ANALYSIS: Record Lows and a Partial Recovery - US Frozen Pork Cold Storage Deficit Persists
US frozen pork cold storage entered 2026 on historically precarious footing, with December 2025 ending inventories confirmed as the lowest on record in the series dating back to 1999, approximately 21% below the long-term December average. January 2026 opened at 403.8 million pounds, 22% below the 10-year January average, before inventories continued to erode throughout the first quarter. February extended the deficit to its widest point at 25.9% below the 10-year benchmark, while March bottomed out at 400.9 million...
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