Articles in this document:

 

·          Lower Dollar, Lower Feed Costs Improve Canadian Swine Industry Outlook

·          Lower Canadian Dollar Improves Picture for Western Canada’s Pork Industry

 

 

Lower Dollar, Lower Feed Costs Improve Canadian Swine Industry Outlook

 

Brad Magnusson - Credit Union Central of Manitoba

Farmscape for November 17, 2008   (Episode 3018)

Canada

 

An agriculture consultant with Credit Union Central of Manitoba says the lower value of the Canadian dollar and reduced feed costs have been key to improving the situation for western Canadian swine producers.

 

Live hog prices are projected to bottom out in western Canada during the fourth quarter of 2008 and start to rebound near the end of the quarter and into the first quarter of 2009.

 

Brad Magnusson, with Credit Union Central in Winnipeg, says the combination of rising feed costs, a par Canadian dollar, the fallout from U.S. Country of Origin Labelling and record U.S. weekly hog slaughter numbers has squeezed cash flows and caused a huge cash crunch for the swine industry.

 

The drop of the Canadian dollar is tremendously important as we export a tremendous amount of both live and meat products to the United States.

 

Anytime that the dollar is going to be falling is going to be positive.

 

We are conscious of the fact though that we are an oil producing nation and we could ultimately see that Canadian dollar move back up slightly over time.

 

That's something to consider but it's absolutely paramount that the dollar stays as low as possible as an exporting meat nation.

 

From a feed perspective absolutely incredibly important as well.

 

The feed costs doubling essentially in a very short period of time absolutely was devastating to individual producers, particularly if they were buying corn out of the United States or even barley.

 

You can't make profitability when corn is at eight dollars and barley is at 4.50 or five dollars.

 

Magnusson stresses Credit Union Central of Manitoba believes the hog industry is still very stable in Manitoba.

 

He notes we have a tremendous number of producers with equity in their operations and in western Canada we have some of the best producers in the world a fact demonstrated by our productivity numbers, our pigs per sow sold per year, our weights and the demand from U.S. producers and the consumers wanting to buy our pork.

 

For Farmscape.Ca, I'm Bruce Cochrane.

*Farmscape is a presentation of Sask Pork and Manitoba Pork Council

Wonderworks Canada

farmscape.com

 

Lower Canadian Dollar Improves Picture for Western Canada’s Pork Industry

 

Farmscape Staff 

Farmscape Article 3017  November 16, 2008

Canada

 

North American slaughter numbers, U.S. meat in cold storage and the value of the Canadian dollar are expected to be the key influences setting the value of live hogs in Western Canada into 2009.

 

Hog market Update Shows Price Decline

The Saskatchewan Ministry of Agriculture’s November Hog Market Update shows North American hog prices have continued their decline as we move through the fourth quarter.

 

Livestock economist Brad Marceniuk explains, “U.S. weekly hog slaughter numbers over the last eight weeks continue to be higher than over the same period a year ago and this has led to increased pork production.”

 

However, he notes, “While slaughter numbers were higher, we have actually started to see some signs in recent weeks that U.S. slaughter numbers may be levelling off and could start to decline later in the fourth quarter.”

 

At the same time, “In Canada weekly hog slaughter numbers have been increasing over the last few weeks compared to the same period a year ago. A combination of more hogs staying at home due to COOL (U.S. Country of Origin Labelling) and a decline in the value of the Canadian dollar making Canadian processors more competitive have helped increase slaughter numbers in Canada.”

 

Lower Canadian Dollar Eases Losses

Current prices [106 to 116 per 100 kilograms Thursday November 13] are well below current production costs, Marceniuk states.

 

However, he stresses, while Canadian hog prices have been declining, the drop in the value of the Canadian dollar over the last two months has tempered that decline so Canadian producers probably haven’t felt the impact as much as U.S. producers.

 

Losses Blamed on Several Factors

Brad Magnusson, an agriculture consultant with Credit Union Central of Manitoba blames the losses on a combination of factors, most notably high feed costs in early 2008.

 

“With corn rallying from some $4.00 a bushel in the fall of 2007 up to as high as $8.00 in the central United States, that’s pushed up our feed costs tremendously.”

