Chinese has always been buying in qualities that exceeds any supply capacity. And that was before ASF, after that they try to contain it, as well as opening up more Brazilian Pork Import. While xwowsersx was genius in placing the bet 18 months ago, the price / tonne wasn't so clear* until close to mid 2019 when everything went out of hand.
* It wasn't clear because despite raising prices, pork prices ( Brazilian ) has been trading at a ridiculously low level since ~2015.
I am going to guess Danish Crown?
Chinese has always been buying in qualities that exceeds any supply capacity. And that was before ASF, after that they try to contain it, as well as opening up more Brazilian Pork Import. While xwowsersx was genius in placing the bet 18 months ago, the price / tonne wasn't so clear* until close to mid 2019 when everything went out of hand.
* It wasn't clear because despite raising prices, pork prices ( Brazilian ) has been trading at a ridiculously low level since ~2015.