Higher U.S. tariffs on Brazil are expected to reshape global beef trade flows, sparking increased shipments to the U.S. from countries like Mexico and Australia while Brazil seeks alternative markets, analysts said on Wednesday.
Tag Archives beef markets
U.S. tariffs on Brazil will reshape global beef trade flows, analysts say
Cattle rally stalls at historic highs
The Markets: Cattle markets are acting in an unpredictable way across North America
Cattle markets have been difficult to predict over the past seven months with a decline in slaughter in the U.S. and continued increases in cattle on feed, but prices remain high.
U.S. cattle ranchers slowly start to rebuild decimated herd
Meatpackers want larger herds to bring down cattle prices from record highs
In major U.S. livestock regions, some ranchers have slowly begun taking the first steps to boost cattle production after the nation’s inventory shrank due to a years-long drought that dried up pasture land used for grazing and hiked feeding costs.
Beef demand drives cattle and beef markets higher
The Markets: Feedlot profitability could be challenging by the end of the year
Prices for beef cattle continue to be strong across the beef value chain, although feedlot profitability could be challenging by the end of 2025, analyst Jerry Klassen says.
Beef cattle prices start to reduce demand
The Markets: Watch U.S. consumer buying trends for signs of the cattle market’s future
U.S. consumer purchasing has slowed, which means slower movement of cattle to beef processors. This will likely mean declining prices, says Jerry Klassen, market analyst.
U.S. cattle producers have started rebuilding herds, or will soon, Tyson Foods CEO says
U.S. cattle producers have started rebuilding the nation's herd or are close to doing so, Tyson Foods CEO Donnie King said on Wednesday, after supplies dwindled to a 74-year low.
Cattle markets hold value amidst uncertainty
The Markets: Alberta buyers appear to be pricing in a tariff risk discount while U.S. buyers are not
Cattle markets continue to hold at their high levels, although Alberta buyers appear to be pricing in a tariff risk discount while U.S. buyers are not.
Tariffs decrease disposable income and lower beef demand
The Markets: The unknown question is, how long could it be until demand affects beef pricing?
Tariffs lower standard of living, and for beef producers lower consumer spending will eventually mean less demand and lower prices.
Cattle markets try to adjust to tariffs
The Markets: There continue to be tight supplies for cattle that are ready to market, keeping prices high
There continue to be tight supplies for cattle that are ready to market, keeping prices high, despite tariff uncertainly in North America, analyst Jerry Klassen says.
Brazil’s JBS bullish despite challenging outlook for US beef business
JBS, the world's largest meatpacker, said cattle remain scarce and expensive in the U.S., dampening the outlook of its beef business in the country where the company derives most of its sales.
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