Weekly international protein digest – Annual document on poultry trade, H5N1 discovered on 8 California dairies

Weekly USDA US red meat, red meat export gross sales

Pork: Internet US gross sales of 15,500 MT for 2024 had been up 36 p.c from the former week and a couple of p.c from the prior 4-week reasonable. Will increase had been essentially for South Korea (3,700 MT, together with decreases of 400 MT), China (3,000 MT, together with decreases of 100 MT), Japan (2,900 MT, together with decreases of 500 MT), Canada (1,500 MT), and Mexico (1,400 MT, together with decreases of 100 MT). Overall web gross sales of 800 MT for 2025 had been for Japan. Exports of 16,400 MT had been up 39 p.c from the former week and 22 p.c from the prior 4-week reasonable. The locations had been essentially to South Korea (4,400 MT), Japan (3,800 MT), China (2,700 MT), Mexico (1,500 MT), and Taiwan (900 MT).

Beef: Internet US gross sales of 29,000 MT for 2024 had been down 3 p.c from the former week, however up 3 p.c from the prior 4-week reasonable. Will increase had been essentially for Japan (7,900 MT, together with decreases of 300 MT), Mexico (5,700 MT, together with decreases of 500 MT), Colombia (3,300 MT, together with decreases of 100 MT), Canada (3,200 MT, together with decreases of 600 MT), and South Korea (1,900 MT, together with decreases of one,100 MT). Internet gross sales of 100 MT for 2025 leading to will increase for Australia (200 MT), had been offset by way of discounts for the Dominican Republic (100 MT). Exports of 31,400 MT had been up 22 p.c from the former week and 12 p.c from the prior 4-week reasonable. The locations had been essentially to Mexico (12,600 MT), Japan (4,600 MT), China (3,800 MT), South Korea (2,400 MT), and Colombia (2,000 MT).

US port strike would affect farm animals/meat

The vast majority of soybean and grain exports from the Gulf or East Coast would now not be impacted by way of a possible dock employees’ strike amid negotiations between the World Longshoremen’s Affiliation (ILA) and the USA Maritime Alliance (USMX). Bulk grain export amenities most often function with other hard work preparations, comparable to their very own staff or other hard work unions. Alternatively, the strike would affect exports comparable to soybeans, soymeal and different agricultural merchandise exported by means of bins and not directly impact grain manufacturers thru disruptions within the farm animals trade. East and Gulf Coast ports accounted for 44% of U.S. waterborne red meat exports and 29% of waterborne red meat exports within the first part of this yr. New York/New Jersey, Wilmington and Charleston had been the most important East/Gulf ports for red meat exports and Houston was once the most important for red meat.

China’s red meat imports soar in August however nonetheless underneath year-ago

China imported 200,000 MT of red meat in August, up sharply from handiest 90,000 MT in July however nonetheless 2.3% underneath year-ago. Throughout the first 8 months of this yr, China imported 1.5 MMT of red meat, down 23.1% from the similar duration remaining yr.

FDA unearths milk in some “dairy-free” darkish chocolate merchandise, urges warning for allergic reaction victims

The FDA, along state businesses from Pennsylvania and Michigan, has launched effects from a 2022-2023 sampling of “dairy-free” darkish chocolate and chocolate-containing merchandise. Of 210 samples examined, 13 had been discovered to comprise milk, with one checking out at a hazardous point of one,083 ppm. The milk contamination was once traced to a provider of darkish chocolate reasonably than production problems. In reaction, two producers got rid of “dairy-free” labels, whilst a 3rd agreed to take action pending additional investigation. The FDA urges shoppers with milk hypersensitive reactions to touch producers for detailed product data and can proceed tracking for unintentional milk in “dairy-free” categorized merchandise.

USDA annual document on Eu Union farm animals trade

EU Pork and Beef Manufacturing Will Height This Yr

Farm animals and Pork – EU Pork Manufacturing Is Forecast to Briefly Build up in 2024. Herd Dimension and Calf Crop: Because of a dim financial outlook and mounting rules, the EU herd dimension and calf crop are forecast to shrink for the 9th successive yr in 2025. The reduce is forecast to happen in basically Western Europe. In Central Europe, each the dairy and red meat cow herds are stabilizing mixed with a focus and commercialization of the sphere.

