Rabobank: Salmon Supply Growth to Stall, Tariffs, Trade Shifts to Drive Shrimp Volume

Resilient consumer demand is keeping prices firm across major aquaculture species as 2026 gets underway, even with constrained supply, shifting trade flows, and geopolitical uncertainty continuing to test seafood markets around the world, according to Rabobank’s latest Global Aquaculture Update.
“While inflation has eased in major economies, supporting demand, the industry still faces headwinds from macroeconomic uncertainty, evolving tariff regimes, and climate‑related pressures,” said Novel Sharma, Seafood analyst at RaboResearch.
Farmed salmon input is expected to largely stall in 2026, with a potential...
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