 

He says the virtual doubling of feed costs in a very short period of time was devastating to individual producers, particularly if they were buying corn out of the United States or even barley.

 

“You can’t make profitability when corn is at $8.00 and barley is at $4.50 or $5.00.”

 

He acknowledges, while the cost of corn and barley have been coming down easing the situation, the result has been a huge pressure squeeze on cash flows.

 

As well, Magnusson recalls, the improving Canadian dollar over the last several years caused a huge cash crunch for the swine industry while Country of Origin Labelling is causing difficulty now for swine producers in western Canada and adding costs.

 

Marceniuk adds, “With increasing U.S. meat production  in 2008 and a decline in the demand for meat over the last nine months in the United States, meat in cold storage has continued to increase, [by] almost one percent month over month and almost nine percent year over year.”

 

Pork in cold storage is up close to five percent from a year ago. Beef is down from a year ago. Chicken stocks and turkey stocks are up significantly from a year ago.

 

“Overall we’ve seen more meat production in the U.S., reduced demand in the U.S. for meat and overall increased meat in U.S. cold storage,” says Marceniuk.

 

“Also too, if we were to add insult to injury we’ve had a very large kill especially in the fall of 2008 in the United States and that has also brought commodity prices down,” Magnusson observes.

 

Increased Live Hog Prices Projected

Marceniuk expects live hog prices to bottom out later in the fourth quarter as U.S. hog slaughter numbers start to level off.

 

“Prices should start to rise later in the fourth quarter and into the first quarter of 2009 as U.S. hog slaughter numbers start to decline. Based on lean hog futures prices and Canadian exchange rate futures, western Canadian index 100 hog prices are estimated to average between $105 to $115 per 100 kilograms for the remainder of the fourth quarter. They should rise to $130 to $140 per 100 kilograms for the first quarter of 2009 and they could potentially increase to about $160 to $170 per 100 kilograms in the second quarter of 2009.”

 

Value of Canadian Dollar Expected to be Key

Marceniuk concedes, fluctuations in the value of the Canadian dollar could significantly impact prices into 2009.

 

Magnusson agrees, “The drop of the Canadian dollar is tremendously important as we export a tremendous amount of both live and meat products to the United States. Anytime that the dollar is going to be falling is going to be positive.”

 

However, he cautions, “We are conscious of the fact though that we are an oil producing nation and we could ultimately see the Canadian dollar move back up slightly over time. That’s something to consider but it’s absolutely paramount that that dollar stays as low as possible as a meat exporting nation.”

 

Lower Canadian Dollar Widely Welcomed

Bob Mazur, the president of the Brandon based Mazur Group, a network of farm equipment dealerships, admits, with the U.S. economy in the state it is he finds it hard to understand the drop in the Canadian dollar but he welcomes it.

 

“Our dollar going down against the U.S. dollar really, in a lot of ways, is very good news for our producers and for the agriculture community in Manitoba because ultimately we are net exporters.”

 

He is confident the price of our commodities will rebound from the lack of participation in the commodity markets, particularly for the livestock sector, because of the dollar.

 

He acknowledges the concerns related to COOL but he believes, “World wide we’re positioned very well to have some pretty reasonable times in the agriculture sector.”

 

Western Canadian Swine Sector Still Viable

Magnusson notes, “Credit Union Central of Manitoba believes the hog industry is still very very stable in Manitoba. We have a tremendous amount of producers with equity in their operations and I firmly believe that in western Canada we have some of the best producers not only in North America but in the world. It shows in our productivity numbers, it shows us in our pigs per sow sold per year and our weights and our demand from United States producers and the consumers wanting to buy our pork. We’re extremely positive about the long term viability of the industry.”

 

“Looking forward,” Marceniuk concludes, “U.S. weekly hog slaughter numbers, demand for pork and U.S. cold storage stocks will be key factors to watch for in the United States. In Canada producers need to keep an eye on that fluctuating value of the Canadian dollar and the effects of COOL on their marketings.”

 

Staff Farmscape.Ca

Wonderworks Canada 

farmscape.com