to cross state strains with out a veterinarian’s clear invoice of well being. USDA had initially contemplated extra stringent necessities, together with a three-day time-frame for testing, however responded to business suggestions urging leniency earlier than releasing the order, in accordance with paperwork contained within the data request. Stress-free the order could have enabled extra unfold of the virus, two veterinarians and one dairy business consultant instructed Reuters. They famous logistical constraints to testing animals within the shorter window.
Advisory panel’s draft dietary pointers for 2025-2030: plant-focused, restrict pink meat; business pushback. The Dietary Pointers Advisory Committee (DGAC) is liable for reviewing present vitamin science and offering suggestions for the Dietary Pointers for People, that are up to date each 5 years. The draft report for the 2025-2030 pointers emphasizes a number of key dietary suggestions:
- Emphasize consumption of sure meals: The committee recommends growing the consumption of fruits, greens, legumes, entire grains, nuts, and seafood. These meals are related to quite a few well being advantages, together with lowered threat of continual ailments similar to coronary heart illness and diabetes.
- Restrict sure meals: The draft pointers counsel limiting the consumption of pink and processed meats, refined grains, meals excessive in saturated fat, and salty snacks. These dietary parts are linked to destructive well being outcomes when consumed in extra.
The committee’s strategy includes systematic critiques and meals sample modeling to evaluate the connection between food plan and well being throughout totally different life levels. Moreover, a concentrate on well being fairness ensures that the rules are related to various populations, contemplating elements like socioeconomic standing, race, ethnicity, and tradition.
Julie Anna Potts, the president and CEO of the Meat Institute, expressed considerations concerning the draft suggestions. She described these suggestions as “alarming” and “disappointing,” arguing that they contradict among the Committee’s different findings concerning dietary deficiencies. Potts’ criticism doubtless stems from the rules’ emphasis on decreasing the consumption of pink and processed meats, which she believes might result in dietary gaps if not correctly addressed. The Meat Institute has traditionally advocated for the function of meat in a balanced food plan, emphasizing its dietary advantages. Potts’ feedback replicate a broader business concern that decreasing meat consumption might overlook the significance of meat as a supply of important vitamins, similar to protein, iron, and B nutritional vitamins. The rules’ concentrate on plant-based meals and limiting pink meat could also be seen by business representatives as doubtlessly neglecting these dietary facets.
Chicken flu suspected in 4 Washington farm employees
The Facilities for Illness Management and Prevention deployed a staff to Washington state to evaluate the well being of farm employees who culled poultry affected by fowl flu after 4 employees are presumed to have been contaminated by the virus, U.S. and state well being officers mentioned on Monday. The infections would make Washington the sixth state to establish human instances this yr. The 4 examined presumptively constructive after working at an contaminated egg farm, Washington’s well being division mentioned. The employees suffered gentle respiratory signs and conjunctivitis (pink eye).
USDA’s new poultry cost rule despatched to OMB for overview
USDA has submitted a remaining rule on poultry grower cost programs and capital enhancements to the Workplace of Administration and Finances (OMB) for overview, with launch anticipated in November. The rule goals to deal with cost disparities and transparency considerations in poultry manufacturing. The ultimate rule would suggest amendments to deal with what USDA labels “sure problematic practices associated to poultry grower cost programs and capital enchancment packages” together with “cost disparities and reductions which might be unconnected to commoditized flock efficiency, and transparency considerations associated to further capital investments in poultry manufacturing services and gear.” Nonetheless, with the presidential election nearing, a possible Republican administration might alter or halt its implementation.
China’s pork imports plunge in September amid falling shopper demand
China imported 100,000 MT of pork throughout September, half of the amount from August and 1.4% lower than final yr. By the primary 9 months of this yr, China imported 800,000 MT of pork, 37.3% lower than the identical interval final yr. In the meantime, China’s pork manufacturing slipped 0.8% within the third quarter to 12.59 MMT, falling on an annual foundation for a 3rd consecutive quarter as poor meat consumption hampered slaughter charges. For the primary 9 months of the yr, pork manufacturing fell 1.4% to 42.4 MMT. Meat demand has slowed in China, with consumers tightening their belts to deal with a sluggish financial system. Farmers slaughtered 520.3 million hogs throughout the first 9 months of the yr, down 3.2% from a yr earlier. China’s pig herd on the finish of September was down 3.5% from the earlier yr to 426.94 million head.
Weekly USDA dairy report
CME GROUP CASH MARKETS (10/18) BUTTER: Grade AA closed at $2.6600. The weekly common for Grade AA is $2.6410 (-0.0200). **Up to date** CHEESE: Barrels closed at $2.0100 and 40# blocks at $1.9250. The weekly common for barrels is $1.9370 (+0.0480) and blocks $1.9220 (-0.0020). NONFAT DRY MILK: Grade A closed at $1.3800. The weekly common for Grade A is $1.3590 (+0.0050). DRY WHEY: Further grade dry whey closed at $0.6025. The weekly common for dry whey is $0.5970 (-0.0030).
