39% of Norwegian salmon production operates under regulatory constraints. PO4 (Nordhordland til Stadt) faces mandatory 6% capacity reduction, affecting approximately 17,100 tonnes annually. PO2 and PO8 are trending toward red classification at the next regulatory review, which would extend supply constraints. Biological conditions are improving in 3 zones, supporting capacity expansion prospects. Current constraints contribute an estimated +0.54 NOK/kg to spot prices.