Why now: campaign-01: capital deployment window 2026-09-08

What was noticed?

The disease scenario remains conditional on official detection and commercial transmission; animal-health demand and protein substitution must be tested separately.

Why might it matter?

The campaign verdict is INTACT, conditional. The unresolved branch cannot be promoted from a price move or a historical model alone.

What evidence is real, and what is still only a pointer?

Receipt selector: C:livestock-disease in the campaign thesis review and its accompanying receipts.

Still required: Current USDA/APHIS detection plus measurable animal-health demand and protein substitution.

Which existing research does it update or duplicate?

The registered livestock-disease perspective. This question tracks the unresolved branch of the campaign review, not a duplicate completed finding.

What should be written if the evidence clears?

A sourced perspective update adjudicating this exact test: USDA/APHIS out-of-zone detection and commercial animal-health or protein-substitution evidence.

Reviewed September 6 using September 4 settled prices. September 7 is the U.S. Labor Day holiday; the decision window is September 8.