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Manila Times Business

Lerøy Seafood Group ASA: Trading update Q2 2026

HARVESTED VOLUME OF SALMON AND TROUT Total harvested volume of salmon and trout in Q2 2026 was 44,750 GWT, compared with 48,900 GWT in Q2 2025. The figures do not include harvested volume from Scottish Seafarms. Harvested volume by region for Q2 2026 (Q2 2025), measured in 1,000 GWT: Lerøy Aurora: 7.1 (11.1) Lerøy Midt: 19.70 (16.9) Lerøy Sjøtroll: 18.0, of which 10.4 trout (20.9, of which 9.8 trout) CATCH VOLUME HAVFISK Total catch volume in Lerøy Havfisk, measured in 1,000 tonnes: Q2 2026: 18.

Context & Analysis

Global aquaculture supply chains are highly concentrated, with Norwegian producers accounting for a substantial share of the world’s farmed salmon and trout. When a major exporter adjusts its harvest pace, it rarely stays confined to regional markets. Shifts in production volumes often reflect operational recalibrations, disease management protocols, or environmental constraints that ripple through international trade flows. For Philippine businesses that depend on imported premium seafood, these adjustments serve as early indicators of potential supply tightness or freight cost fluctuations.

The Philippine hospitality and retail sectors source a steady volume of cold-water fish to meet demand from urban consumers, high-end restaurants, and specialty grocers. Any contraction in Northern Hemisphere harvests typically translates into higher landed costs, forcing importers and distributors to reassess pricing strategies and inventory buffers. Filipino food service operators must therefore factor in greater input volatility when planning menus and negotiating supplier contracts. At the consumer level, premium seafood segments often absorb these cost pressures through adjusted retail pricing, while value-conscious buyers may shift toward domestic alternatives.

From a macroeconomic standpoint, the Bangko Sentral ng Pilipinas closely monitors agri-food import trends as part of the broader trade balance. Sustained supply constraints from key exporting nations can widen the agricultural trade deficit, influencing foreign exchange demand and peso valuation dynamics. Meanwhile, the Department of Trade and Industry and the Food and Drug Administration track import compliance and market pricing to ensure supply stability. When global harvest volumes contract, local traders frequently accelerate sourcing diversification, turning to Southeast Asian aquaculture hubs or scaling up domestic production of bangus, tilapia, and seaweed-derived proteins.

Going forward, Philippine importers and investors should track quarterly production updates from Northern producers, monitor freight rate movements, and watch peso volatility against the Norwegian krone and US dollar. Regulatory guidance from DTI on import pricing transparency, alongside BSP data on agri-food trade flows, will provide clearer signals on how global supply adjustments filter down to local markets. Businesses with exposure to seafood procurement should stress-test their supply chains against climate-related production shocks and consider longer-term partnerships with alternative sourcing regions.

Analysis by IJE Software — original commentary on the story above.

This is an excerpt. Read the full article at the original source:

Source: manilatimes.net

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