Slaughter and Business: This yr, slaughter is forecast to boost up brought about by way of rather top costs for steer and cow carcasses. Some other think about basically Western Europe is the outbreaks of the Bluetongue Virus (sort BTV-3) and Epizootic Hemorrhagic Illness (EHD). Because of a smaller herd dimension and calf crop, slaughter is projected to say no subsequent yr. EU farm animals exports are shedding on account of considerably decrease shipments to Turkey.

Pork Manufacturing: A hike ikn slaughter and increased carcass weights are forecast to extend EU red meat manufacturing by way of 2.2 p.c in 2024. Assuming strong weights at slaughter, EU red meat manufacturing is projected to say no by way of 1.5 p.c in 2025.

Pork Home Gross sales and Business: In spite of the larger manufacturing, the EU red meat marketplace stays tight, as imports proceed to shrink, and exports surge. The EU’s primary export marketplace for farm animals, Turkey, is transferring from uploading farm animals to uploading red meat. Because of this, red meat exports are forecast to extend by way of greater than ten p.c this yr and stay at a rather top point subsequent yr.

Swine and Beef – Very similar to Pork, Beef Manufacturing Will Briefly Get better in 2024.

Herd Dimension and Pig Crop: In 2023, EU piglet manufacturing reached a file low, whilst feed costs fell, and the call for for piglets rose. File piglet costs tempted breeders to make bigger their sow inventory throughout 2023. As a result of the bigger sow herd at the beginning of this yr, the pig crop will rebound in 2024. This cycle is expected to succeed in a brand new file low in 2025.

Slaughter and Business: In step with the pig crop development, slaughter is forecast to extend by way of 0.9 p.c this yr and expected to fall by way of 1.7 p.c subsequent yr. The business of reside swine performs a minor function within the general swine steadiness of EU.

Beef Manufacturing: This yr, EU red meat manufacturing is bolstered by way of upper weights at slaughter. EU red meat manufacturing is forecast to extend by way of 2.0 in 2024 and decline by way of 1.7 in 2025. An extra quantity of red meat is basically projected to be produced in Spain, destined for exports to EU and 3rd nation markets, and in Central Europe, maximum fed on locally.

Beef Home Gross sales and Business: EU Beef intake is fairly expanding in Central and Southern Europe. Alternatively, each home intake and exports will be unable to soak up the larger provide. The oversupply of red meat is expected to extend pageant and decrease costs. Those decrease costs may just strengthen the competitiveness of EU red meat on the international marketplace.

California’s Proposition 12, which went into complete impact on Jan. 1, 2024, has had a number of vital affects

Implementation and enforcement. Proposition 12 calls for farm house owners, operators, and vendors of lined livestock (egg-laying hens, business breeding pigs, and veal calves) to supply extra humane dwelling prerequisites. Key facets of implementation come with:

• Coated entities should check in with the California Division of Meals and Agriculture and go through on-site inspections.
• The legislation applies to each in-state and out-of-state entities promoting merchandise in California.
•  Violations are regarded as misdemeanors with fines as much as $1,000.

Financial affect on shoppers. The legislation has ended in larger costs for affected animal merchandise in California:

•  Egg costs have risen by way of an estimated $0.25 to $0.73 in step with dozen. This interprets to an annual loss for shoppers of $223 million to $664 million for eggs by myself.
•  Beef costs are estimated to have building up dby about 25 cents in step with pound.
•  Total, shoppers are anticipated to pay $1.1 million extra for regulated egg and red meat merchandise within the first yr.

Have an effect on on manufacturers. The legislation has created demanding situations and alternatives for manufacturers:

•  Beef manufacturers face vital prices to conform, with an estimated $3.5 million funding had to retrofit pens on a mean farm.
•  Some manufacturers view Prop 12 as opening a brand new marketplace, whilst others face up to California dictating manufacturing strategies.
•  The legislation would possibly result in consolidation within the red meat trade and a possible shrinking of the nationwide hog herd.

Criminal and political implications. Proposition 12 has confronted prison demanding situations and sparked political debates:
 

• The U.S. Preferrred Courtroom upheld the legislation in Might 2023, rejecting claims that it violated the dormant Trade Clause.
•  Some trade teams proceed to oppose the legislation, pushing for federal regulation to prohibit state-level confinement requirements.
•  The Biden management has expressed issues about attainable “chaos” within the red meat trade because of the legislation.

