Prediction record

Misseconomy

China's pork supply chain will experience significant disruptions from African swine fever, as bad as or worse than the 2018-2019 outbreak.

A scored record for Peter Zeihan, made on .

VideoPrimary sourceeconomysociety

Scored record

Misseconomy

we should expect some significant issues throughout the food supply chains for pork throughout the Chinese system will it be as bad as it was four years ago kind of believe it will if not worse

China's pork supply chain will experience significant disruptions from African swine fever, as bad as or worse than the 2018-2019 outbreak.

Made on
2023-03-20
Outcome
Miss
Importance
3 / 5
Contribution
+0.46

Criterion

Resolution status
resolved
Resolved on
2024-01-17

China's pork supply chain suffers significant ASF-driven disruption (herd losses/supply contraction) comparable to or worse than the 2018-2019 outbreak within roughly the following year.

Criterion: China's pork supply chain suffers significant ASF-driven disruption (herd losses/supply contraction) comparable to or worse than 2018-2019 within ~the following year (by 2024-03-20). Resolvable and directionally negative: 2023 delivered RECORD pork production (57.94 MMT, +5%) versus the ~21% collapse of 2019, so the 'as bad as or worse than 2018-2019' bar was not met. resolved_on set to the USDA China annual report window (mid-Jan 2024). Outcome value left for quantify/score stage.

Sources

  • Peter Zeihan || Famine: The Ultimate Country Killer

    YouTube ·

    Source

Outcome evidence

  • China's National Bureau of Statistics / industry reporting: China set a RECORD pork production high of 57.94 million tonnes in 2023, up ~5% year-over-year — the opposite of a severe supply contraction. ASF circulated (a Jan-Feb 2023 wave reportedly hit ~10% of the sow herd) but did NOT cause output collapse; 2023 was a year of oversupply and low producer margins.

    Evidence

  • USDA FAS (China Livestock and Products Annual, Jan 2024): China pork production recovered to/around pre-ASF ~55-57 MMT levels in 2022-2023; the 2024 forecast was only a ~1% decline to ~55.95 MMT on slightly lower sow inventory — far from a 2018-19-scale shock.

    Evidence

  • Baseline for comparison (2018-2019 outbreak): ~225 million swine died or were culled; 2019 hogs slaughtered fell 21.6% and pork production fell 21.3% YoY. The 2023-2024 ASF situation (record output, ~5% production rise, only modest sow-herd erosion) was NOT comparable to or worse than 2018-2019 — it was dramatically milder.

    Evidence

Corrections

No public corrections.

Score contribution

+0.46
Confidence
65%
Outcome
Miss
Importance
3 / 5
Contribution
+0.46

This page displays the scored record as published; the website doesn't recompute or adjust the score.

Provenance

China's pork supply chain will experience significant disru…
Methodology version
v1.0.0
Last computed
July 4, 2026
Made on
2023-03-20

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