Rabobank’s Global Poultry Outlook in the current geopolitical climate

🐔 🛳️ Recent geopolitical developments are raising questions about potential impacts on global poultry supply chains.

Earlier this week, we shared a briefing with members outlining possible implications of the evolving situation for the poultry sector, particularly through energy markets, fertiliser availability, feed costs, and logistics.
As we noted, disruptions affecting shipping routes, commodity markets, or energy prices could have cascading effects across the global poultry value chain.

A newly published outlook from Rabobank provides further useful context and complements several of these observations.

Rabobank’s analysis highlights how the Middle East plays an increasingly important role in global poultry market growth, accounting for a relatively small share of global production but a much larger share of global poultry trade.
The report also emphasises the region’s continued dependence on imported inputs, including feed ingredients, hatching eggs, and equipment, which could make parts of the supply chain particularly sensitive to disruptions.

More broadly, the Rabobank analysis adds further perspective on:
• the strategic role of the Middle East in global poultry demand growth
• the exposure of import-dependent markets to supply disruptions
• the potential implications for global exporters and regional investment flows

As the situation continues to evolve, monitoring developments across energy, logistics, feed inputs, and trade flows will remain important for understanding how the sector may be affected.
For those interested in a deeper analysis, Rabobank’s full note is available here:
👉 https://lnkd.in/dmT4cDna