Paul E. Marchand

Persistent price gains signal robust U.S. pork demand nationalhogfarmer.com/market-news/pe…

@N5Pennies @KINGS1973 The one in Chicago after the previous shut down was pretty good lol.

@N5Pennies @KINGS1973 The most entertaining part of the USDA's data users meeting is the Q&A. You should go sometime 🙃

Canada's Cattle Industry Says No to Mercosur Beef Access Canada already imports 30% of its beef and herds are in recovery, this trade deal could undermine domestic production. Learn what's at stake for Canadian cattle producers in this deal⬇️ farms.com/news/canadian-… #Pigs

@ronmortgageguy @oldarenaghost @DalhousieU ...and it's still inflationary 🤷

@oldarenaghost @DalhousieU You've spent an anonymous, faceless 15 years on X to get to 300 followers You're simply a Trolling Insect And as Woke Fuck-Wits always do you attack an honest man through his Employer Utter scum

Sylvain Charlebois, aka The Food "Professor" made a viral name for himself churning out disingenuous and misleading analysis about how carbon pricing was inflationary. @DalhousieU is the institution that gave him tenure.

@simonmaechling @BioBite_ Yes. Or butter. Lots of it and basically baste it at a lower heat. Thank me later😃

@BioBite_ Add oil to your pan.

A pro cooking tip from a restaurant

@TackleBoxRon No idea, but if MM covers those shorts at the same time they start spec-ing long again, it might be reminiscent of the rally seen last year. Set up is good, but SoH has to open... Too much uncertainty to start getting too ahead if it right now imo...

@pemarchand Sideways trade recently… when’s our next big move

CoT lean hogs report date May 12 ...got a little aggressive on the short side last reporting period

For marketing week 20

@PicturesFoIder Maybe this is an attempt to limit bots? I have a small account, am not trying to monetize, and will never pay for verified. Won't affect the casual user like me one iota 🤷 50 posts a day? Who has the time lol

Unverified accounts on 𝕏 now have a daily limit of 50 original posts, 200 replies, and 500 direct messages.

@RoseAlberta1 You could see the dust clouds in Winnipeg near where I am. Thought to myself, so this is what it looked like in the '30s. Apocalyptic looking. Cloudbursts picked up the dust and it 'rained' mud. Wild stuff.

After math of our SE Saskatchewan wind storm. Literally soil drifts in the ditches.

As I suspected China has now renewed 100’s of US beef plant import licenses. Unfortunately most of the big US slaughterhouses are still held up over findings of Racto and MGA. Progress but not done.

Improved sow productivity expected to push pork production up in 2027 nationalhogfarmer.com/market-news/im…

@hamsMarketing @AgriTrends Not yet apparently. News changing fast.

@AgriTrends Well, well, well

China has reopened to US beef after a 14 month closure.

China renews, then halts licenses for hundreds of US beef exporters amid Trump-Xi summit Chinese customs appeared to have halted export clearances for hundreds of U.S. beef plants on ​Thursday, hours after Reuters reported the long-awaited licenses had been approved amid ‌a summit between the U.S. and Chinese presidents in Beijing. More than 400 U.S. beef plants lost export eligibility over the past year as Beijing's permissions, granted between March 2020 and April 2021, lapsed without ​the customary renewal, accounting for roughly 65% of the once-registered facilities. Their registration status, which had been listed as "effective" earlier on Thursday, later reverted to "expired," ​the customs website showed. (Reuters)

*Correction and additional context. Accumulated deliveries all regions up 22% ytd Accumulated deliveries Mexico up 39.6% ytd Outstanding all regions up 17.9% ytd Outstanding Mexico up 14.0% ytd

@mrktvolatility @ckleene Fair point lol

@pemarchand @ckleene everything is monster bullish these days. if hogs went lunar it would fit the script.

So I put together a 'yield' estimate i.e. lbs of pork produced per hog slaughtered. It's simply total weekly pork production divided by weekly kill. Source is USDA, format mine, errors unintentional but also mine if present. Way higher than l/y if accurate

China open,,,,

@mrktvolatility @ckleene Supportive? Yes. Monster bullish? Remains to be seen...

@ckleene @pemarchand fewer pigs is always a monster bullish story.

@chigrl Should be $0 (zero).

This is a terrible deal for Alberta >> Carney to visit Calgary on Friday to announce industrial carbon pricing deal Canadian Prime Minister Mark Carney will visit Calgary on Friday to announce details of a new deal with Alberta on industrial carbon pricing. Canada and its main oil-producing province of Alberta ​are on the cusp of a deal to increase the effective credit cost in the province's industrial carbon market ​to C$130 a metric ton by 2040. Alberta froze its headline industrial carbon price ​in May 2025. Credits in its market currently trade between C$20 and C$40 a metric ton, which experts say is too low to give polluters an ​incentive to invest in emissions reduction technology. The deal will see Alberta's headline price on carbon increase to $100 per metric ton next year compared to the existing $95 a ton, rise to $130 a ton in 2036 and then escalate by 1.5% per year starting in 2036. (Reuters)