Partner works in export for a massive pork producer.
From what they are saying internally this is/will continue to be a huge shift in the market, the Chinese importers are paying way more generally and even for the parts that the European market doesn't use directly for human consumption.
Chinese has always been buying in qualities that exceeds any supply capacity. And that was before ASF, after that they try to contain it, as well as opening up more Brazilian Pork Import. While xwowsersx was genius in placing the bet 18 months ago, the price / tonne wasn't so clear* until close to mid 2019 when everything went out of hand.
* It wasn't clear because despite raising prices, pork prices ( Brazilian ) has been trading at a ridiculously low level since ~2015.
From what they are saying internally this is/will continue to be a huge shift in the market, the Chinese importers are paying way more generally and even for the parts that the European market doesn't use directly for human consumption.