Posted on 04/25/2025 5:27:38 AM PDT by Miami Rebel
China just scrapped 12,000 metric tons of pork orders from the US — the largest cancellation since 2020. That single move dragged US pork export sales to their lowest level in over six months. Lean hog futures immediately took a hit in Chicago, sliding as much as 1.6% before recovering slightly. Behind the scenes, it's not just about pork — it's about tariffs, trade power plays, and a shifting global protein map that could catch some investors off guard.
The sharp pullback from China isn't random. It's a direct response to longstanding US tariffs — some dating back to Trump-era trade wars — that now stack up to a brutal 172% on American pork. That pricing wall essentially shuts the US out of the world's biggest pork import market. And China's not hesitating to fill the gap. Brazil and other exporters are quickly moving in to take share, capitalizing on friendlier trade terms and rising demand in Asia.
This could have bigger ripple effects than the market's currently pricing in. US-based meat exporters face structural headwinds in China, while foreign players gain a long-term advantage. For investors, that means revisiting exposure to protein-linked commodities and exporters — and watching closely as the US-China trade chessboard adds another piece.
Clemen’s Pork purchases hogs from local farmers in Pennsylvania and now in Coldwater, Michigan. Look for their products. Family owned and operated for 5 generations.
My apologies. I couldn’t share Bloomberg’s story on the same.
Hopefully, we’ll see some temporary price drops for pork in the US. If it does, I’ll load up on baby back ribs, enough to get me through the grilling season. Yummy!
Soybeans from the United States and Brazil.
An astute observation.
No apology necessary. Your posting is much appreciated. Best wishes.
They’ll have to get their Pork for a muslim country now
___Ask a hog farmer.___
Yeah, I know, ask a hog farmer about this tariff and a steel worker about that tariff, and a cotton picker about this other tariff and pretty soon.....you got what we got now.
How bout we get off depending China and other nations.
While primarily a US-based company, Tyson has international operations, including in China and Mexico, where it distributes poultry, pork, and beef.
Tyson Foods is a major player in the pork industry, with a substantial presence in both processing and distribution. It operates through various brands and facilities to supply fresh and processed pork products to retail and foodservice markets. Tyson Foods also owns Jimmy Dean and Hillshire Brands, which are significant brands in the pork sector.
Tyson Foods’ pork holdings. Tyson Fresh Meats:
This division handles the production and processing of a wide variety of pork products, including cuts like loins, chops, and shoulders.
IBP, a brand acquired by Tyson, is known for its quality pork products and is a significant player in the industry.
Jimmy Dean, acquired by Tyson, specializes in breakfast meats like sausage, playing a key role in the company’s pork portfolio.
Another major acquisition, Hillshire Brands, offers a range of pork products, including hot dogs and snack items, broadening Tyson’s reach in the market.
Open Prairie Natural Pork:
This brand focuses on natural pork products, catering to consumers seeking a specific set of qualities.
Supreme Tender Pork:
This brand is known for its tender, juicy pork cuts enhanced with an all-natural marinade.
Distribution and Facilities:
Tyson Fresh Meats maintains a network of processing plants, distribution centers, and service centers to efficiently deliver products nationwide.
Tyson’s pork products are sold through both retail channels (supermarkets, etc.) and foodservice providers (restaurants, hotels, etc.).
I smell cheaper bacon.
Don’t buy Smithfield products.
U.S. pork exports were about 3 million metric tons in 2024, with 475,000 metric tons going to China.
Exactly.
And I never buy any Smithfield products, deliberately.
We don’t buy Smithfield anyway.
Reports this week found Chinese scientists complaining the tariff war is slowing down research and making it difficult for laboratories to obtain vital equipment and supplies from the United States.
Breitbart 4/25/25
Xi say we not talking to Trump for nothing LOL.
Add this to the mix (MSN):
Chinese importers noted a sudden and unannounced reduction to zero of tariffs on U.S. imports of certain semiconductor and integrated circuit products, a sign that Beijing is feeling more pressure from President Donald Trump’s trade war than it acknowledges.
Chen Shaoling, a manager at Zhengnenliang Supply Chain, told CNN she learned on April 24 that tariffs on eight kinds of integrated circuits, covering most semiconductors except for memory chips, were now zero.
Top 10 Pork Exporters in the United States
The United States is a major player in the global pork industry, exporting a significant amount of pork products each year. In this report, we will take a closer look at the top 10 pork exporters in the United States, providing insights into their operations, financial performance, and market share.
1. Smithfield Foods [Chinese owned]
Smithfield Foods is the largest pork producer in the United States and a major player in the global pork industry. The company exports pork products to countries all over the world, including China, Japan, and Mexico. In 2020, Smithfield Foods reported total revenue of over $15 billion, with a significant portion of that coming from its pork exports.
Less Nessman’s “Hog Report” (WKRP) is the first thing I thought of when I read your post.
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