Contents tagged with Analyst Insight

Analyst Insight: How long will maize and ethanol markets be under pressure?

9 April 2020

Analyst Insight: How long will maize and ethanol markets be under pressure?

As the coronavirus pandemic slows the global economy, this has drastically reduced the use of agricultural commodities in the energy sector.
The cost of higher mincing

14 July 2021

The cost of higher mincing

In recent weeks retail demand for mince has risen sharply. There is some product available from foodservice that could be diverted into retail, however this is unlikely to be enough to cover the increase in demand for mince at retail level.
Analyst insight: Rice, the forgotten commodity supporting wheat prices

9 April 2020

Analyst insight: Rice, the forgotten commodity supporting wheat prices

As we move through unprecedented times, we often have to look outside the box to find the drivers of markets. Over the past fortnight, wheat prices have been increasingly driven by global macroeconomics. However, as the macroeconomics are increasingly factored in, markets for products that are substitutable for wheat also become key to market direction.
Coronavirus and the value of beef

14 July 2021

Coronavirus and the value of beef

Demand for mince has been exceptional in recent weeks. This change in demand does pose some challenges for the value of the carcase.
Analyst Insight: How could the coronavirus impact oilseed markets?

8 April 2020

Analyst Insight: How could the coronavirus impact oilseed markets?

As crop calendars reach crucial stages for many countries, it is important to examine the potential effect coronavirus related lockdowns could have.
Forecast update: How many prime cattle and lambs are available to kill in the coming months?

14 July 2021

Forecast update: How many prime cattle and lambs are available to kill in the coming months?

In December AHDB released its forecasts for cattle and sheep production. Since then the market has changed dramatically with much of Europe now in ‘lockdown’ due to coronavirus. Sheep prices have come under pressure with a lack of demand both domestically and in Europe, and the cattle industry is struggling with carcase balance.
Analyst Insight: What is the risk of intervention in global grain markets?

2 April 2020

Analyst Insight: What is the risk of intervention in global grain markets?

In times of uncertainty, markets can act in a very volatile and erratic manner to news stories. This is especially true when we consider the impact of political intervention in grain markets. Over the past fortnight, we have heard a number of stories, particularly from the Black Sea, surrounding export restrictions for wheat in Ukraine, Russia and Kazakhstan.

Soyameal trade remains critical for the livestock industry

1 April 2020

Soyameal trade remains critical for the livestock industry

With such a great importance placed on imports of soyameal for the UK livestock supply chain, there is a need for greater focus on the global logistics and trade flows.

Analyst Insight: Falling oil prices pressurising maize

26 March 2020

Analyst Insight: Falling oil prices pressurising maize

The value of the pound has continued to find a degree of support and recover slightly against the dollar, moving to £1 = $1.1885 yesterday and breaking above £1 = $1.1928 this morning.

No change forecasted for 2020/21 milk production

30 January 2024

No change forecasted for 2020/21 milk production

GB milk production is expected to reach 12.52bn litres in 2020/21, according to our latest forecast. This will be level with where we expect the 2019/20 season to end.

No-deal Brexit could push American pork onto British plates

13 July 2021

No-deal Brexit could push American pork onto British plates

Under the tariff regime proposed for a no-deal Brexit, while EU pork becomes more expensive to the UK importers, other global suppliers become more price competitive.
How do UK red meat markets balance?

14 July 2021

How do UK red meat markets balance?

Using Defra and HMRC data, as well as AHDB’s own eating out review of 2019, it’s possible to approximate how supply and demand balance for each red meat in the UK.

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