Livestock & poultry
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Cautions over loss of US's Mexico ag trade, as Trump takes power

Ag commentators - including from Washington itself - flag the importance of Mexican ag imports, at a time of a weak peso and threats to free trade

Chinese pork deal sends Atria shares to six-year high
The group wins a pork export deal to the key Chinese market, and takes to 33% the jump in it shares since it in October gained trade consent
High local production costs will keep Chinese pork imports heavy
A shortage of rural labour and high feed costs will continue to inflate Chinese pork prices, US officials say
Hedge funds turn sweeter on wheat - just in time
... to limit losses in soft wheat, and profit from a hard wheat rally, after US sowings data. Still, funds appear more vulnerable in cotton
Cargill exploits buoyant US meat demand
The agribusiness giant reports higher adjusted earnings, thanks to profits in its meat business, and good demand for the bumper US harvest
Iraq extends chicken import ban, as bird flu cases spread
The country, one of the world's top chicken importers, adds Finland, Serbia and Britain to an origins blacklist, amid fresh findings of bird flu
Hedge funds pull out of ag selling - ahead of index fund purchases
Hedge funds enter 2017 on a more bullish note on ags, buying cattle, wheat and corn - and pulling out of a record selldown in soft commodities
Prospects ease for index fund buying of hogs - but rise for corn, wheat
A rally in hogs has curbed the need for buying by index funds in next week's much-anticipated reweighting process, Societe Generale data show
Hedge funds match record in selldown on soft commodities
Hedge funds sounded a bearish note as year-end loomed, extending selling in softs, and their net short in grains too. But not in livestock...
Hedge funds position for showdown against index funds in grains
Hedge funds sell grain derivatives - just as index funds are preparing to buy them in a once-a-year revamp. But the funds are in line on softs
Inflation fears to spur fund demand for commodities in 2017
... says Sucden Financial, seeing potential for strength for now in coffee and soybean prices, but flagging threats to values further ahead
Hedge funds turn bearish on cocoa for first time in years...
...but funds add long positions on lean hog futures at a record breaking pace
Polish chicken production to continue booming
High consumption and export demand will support output in the EU's top poultry producer into 2017, US officials said
Lean hog futures - can they extend their remarkable rally in 2017?

Lean hog futures set a 14-year low in October - only to rebound 63% by the end of last year. Has the rally sowed the seeds of its own destruction?

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