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Cal-Maine still suffering effects of previous bird flu outbreak

Egg production in the US has recovered, but not demand, even as new cases of bird flu are reported

Hedge funds cut bullish ag bets, as 'Trumpflation trade' reverses
Hedge funds cut their net long in ags to the lowest in nearly a year. But heavy selling in grains could make for big price swings later this week
Margin prospects 'better for beef packers than pork processors'
So says MetLife, flagging a boost to hog price prospects from growth in pork plant capacity. Still, it is beef packers which started 2017 weakly
Downturn in European ag machinery market 'to end this year'
Sales of agricultural equipment could actually grow in 2017, as demand in Eastern Europe booms, industry group Cema says
Brazil meat groups' shares stabilise, amid hopes of scandal blowing over
The aftermath of a food safety furore has been "chaotic" for Brazil. But many commentators believe the fallout will prove short-lived
UK farming in recovery mode, 'helped by ag price rises'
... says farm retail-to-grain trader Wynnstay, which adds that it is to "return to growth", fuelled by promising feed, seed, fertilizer sales
Brazil meatpackers' shares tumble, as scandal provokes trade curbs
JBS shares take to 20% their plunge in two sessions, as major meat buyers such as China and South Korea restrict imports from Brazil
Adecoagro mulls sugar takeovers - and rice, dairy, meat investments
The Soros-backed farm operator says it has been looking at "many, many" Brazilian cane mills, and is investigating Argentine expansion too
Hedge funds' 'massive' ag selldown spurs hopes of buying to come
Hedge funds turned bearish on ags at a record pace, data reveal, selling corn "in droves". But has this created room for fresh purchases?
Mexico turns to Muslim consumers, in post-Trump beef trade pivot
The complex, and "symbiotic" relationship of Mexican cattle producers to the US is under threat from cooling trade relationships
Pundits upbeat on cocoa, corn prices - but not wheat, cotton, wool
Banks' - downgraded - cocoa price forecasts remain above those in the market, FocusEconomics says. But wool, wheat prices may face a fall...
SocGen bullish on cattle, cites prices 'below the cost of production'
The bank slaps a 'buy' on live cattle futures, saying current prices are unsustainably low, but says the recovery may take a while to gather pace
World bird flu epidemic a 'boost for Brazil's chicken industry' - JBS
JBS boss Wesley Batista says the meat giant's Brazilian chicken arm will benefit from bird flu in competitor countries, and easing corn prices
Rare fund anomaly makes feeder cattle futures a 'potential buy'

... at least according to Societe Generale, which unveils a fresh way of analysing fund position data, introducing the "mismatch"

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