Is the Hog Market About to Surprise Everyone?
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Is the Hog Market About to Surprise Everyone?
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Funds are carrying one of the largest short positions we've seen in years, yet seasonal trends suggest the hog market may not be finished. In this episode, we dig into the growing disconnect between bearish market sentiment and the potential for a fall rally.
We discuss rising slaughter numbers, record-heavy carcass weights, the ongoing struggles in the ham market, export demand, and what it all means for producers heading into the final months of the year. We also break down practical risk management strategies, including LRP, futures, and options, and where opportunities may exist on the feed side of the margin.
Whether you're marketing hogs today or planning for 2027 production, this episode focuses on the biggest risks, opportunities, and market signals to watch right now.