• Type: observation (subtype: monitoring-refresh)
• event_id: 2026-06-26-livestock-disease-eow-monitoring-refresh
• Source: perspective data table (2026-06-26); 2026-06-26-food-security (adjacent lane sweep, no screwworm signal); 2026-06-26 full-scan captures.

Out-of-zone detection alert: NOT FIRED. No USDA APHIS detection beyond the Zavala County 20 km zone across the full-scan sweep. Containment posture unchanged; sterile-fly program is the active tool, and we are inside the multi-cycle efficacy window (3 weeks per fly generation).

ELAN RSI 56.5, +3.7% 30d, strong-up — quiet positive drift, holding relative strength vs a broken complex (ZTS RSI 36.6 strong-down, PAHC RSI 41.8 strong-down, ZTS -53% from 52wk high). The up-chain animal-health thesis is intact.

HRL RSI 79.7, +26.5% 30d — the designated "working substitution" name (pork) is the week's notable mover in the complex. This is the closest the data has come to the hurt-down/alternatives-up dispersion pattern the thesis needs. Not confirmed as screwworm-driven — HRL is a diversified packaged-food company and the move may be broad defensive-consumer rotation. Noted as a thesis data point; does not change the monitoring posture.

TSN -10.6% 30d, RSI 47.7 — beef-adjacent processor still underperforming, consistent with cattle-supply-pressure read. No new read; same pattern as 2026-06-04 and 2026-06-16.

Priority stays medium. Monitoring posture. Next gates: any APHIS out-of-zone detection (escalation trigger) or ELAN Q2 print (~early August).