Broader affect. Proposition 12 has influenced animal welfare insurance policies past California:

• A number of different states, together with Massachusetts, Arizona, Colorado, and Ohio, have handed an identical regulations addressing farm animal confinement.
• The legislation has sparked discussions about attainable federal grants to assist manufacturers conform to the brand new requirements.

USDA annual document on poultry trade

Pushed by way of robust inside call for, EU rooster meat manufacturing is anticipated to develop in 2024 and 2025. In 2025, Poland will stay the most important EU rooster meat manufacturer, accounting for greater than 22 p.c of all EU manufacturing. Fueled by way of each home and export call for, Polish rooster manufacturing continues to develop, profiting from decrease feed prices and lowered pageant from Ukraine.

The EU rooster trade in most cases operates on a brief two to three-month manufacturing cycle which could be very reactive to marketplace prerequisites and exterior occasions. USDA forecasts are due to this fact according to assumptions and knowledge which can be to be had on the time of e-newsletter. EU rooster meat business surplus is anticipated to extend in 2024 and 2025 as imports are declining and exports are regaining misplaced flooring. The United Kingdom is anticipated to develop into the most important provider of poultry meat to the EU. UK and EU poultry investors are adapting to post-Brexit prerequisites, complying with EU veterinary laws and different necessities.

The United Kingdom maintains a aggressive merit in delivery recent/chilled rooster meat to the EU, whilst uploading more cost effective Ukrainian rooster meat at 0 accountability. EU imports of Brazilian rooster meat stay constrained by way of ongoing sanitary restrictions that follow to positive export amenities. Whilst EU rooster meat imports from Ukraine have doubled since 2022, Ukrainian exporters now face expanding constraints with EU rules and export licenses. A number of business bans associated with Extremely pathogenic avian influenza (HPAI) had been lifted or had been amended to replicate regionalization. This may increasingly propel expansion of EU exports in 2024.

The United Kingdom stays the most important buyer of EU rooster meat. Exports of low-priced frozen cuts (most commonly darkish meat) and routinely deboned rooster meat to sub-Sahara Africa are anticipated to extend In spite of meals inflation and better power prices, EU rooster meat intake is anticipated to stay robust in 2024 and 2025. Handy to make use of and more cost effective relative to different animal protein, rooster meat is the animal protein of selection.

EU rooster intake is expanding in keeping with demographic expansion. Intake may be slowly expanding on a in step with capita intake foundation. Whilst top rate manufacturing schemes like natural, unfastened vary, and GMO-free fed rooster have received a large number of strengthen right through the EU, intake of more cost effective rooster meat cuts is rising at a far sooner price in comparison to extra top rate merchandise like breasts and full birds.

China’s sow herd contracts 5.4%

China’s sow herd stood at 40.41 million head on the finish of July, down 5.4% from remaining yr, the rural ministry stated.

US dairy trade bets giant on cheese amid emerging intake

Bloomberg experiences cheese intake in america has surged, with American citizens now consuming 42 kilos in step with capita once a year, greater than doubling for the reason that govt started retaining monitor in 1975. Dairy manufacturers are making an investment billions in cheese manufacturing, expecting persevered call for. Firms like Nice Lakes Cheese and Sargento Meals are increasing capability, whilst low-carb diets and pandemic-induced house cooking have boosted cheese’s reputation. Alternatively, mavens warn of attainable oversupply as nutrition tendencies shift, even though U.S. exports keep growing. The trade stays hopeful that different dairy merchandise will assist steadiness any extra.

H5N1 chook flu detected in 8 California dairy herds, USDA confirms

The H5N1 chook flu virus has been present in 8 dairy herds in California, in line with USDA Deputy Undersecretary Eric Deeble. Farm animals from the primary 3 herds examined sure for a similar variant detected in different states, with checks at the last 5 herds to be finished this week. All herds had been quarantined. Moreover, a Missouri person prior to now hospitalized with avian influenza has recovered. Well being officers additionally introduced a marketing campaign to inoculate farmworkers towards seasonal flu beginning in October.

