CLAL.it Agrifood

13/03/2026

🌍 13 March 2026 - 𝐏𝐢𝐠𝐬: 𝐂𝐡𝐢𝐧𝐚 𝐫𝐞𝐝𝐮𝐜𝐞𝐬 𝐢𝐦𝐩𝐨𝐫𝐭𝐬, 𝐛𝐮𝐭 𝐞𝐱𝐜𝐞𝐬𝐬 𝐬𝐮𝐩𝐩𝐥𝐲 𝐰𝐞𝐢𝐠𝐡𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐝𝐨𝐦𝐞𝐬𝐭𝐢𝐜 𝐦𝐚𝐫𝐤𝐞𝐭

China is strengthening its self-sufficiency in the pig sector, while at the same time reducing its dependence on imports. The 𝐒𝐄𝐋𝐅-𝐒𝐔𝐅𝐅𝐈𝐂𝐈𝐄𝐍𝐂𝐘 𝐑𝐀𝐓𝐄 rose from 97.9% in 2024 to 98% in 2025, with prospects for a further increase in 2026.

According to USDA data, the increase is supported by the growth of 𝐃𝐎𝐌𝐄𝐒𝐓𝐈𝐂 𝐏𝐑𝐎𝐃𝐔𝐂𝐓𝐈𝐎𝐍: in 2025, 703 million pigs were slaughtered, compared to 702.56 million in 2024, resulting in an increase in pork production from 57.06 to 57.15 million tonnes. At the same time, pork imports decreased by 6% compared to the previous year, confirming the strengthening of the domestic supply chain.

Despite these results, the domestic market shows signs of imbalance. According to recent news, the Chinese government has invited farmers to 𝐂𝐎𝐍𝐓𝐀𝐈𝐍 𝐏𝐑𝐎𝐃𝐔𝐂𝐓𝐈𝐎𝐍 to counter excess supply and weak demand. During a meeting with the main operators in the sector, the Ministry of Agriculture urged them to respect the production limits set in 2025 and to introduce a registration system to improve the monitoring of the sector.

Prices also reflect this pressure: in December 𝐏𝐎𝐑𝐊 𝐏𝐑𝐈𝐂𝐄𝐒 continued to decline, extending the streak of decreases, most likely due to weak demand, economic stagnation, but also changes in consumer tastes. In January 2026 there was a timid reversal of trend, with a first increase in quotations, a sign of a possible rebalancing of the market after the phase of strong pressure caused by excess supply.

For further information:
🔗China: pork self-sufficiency rate: https://teseo.clal.it/?section=atlas-meat-world&c=CH
🔗China: pork balance sheet: https://teseo.clal.it/?section=usda_suini&id_area=CH&cod_prod=0113000 #
🔗China: imports of pork and processed pork products: https://teseo.clal.it/?section=trade-suiniCarni-country&iso=CN&mov=I
🔗China: animal protein prices: https://teseo.clal.it/?section=china-livestock-prices

Have a nice Sunday, Marika De Vincenzi

12/09/2025

Amul: the future is in Proteins and the Cooperative, not in the stock exchange - CLAL News
By: The CLAL Team and Leo Bertozzi “Value, not volume, will drive our export growth,” said Jayen Mehta, General Manager of Indian GCMMF Ltd., explaining his strategy to expand Amul’s exports even in the face of rising U.S. tariffs. Back… Read more ›

By: The CLAL Team and Leo Bertozzi “Value, not volume, will drive our export growth,” said Jayen Mehta, General Manager of Indian GCMMF Ltd., explaining his strategy to expand Amul’s exports even in the face of rising U.S. tariffs. Back…Read more ›

31/07/2025

The changing landscape of Livestock Diseases in 2025 - CLAL News
By: Alberto Lancellotti In recent months, various animal diseases have raised increasing concern across the livestock sector, both globally and at the regional level. Below is a summary of the latest updates regarding these critical issues, with a specific focus… Read more ›

By: Alberto Lancellotti In recent months, various animal diseases have raised increasing concern across the livestock sector, both globally and at the regional level. Below is a summary of the latest updates regarding these critical issues, with a specific focus…Read more ›

17/04/2025

In a context of uncertainty linked to the possible introduction of new tariffs by the United States on dairy products, 𝗺𝗼𝗻𝗶𝘁𝗼𝗿𝗶𝗻𝗴 𝘁𝗿𝗮𝗱𝗲 𝗳𝗹𝗼𝘄𝘀 𝗶𝘀 𝗲𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹.
With the new CLAL Slideshow dedicated to the USA, it is possible to understand which 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝘀 are involved and which are the partner 𝗖𝗼𝘂𝗻𝘁𝗿𝗶𝗲𝘀, with particular attention to the role of Europe, which stands out as a key supplier of Cheeses, and specifically 𝗜𝘁𝗮𝗹𝘆.

