Published 29 days ago in Market Analysis
Martina Osmak, Director of Marketing
Irish sheep kill is running above last year because more cull ewes are leaving the flock while fewer lambs reach the plant, and our view is that this points to tighter lamb supply next year.
Published about 1 month ago in Industry Insights
Martina Osmak, Director of Marketing
After a favourable EU audit of Brazilian poultry and a warning that beef may stay out for up to two years, buyers are getting mixed signals, and our view is that the ban is still legally in force for both products but will end very differently for each.
Published about 1 month ago in Industry Insights
Martina Osmak, Director of Marketing
Great Britain confirmed its first bird flu case of the 2026/27 season in a small backyard flock on the Isle of Lewis, and our view is that the case is tiny for supply but is the signal the poultry trade has been waiting for.
Published about 1 month ago in Market Analysis
Martina Osmak, Director of Marketing
The FAO Meat Price Index slipped to 127.9 points in September, level with a year ago, but poultry, pork, beef and lamb moved for very different reasons.
Published about 1 month ago in Industry Insights
Martina Osmak, Director of Marketing
Denmark has halted new and expanded conventional pig production for 12 months, and our view is that the freeze caps future growth in Danish pork rather than touching supply in the next few months.
Published about 1 month ago in Market Analysis
Martina Osmak, Director of Marketing
Brazil, the US and China are all holding fewer cattle, yet EU carcass prices were almost flat in week 38 and Irish prime cattle are still about 70c/kg below last year, and our view is that Europe's calm is a lag, not a sign of loose supply.
Published about 1 month ago in Industry Insights
Martina Osmak, Director of Marketing
Britain has confirmed 2,309 bluetongue cases and restricted zones now cover all of England and Wales, and our view is that the pressure falls on live animal trade in the busiest autumn weeks, not on the meat itself.
Published about 1 month ago in Industry Insights
Martina Osmak, Director of Marketing
Minnesota confirmed bird flu on 1 September, weeks before the usual October start, while Europe's summer count sat at a seasonal low, and our view is that poultry buyers should plan the autumn as if the season has already begun.
Published about 1 month ago in Market Analysis
Martina Osmak, Director of Marketing
German and Dutch pig prices were cut by 15 cents in the same week the EU average fell 1.9%, and our view is that the heat-driven rebound has run out while pig supply is growing again.
Published about 1 month ago in Market Analysis
Martina Osmak, Director of Marketing
Romania's live sheep and goat exports collapsed from over a million animals a year to zero after disease outbreaks, and the EU has approved a phased plan to restart trade, but the immediate effect may be more sheep meat staying inside Europe, not less.
Published about 1 month ago in Market Analysis
Martina Osmak, Director of Marketing
UK prime cattle slaughter rose 3.1% in August while farm unions warn of falling livestock numbers and a new Scottish beef plant plans for 2029, and our view is that this autumn's extra beef is borrowed from next year's supply.
Published about 1 month ago in Industry Insights
Martina Osmak, Director of Marketing
From 1 October 2026 Croatia extends its "anchored price" rule to all products and services, and for meat sold in shops the comparison price stays at 2 May 2025, which we think will move price pressure up the supply chain toward meat suppliers.