Meat Borsa

🐔 Europe's poultry sector is consolidating fast. UK's Cranswick is planning a £200M chicken plant running 1.75M birds a week, even as Bernard Matthews shuts its Derby turkey site and cuts about 600 jobs. Fewer, bigger, more automated processors are reshaping who you buy from. Is your supply base getting narrower too?

Spotted on MeatBorsa: Roasted boneless duck (Wessendorf), 470 kg whole lot. €9/kg EXW. Pre-cooked duck for bulk buyers — liquidation stock. Verified supplier. → meatborsa.com/en/listings/cm… #EUMeat

Same top-grade pig carcass. Almost double the price. Class E, €/100 kg, Sept 2026: 🇸🇪 Sweden €222 🇫🇷 France €202 🇳🇱 Netherlands €116 🇩🇰 Denmark €115 Denmark fell 42.5% in a year. How long can Denmark stay this cheap?

Genuine question for the pork desk. German pig prices are stuck around €1.32/kg, still under the full cost of production and holding there for weeks, yet we are not seeing supply actually pull back. Where you are, are sellers finally cutting numbers, or still pushing pigs into a loss to keep cash moving? What is your delivered price this week?

The US is now carrying Australia's beef export year. October: 128,836 t shipped, down 8% on last year. The US took 42,981 t, up 3%, and a record 421,565 t so far in 2026. Japan fell 16%. Meanwhile US 50% trim is at its lowest price of the year. Our view: record volume into a falling price means a thinner export year than the headline says. Pause or new trend?

New on MeatBorsa: Salted chicken fillet (Seara, 20t) at €3.70/kg, EXW Slovakia, and fresh beef topside (10t) at €12.20/kg. Verified suppliers. → meatborsa.com/en #MeatTrade

Chicken's growth is starting to eat its own margins. Poultry output hits a record 160M t this year, and Pilgrim's Q3 profit fell 66% as supply outran demand. Our view: this is the start of a squeeze, not one bad quarter. Bad quarter or margin squeeze?

Australia's cattle record is a rain story, not an export story. Heavy steers hit A$4.77/kg while over-quota beef into Korea now pays 24% duty. Our view: restockers are bidding on grass, not on overseas demand. Rain rally or real demand?

Spain's pork exports are a price story pretending to be a volume story. Same tonnage, about 1.3 Mt, but 17% less money. Lowest value since 2020. Our view: steady volume is hiding a price reset. Temporary discount or new floor?

Hot take: the most bullish thing for Brazilian beef right now isn’t China. It’s Morocco. They just filled their entire 2026 import quota — 300,000 head, 90% from Brazil, duty and VAT waived. Real tonnage coming off the board that nobody’s pricing in. Drought gutted their home herd, so a Mediterranean market now runs on South American cattle. I’m bullish Brazil into Q1. Tell me I’m wrong 👇

New Zealand just got 57% of its red meat into India tariff-free, heading to 82% over time. A 1.4 billion-person door opening right next to China. If you ran a NZ lamb plant, where’s your product going in 2027?

239 buyers viewed this listing in 7 days: Chicken leg meat, boneless, skinless — 20t, €2.30/kg, EXW Slovakia. Verified supplier. → meatborsa.com/en/listings/cm… #MeatTrade

In British meat, scale keeps winning. Cranswick now turns over close to £3bn a year, with operating profit up 14.5% to £237m and revenue up 9.5%, as it keeps buying, building and expanding capacity.

Keep an eye on Egypt in poultry. Africa’s largest chicken producer turns out around 2.59 million tonnes a year, runs roughly 20% above home demand, and is now courting buyers in Uganda and Ghana. A new African exporter is forming. Does it reshape who you source chicken from?

South America’s quiet beef squeeze has a new name: Paraguay. Cattle slaughter has fallen about 20% versus last year, pushing export prices up, with premium cuts heading to Europe and processing beef to the US. Less beef out of a reliable origin. Who covers the gap?

Goatmeat is having a quiet moment. Australia shipped about 4,300 tonnes in September, the most since March and up 18% on August, with the US taking roughly 59%. A niche line that keeps turning into a real one. Worth a place on your sheet? 🐐

Spotted on MeatBorsa: Korean BC belly (BISO) from Belgium. €3.25/kg. Bone-in, skin-on pork belly, individually vacuum packed — a Korean market-specific cut. Verified supplier. → meatborsa.com/en/listings/cm… #EUMeat

India’s buffalo meat machine keeps breaking records. Carabeef exports reached about $5.1bn in the latest financial year, up more than a quarter, with Vietnam, Egypt and the Gulf leading the buying. The world’s cheapest beef substitute is still gaining ground. Who gives up share first?

African swine fever is quietly rewriting Ukraine’s pork math. Live pig prices rose about 6% in a single week, and analysts warn the purchase price could pass UAH 100 per kg within a year as the herd thins. When disease becomes a price signal, do you lock supply early?

While the giants keep consolidating, the money is also flowing the other way. The USDA is putting more than $57M into 147 independent meat plants across 40 states, aimed at building out small-scale processing capacity. Can local processors win back ground, or is scale already decided?

New Zealand red meat just got a new door into India. Since 20 October, 57% of NZ exports to India are tariff-free, sheepmeat included, with that share set to climb to 82% over time. That is a market of 1.4 billion people. Does it redraw where NZ lamb heads next? 🐑