ArrowStream Foodservice Blog

David Maloni, ArrowStream's commodities expert, noted the domestic 90 percent beef trim daily settlement market reached its highest level in 20 months.

ArrowStream's commodities expert, David Maloni, continues to monitor the U.S. corn supply and its impact on protein for the foodservice industry. 

ArrowStream commodities expert, David Maloni, continues to have concerns about domestic pork supplies in the coming months due to China’s protein supply gap. Discussed in today's Weekly Commodity Report, Maloni believes this may also include pork bellies.

"There is no indication that this is curbing domestic bacon demand," said Maloni. "In April, U.S. pork-belly disappearance (think: consumption) was 6.9 percent bigger than the previous year, marking the seventh consecutive month of annual gains. And as the chart shows, the 12-month sum of pork-belly disappearance stands near 4 percent above 2018 near trend line growth. The risk in belly prices in the next several months is to the upside." 

The May 21st issue of ArrowStream's Weekly Commodity Report discusses the outlook of trade deals with Asia. Commodities expert and EVP of Analytics at ArrowStream, David Maloni, summarized his perspective:

ArrowStream's commodity expert, David Maloni, published in today's Weekly Commodity Report that somewhere between 200 million and 500 million bushels of corn are at risk due to planting delays.