BUTTER HIGHLIGHTS: Within the East area, retail butter demand is regular, whereas meals service demand is lighter. Within the Central area, busy retail demand is assembly expectations, and meals service demand is relatively lighter. Within the West, butter demand varies from regular to lighter for each sectors. Export demand is stronger. Cream volumes are extensively out there all through the nation. For the Central area, flat market cream multiples had been reported. Butter churning paces are famous as robust or regular throughout the nation. Bulk butter overages vary from 1 to eight cents above market, throughout all areas.
CHEESE HIGHLIGHTS: Cheese manufacturing stays variable all through the U.S. Cheese manufacturing is famous to be regular within the East. Spot milk hundreds have change into extra out there than in current weeks. Demand from each meals service and retail clients is regular. Cheesemakers within the Midwest report combined manufacturing schedules and combined demand. Some contacts say retail orders are robust, whereas others relay seasonally quiet demand. Spot milk costs vary from at Class to $2.50 above Class. Contacts within the West say cheese manufacturing is trending regular to stronger. Some cheesemakers say they’re requesting further spot milk hundreds from handlers. Mozzarella demand stays robust within the area.
FLUID MILK HIGHLIGHTS: Milk manufacturing varies all through the nation. Within the Northeast, farm degree milk manufacturing is seasonally regular. Even with interruptions, regular milk ranges are being reported within the Mid-Atlantic and Southeastern states. Cooler temperatures are enhancing cow consolation within the Central area the place farm degree milk output is rising barely. Regular to stronger numbers are being seen in Southwest, Pacific Northwest, and the mountain states. Greater temperatures and points with heard well being are reported as the primary contributors to weaker output in California. Class I demand for milk continues to be robust far into the college yr. Spot milk costs ranged from Class III to $2.50 over-Class this week. Class II and III demand is regular, and cheese makers say they’re happy with present milk availability. Demand for cream is weaker, and multiples are transferring decrease in all areas as plentiful spot hundreds discover out there finish customers for processing. Condensed skim milk hundreds are extensively out there. Condensed skim milk demand is regular. Cream multiples are 1.25 – 1.35 within the East, 1.00 – 1.32 within the Midwest, and 1.08 – 1.26 within the West.
DRY PRODUCTS HIGHLIGHTS: Low/medium warmth nonfat dry milk (NDM) costs had been regular to decrease in all areas. Lighter Mexican demand is being reported from Western contacts, whereas Central/East area contacts counsel rangebound tones. Dry buttermilk costs had been unchanged within the Central/East, as manufacturing is targeted on contractual want. Dry buttermilk costs had been combined within the West, the place manufacturing is regular. Dry entire milk costs had been regular to decrease this week following gentle demand exterior of contracts. Dry whey costs had been regular to larger nationwide. Dry whey stays in tight provide as processors proceed to focus sources on excessive protein concentrations. Lactose costs moved larger on continued strengthening carbohydrate markets. Whey protein focus 34% costs additionally continued their current and noticeably bullish run. Rennet and acid casein costs held regular on quiet buying and selling exercise exterior of contractual exchanges.
ORGANIC DAIRY MARKET NEWS: The USDA’s Nationwide Natural Normal Board (NOSB) is assembly in Portland Oregon October 20 – 22. The USDA AMS NOP Natural Insider despatched out on November 15 mentioned the upcoming NOSB assembly and famous the NOP Fall 2024 NOSB replace presentation is obtainable within the Natural Integrity Studying Heart. The USDA just lately introduced $11.04 million in funds have been supplied by means of the DBI to assist dairy companies and producers. The Division of Vitality’s Argonne Nationwide Laboratory just lately revealed a report concerning new know-how which may convert dairy wastewater into biofuel and drastically cut back carbon emissions in jets. The variety of natural retail dairy adverts declined on this week’s survey. Essentially the most marketed natural dairy commodity was milk, regardless of showing in fewer adverts than in week 41. Cheese was the 2nd most marketed natural dairy commodity this week, leaping from 4th place final week. Cream cheese and flavored milk had been the one natural dairy commodities not current on this week’s survey, regardless of showing within the week 41 survey.
US NATIONAL RETAIL REPORT: Whole dairy ads decreased for standard and natural gadgets within the week 42 retail advert survey. Essentially the most marketed standard dairy commodity this week was cheese, regardless of showing in fewer adverts than in week 41. In the meantime, the variety of natural cheese adverts grew from final week. The traditional dairy commodity which had the most important share enhance of advert appearances from the earlier survey was eggnog. Standard yogurt overtook ice cream because the 2nd most marketed standard dairy commodity in week 42. Whole standard and natural ice cream adverts declined on this week’s survey.
