Pork, Beef & Poultry Meat Trims (Processed Meat Feedstock) →supply up
Processed meats and deli
A large pig-production facility increases pork supply, which strongly lifts availability of meat-trim feedstock used by processed meats and deli.
74% confidence
Soybean Meal (Swine Feed — Primary Protein) →Stands to benefit
Argentina
Higher pig output lifts swine-feed demand, and Argentina's 38% soybean-meal supply share makes it a likely beneficiary.
64% confidence
Swine Vaccines (PRRSV, PCV2, Mycoplasma) →Stands to benefit
Merck Animal Health (MSD Animal Health)MRK
A larger pig-production facility raises swine vaccine usage, and Merck is the largest listed incumbent supplier, so it should capture more demand.
62% confidence
Soybean Meal (Swine Feed — Primary Protein) →Stands to benefit
Archer-Daniels-Midland Company (ADM)
ADM's 28% share of soybean-meal input supply means stronger feed demand should benefit its trading and processing volumes.
60% confidence
Swine Vaccines (PRRSV, PCV2, Mycoplasma) →Stands to benefit
Boehringer Ingelheim
Higher swine output implies more vaccine doses and recurring orders, which benefits this major incumbent supplier.
60% confidence
Soybean Meal (Swine Feed — Primary Protein) →Stands to benefit
Bunge Global SABG
Bunge's 22% supply share suggests it should gain from the additional soybean-meal demand tied to higher pork production.
59% confidence
Swine Vaccines (PRRSV, PCV2, Mycoplasma) →Stands to benefit
Zoetis Inc.ZTS
More piglets and hog production should lift demand for PRRSV/PCV2/Mycoplasma vaccines, benefiting Zoetis as a major supplier.
59% confidence
Swine Vaccines (PRRSV, PCV2, Mycoplasma) →Stands to benefit
Boehringer Ingelheim Animal Health
The facility's larger herd scale modestly increases vaccine demand, which should benefit this animal-health supplier.
58% confidence
Soybean Meal (Swine Feed — Primary Protein) →Stands to benefit
Brazil
Brazil's 22% soybean-meal supply share means it should also benefit from the demand increase created by the pig-production expansion.
58% confidence
Corn Grain (Swine Feed — Primary Energy) →Stands to benefit
Cargill, Incorporated
The pig-production expansion raises swine-feed corn demand, and Cargill's 22% supply share makes it a likely beneficiary.
56% confidence
Corn Grain (Swine Feed — Primary Energy) →Stands to benefit
Archer-Daniels-Midland Company (ADM)ADM
Higher feed demand should lift corn sales for ADM, which holds an 18% share of this input market.
55% confidence
Corn Grain (Swine Feed — Primary Energy) →Stands to benefit
Bunge Global SABG
Bunge's 10% share of corn grain supply makes it a plausible beneficiary of stronger swine-feed demand.
50% confidence
Corn Grain (Swine Feed — Primary Energy) →Stands to benefit
European Union
Because the facility is in Europe, EU corn producers can gain from the added local feed demand.
47% confidence