US ninth Circuit weighs EPA’s CAFO law way in key prison fight

The United States ninth Circuit Courtroom heard arguments in a lawsuit filed by way of Meals and Water Watch, in search of to compel the EPA to rethink its denial of a 2017 petition for stricter water air pollution rules at concentrated animal feeding operations (CAFOs). Environmental teams problem the EPA’s 2023 determination to disclaim a petition for stricter rules, arguing that the company is neglecting its accountability to keep an eye on CAFO air pollution. The EPA defends its stance, prioritizing additional research sooner than regulatory adjustments. Agricultural trade teams, mentioning a 2005 court docket determination, strengthen the EPA’s present way. The end result may just reshape CAFO law, with implications for environmental coverage and the rural sector.

Of be aware: Senior Pass judgement on Jay Bybee known as the location “awkward,” suggesting the court docket would possibly defer to the EPA’s ongoing reviews. The lawsuit highlights issues over the just about 10,000 unpermitted CAFOs allegedly discharging pollution into waterways. A choice would possibly take as much as a yr.

Weekly USDA dairy document

BUTTER: Grade AA closed at $3.1300. The weekly reasonable for Grade AA is $3.1510 (-0.0084). CHEESE: Barrels closed at $2.4850 and 40# blocks at $2.2750. The weekly reasonable for barrels is $2.3860 (+0.1272) and blocks $2.2890 (+0.0527). NONFAT DRY MILK: Grade A closed at $1.3925. The weekly reasonable for Grade A is $1.3920 (+0.0370). DRY WHEY: Additional grade dry whey closed at $0.6050. The weekly reasonable for dry whey is $0.5930 (+0.0205).

BUTTER HIGHLIGHTS: For the West, home butter call for varies from robust to secure. Within the Central, home butter call for is robust with week-to-week momentum proceeding. Within the East, home butter call for is weaker. Export call for is reasonable to vulnerable. Cream volumes are tighter to various levels right through the rustic. Alternatively, butter producers point out cream availability is abundant for manufacturing wishes. Butter makers put across manufacturing schedules are robust or secure within the West, and lighter within the Central and East areas. Unsalted butter spot lots are looser for some portions of the rustic. Bulk butter overages vary from minus 5 to ten cents above marketplace, throughout all areas.

CHEESE HIGHLIGHTS: Contacts proceed to percentage secure to lighter cheese manufacturing schedules right through the U.S. Within the East, milk availability stays tight, particularly as Elegance I bottling orders draw upon milk provides to be had for Elegance III producers. Call for for cheese from patrons is secure to more potent within the area. Within the Central area, milk availability stays tight. Spot milk costs vary from $1 to $4 over Elegance III costs. Some Central area retail cheddar and Italian taste cheese producers relay lively manufacturing schedules to stay inventories readily available. Within the West, cheese producers relay secure manufacturing. Call for from spot clients is secure. Cheese barrel inventories are tightening within the area.

FLUID MILK: Seasonal tendencies proceed to steer milk manufacturing in many of the United States. Contacts within the Southeast and Central states be aware milk ranges are not up to remaining month, however part ranges are making improvements to. The Northeast and Mid-Atlantic states are experiencing secure manufacturing on the farm point. Farms within the West are seeing fairly more potent milk volumes in all however Arizona the place numbers are retaining secure. Elegance I call for for milk is robust national as faculty bottling orders pour in. Spot milk costs reached $4-over Elegance III this week. The heavier Elegance I processing is developing some further spot cream volumes for the marketplace. Down the road, Elegance III and IV finish customers are absorbing to be had cream as processors ramp up cream cheese and butter manufacturing for the approaching baking season. Scattered spot numerous cream are discovering finish customers as some lots trip from the West to different areas. Elegance II and IV milk calls for are secure within the West. Processors say milk volumes ae assembly production wishes. Condensed skim availability is tighter around the nation as Elegance I bottling call for holds robust. Cream multiples for all Categories are 1.23- 1.45 within the East, 1.22-1.35 within the Midwest, and 1.10-1.30 within the West.

DRY PRODUCTS: Maximum dairy powders are in the middle of a bullish push. Low/medium warmth nonfat dry milk (NDM) costs moved up right through the rustic. Contacts say restricted provides and secure call for have propelled marketplace costs upper. Dry buttermilk costs had been an exception to the guideline this week, as costs held secure. Pursuits for dry buttermilk are anticipated to sit up throughout This autumn buying and selling, however contacts be aware a rangebound high quality these days. Dry entire milk costs moved upper once more, because of tight availability. Dry whey costs had been secure or upper national. Seasonal milk boundaries have saved Elegance III processing in take a look at whilst top protein pay attention markets are pushing extra whey solids into the ones channels. Whey protein 34% costs driven upper, reinforced by way of bullish NDM markets. Lactose costs had been secure, however spot buying and selling is lively. Acid casein costs larger, whilst rennet casein costs had been unchanged throughout week 37.

