亚太地区在ASF传播假设下的猪肉缺口估算

全球宏观投资

致敬凯恩斯、索罗斯、利佛摩尔

亚太地区在ASF传播假设下的猪肉缺口估算。基础假设是产量下降30%。产量估计下降290万吨。意味着整个亚洲地区的供需缺口在1000万吨以上。

ASF is now impacting greater Asia as the disease spreads over China’s borders

ASF has spread in recent weeks to Cambodia, Mongolia, Tibet and Vietnam and it seems inevitable that all countries surrounding China are likely to be infected within the next 3-6 months, including both North and South Korea.

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