Moreover, the CLAL Slideshows - designed for the needs of CLAL Sponsors - are updated in 𝗿𝗲𝗮𝗹 𝘁𝗶𝗺𝗲 and allow you to monitor the situation continuously, to 𝗽𝗿𝗼𝗺𝗽𝘁𝗹𝘆 𝗮𝘀𝘀𝗲𝘀𝘀 𝘁𝗵𝗲 𝗶𝗺𝗽𝗮𝗰𝘁𝘀 deriving from the possible adoption of new trade tariffs.

View the Slideshow for free > https://www.clal.it/en/?section=slideshow_usa #

16/04/2025

Corn and Ethanol: a Strategic Connection - CLAL News
By: Alberto Lancellotti Ethanol production has been increasing significantly in recent months, with growth rates exceeding 4% between November 2024 and April 2025. This trend reflects the strong long-term growth expectations for the U.S. market, where rising demand for biofuels… Read more ›

By: Alberto Lancellotti Ethanol production has been increasing significantly in recent months, with growth rates exceeding 4% between November 2024 and April 2025. This trend reflects the strong long-term growth expectations for the U.S. market, where rising demand for biofuels…Read more ›

17/09/2024

CBAM and Fertilizers: focus on EU-27 - CLAL News
There are more and more measures implemented within the European Union aiming at reducing the environmental impact of production. However, that risks to reduce the competitiveness of local production compared to those in other countries with less stringent environmental restrictions. Therefore, it… Read more ›

There are more and more measures implemented within the European Union aiming at reducing the environmental impact of production. However, that risks to reduce the competitiveness of local production compared to those in other countries with less stringent environmental restrictions. Therefore, it.....

26/07/2024

CHINA: the effect of the economic trends on the agrifood sector - CLAL News
By: Marika De Vincenzi, Elisa Donegatti, Mirco De Vincenzi, Ester Venturelli The slowdown of the Chinese economy has reached such a level that it has prompted the Chinese Central Bank to decide to lower interest rates with the aim of… Read more ›

By: Marika De Vincenzi, Elisa Donegatti, Mirco De Vincenzi, Ester Venturelli The slowdown of the Chinese economy has reached such a level that it has prompted the Chinese Central Bank to decide to lower interest rates with the aim of…Read more ›

09/07/2024

India and its agrifood markets | new CLAL analysis - CLAL News
India, with an agricultural area that barely surpasses that of EU-27, faced the challenge of feeding over one billion four hundred thousand people by increasing its agri-food production. During this process, India became the World Largest producer of Milk (cow… Read more ›

India, with an agricultural area that barely surpasses that of EU-27, faced the challenge of feeding over one billion four hundred thousand people by increasing its agri-food production. During this process, India became the World Largest producer of Milk (cow…Read more ›

28/06/2024

On June 27th Alberto Lancellotti and Mirco De Vincenzi, senior analysts of the Clal Team, attended the celebrations for the U.S. Independence Day at the U.S. Embassy to Italy - Ambasciata Americana a Roma.
Thank you to Ornella Bettini (Senior Agricultural Specialist - Ambasciata USA in Roma) and Charles Rush (Regional Agricultural Attachè - Ambasciata USA in Roma) for inviting us and for the warm welcome!

30/05/2024

China: Increasing Demand for Grains - CLAL News
By: Elisa Donegatti and Ester Venturelli Since September 2023, China has accelerated its purchases in the grain markets (+26.3% from January to April 2024). Although this growth involves various products, two stand out in particular: Barley and Sorghum. Imports of… Read more ›

By: Elisa Donegatti and Ester Venturelli Since September 2023, China has accelerated its purchases in the grain markets (+26.3% from January to April 2024). Although this growth involves various products, two stand out in particular: Barley and Sorghum. Imports of…Read more ›

16/05/2024

The explosive force of the Brazilian exports - CLAL News
By: Marika De Vincenzi, Elisa Donegatti, and Ester Venturelli In the last two agricultural years, Brazil has produced high quantities of Cereals and Oilseeds, especially Corn and Soybeans. The abundance of these products has kept Brazilian prices competitive compared to… Read more ›

By: Marika De Vincenzi, Elisa Donegatti, and Ester Venturelli In the last two agricultural years, Brazil has produced high quantities of Cereals and Oilseeds, especially Corn and Soybeans. The abundance of these products has kept Brazilian prices competitive compared to…Read more ›