INTERNATIONAL DAIRY MARKET NEWS

WEST EUROPE: Weekly milk collections proceed to turn a seasonal slide in volumes, and part ranges are nonetheless not up to standard. As well as, dairy contacts within the northern areas of West Europe counsel the unfold of bluetongue illness is having a marked affect on milk output. Bluetongue illness is a viral illness impacting home and wild ruminants and is transmitted by way of biting midges (gnats). It has a top mortality price inside sheep populations. And even if much less deadly in farm animals, inflamed dairy cows undergo well being and fertility problems that result in lowered milk manufacturing, infrequently lasting as much as 2 to a few months. In some circumstances, farmers make a choice to send the affected cows for slaughter reasonably than stay up for the animal to completely get well. The illness does now not pose a risk to human well being or meals protection. In portions of the UK, France, Belgium, the Netherlands, and Germany, the place the illness is provide, limited zones are created to restrict the motion of farm animals and genetic merchandise. Vaccines for the illness was to be had on the finish of April 2024, however there’s some query in regards to the efficacy of the vaccines. As well as, farm animals inoculation charges are a lot not up to sheep inoculation charges. Farmers are hoping a less warm than reasonable wintry weather is also the most productive remedy, getting rid of the midges and combating the illness from reappearing subsequent spring.

EAST EUROPE: Like in different places in Europe, milk collections in East Europe are seasonally lowering. In some portions of East Europe, drought prerequisites have lowered crop, pasture and in the long run milk manufacturing. In keeping with the Eu Fee, portions of Poland, the southern Baltic area, Greece, many of the Balkans, Ukraine and southern Russia had been below drought caution prerequisites on the mid-point of August. Upper than reasonable temperatures and loss of moisture have lowered crop and forage volumes.

OCEANIA: AUSTRALIA: In keeping with Dairy Australia, July 2024 milk manufacturing was once up from July 2023, whilst June 2024 packaged milk gross sales had been down from June 2023. Packaged milk gross sales from the beginning of the season in July 2023 thru June 2024 had been up in comparison to the similar period of time a yr previous.

NEW ZEALAND: A bunch in New Zealand, which forecasts dairy costs, diminished the forecasted milk worth for the 2024/2025 season, following GDT tournament 363. The crowd mentioned declining costs for WMP futures have had a unfavourable affect on forecasted milk costs. They additional famous strengthening futures costs for different commodities, noting butter, have lowered the downward drive from WMP. A New Zealand dairy cooperative not too long ago introduced July 2024 milk manufacturing was once up from a yr previous. From the beginning of the milk manufacturing season in June 2024 thru July 2024, milk manufacturing inside the cooperative’s community within the nation was once up in comparison to the similar period of time a yr previous.

SOUTH AMERICA: This time remaining yr, experiences had been suggesting a “banner yr” in farm milk output in Brazil and in most cases strengthening milk output within the Southern Cone. This yr, the sentiment has modified. Contacts say farm milk output, in some spaces, is up to 5 p.c lower than it was once this time remaining yr. As is not unusual at the continent, climate prerequisites range broadly. Contacts in Uruguay say rainy early season climate has changed into hotter, and most commonly dryer, prerequisites in fresh weeks. In Mato Grosso, the “breadbasket” of Brazil, droughts and wildfires brought about delays within the latter levels of the safrinha corn harvest and summer season corn planting. Wildfires have additionally develop into a bigger worry in Mato Grosso and different Brazilian states.

NATIONAL RETAIL REPORT: Overall standard dairy commercials diminished by way of 13 p.c whilst general natural dairy commercials larger by way of 38 p.c. Typical ice cream in 48-64- ounce bins was once probably the most marketed dairy product, with a weighted reasonable marketed worth of $4.38, up from $4.00 the week sooner than. Typical butter in one-pound programs had a weighted reasonable marketed worth of $4.74, up from $4.48 the week prior.