Want to share the highest value add article I’ve read on shrimp. It’s a long read on the shrimp space in India and Ecuador.
Some excerpts:
- How China has been Ecuador’s major market in the last decade:
- The case for how value add shrimp is the way to beat Ecuador:
In general, the key question for commodity shrimp is whether Ecuador has enough production volumes to service both Chinese + US demand. If most of their shrimp heads to China after the fall in 2020-2022, then a normalisation in US inventories this summer could start a revival.
Here’s another read on US inventories:
The blog I’ve linked to also has two fantastic reports on Ecuador and India.