ANALYSIS: US Shrimp Import Estimates Show Downtrend After Front‑loading
New import estimates (Aug–Oct) developed amid the government shutdown reveal a post‑frontload downtrend that trims near‑term availability. While imports were higher than 2023–24 (years that themselves showed declines), they remain below 2022 levels. Preliminary October signals—where peeled product trends toward the high end of estimates—point to tighter balances for certain forms even as total seasonal volumes cool. Seasonally, the projected Aug–Oct turn confirms the expected counter‑seasonal downtrend after the spring/summer front run. That combination—reduced post‑frontload inflows plus form‑specific...
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