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Rabobank Poultry Quarterly Q421: Global market recovers on improved fundamentals, but southeast Asia struggles

Rabobank Poultry Quarterly Q421: Global market recovers on improved fundamentals, but southeast Asia struggles

This is especially the case for countries in the Americas, where industry profitability has improved. Currently, the big exception is Southeast Asia, where the Delta strain is challenging local conditions.

Rabobank clients can download the full report by clicking here.

Report summary

The global outlook for Q4 2021 is relatively positive, with ongoing strong demand and restricted supply, relatively flat (but high) feed prices, and further increases in trade volumes driven by recovering foodservice. However, in some countries, this has created food inflation concerns. The wild card for the outlook remains Covid-19. Depending on how it develops, Covid-19 could shake up markets and supply discipline in some more fragile places, like Europe and Southeast Asia.

Some highlights from this report include:


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