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Protein Pulse Podcast

Protein Pulse Podcast

著者： Shawn Sparks
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The Protein Pulse Podcast delivers concise, commercially focused protein market intelligence for buyers, sellers, traders, procurement leaders, processors, and executives across the beef, pork, chicken, feed, and global protein markets. Each episode translates USDA data, market pricing, slaughter trends, trade flows, imports, feed costs, policy developments, and supply-chain signals into clear, practical market context. The focus is simple: cut through the noise, explain what the numbers mean, and give protein professionals the market context they need before making their next decision. Your Daily Market Update on All Things Protein.Copyright 2026 Shawn Sparks アート クッキング 政治・政府 経済学 食品・ワイン
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  • THE PROTEIN PULSE — DRIVE TIME | Monday Market Open | September 28, 2026

    THE PROTEIN PULSE — DRIVE TIME | Monday Market Open | September 28, 2026
    2026/09/28
    THE PROTEIN PULSE — DRIVE TIMEMonday Market Open | September 28, 2026

    HOST: Protein Pulse Drive Time. Monday Market Open, September twenty-eighth. From The Sparks Group.

    SHAWN: Here is the irony in beef this morning. We are finally reopening another valve for cattle supply just as a new operational risk is showing up at the packing plant. Santa Teresa is open again. Four hundred eight head on day one is not enough to change the market. Stepped-up federal immigration enforcement is disrupting labor and cattle movement across parts of the Southern Plains. Two days do not make a trend. In a cattle market already short on headcount, it does not take much operational disruption to matter.

    HOST: Hales estimates heifer slaughter at one hundred thirty-four thousand five hundred — the lowest non-holiday week since May twenty twenty. Year-to-date heifer slaughter eight hundred eleven thousand below last year. Steers down five hundred fifty-two thousand. Weekly cattle slaughter four hundred eighty-four thousand, down thirteen point four percent year over year.

    SHAWN: Packer calculated margins plus one sixty to plus one eighty-five — sixth straight positive week. Fresh nineties four ten. Fifties eighty-eight cents. Cheap fat does not make lean cheap. D H S said ice was not conducting worksite operations in Kansas. The response cited by the Texas Tribune did not address Texas or Oklahoma. Cattle availability and cattle actually getting through the plant are two different things. Watch the females, the border, and the plant. Stay disciplined.

    HOST: Protein Pulse Drive Time. Shawn Sparks, The Sparks Group.

    SHAWN: Stay disciplined.
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    2 分
  • THE PROTEIN PULSE PODCAST | Monday Market Open | September 28, 2026

    THE PROTEIN PULSE PODCAST | Monday Market Open | September 28, 2026
    2026/09/28
    THE PROTEIN PULSE PODCASTMonday Market Open | September 28, 2026Your daily market update on all things proteinHOST: Welcome to The Protein Pulse Podcast — your daily market update on all things protein. This is Monday Market Open for September 28, 2026, from The Sparks Group.SHAWN: Here is the irony in beef this morning: we are finally reopening another valve for cattle supply just as a new operational risk is showing up at the packing plant. Santa Teresa is open again. That should eventually help feeder availability, but four hundred eight head on day one is not enough to change the market. At the same time, stepped-up federal immigration enforcement is disrupting labor and cattle movement across parts of the Southern Plains. Whether you support the policy or not, delayed cattle and reduced plant staffing can mean fewer kills, fewer boxes, and higher cost per head. Two days do not make a trend. But in a cattle market already running short on headcount, it does not take much operational disruption to matter.HOST: The most interesting beef number this morning may not be total slaughter. Hales Trading estimates heifer slaughter at one hundred thirty-four thousand five hundred head — the lowest non-holiday weekly total since May ninth, twenty twenty. Since the beginning of the year, Hales estimates heifer slaughter is eight hundred eleven thousand head below last year, compared with steer slaughter down five hundred fifty-two thousand. That does not prove the herd rebuild is fully underway. After months of talking about what eventually has to happen, fewer females are actually entering slaughter.SHAWN: Hales believes some beef heifers are already being retained and says retention could accelerate in twenty twenty-seven if winter and spring moisture supports grass. Weekly cattle slaughter fell to four hundred eighty-four thousand, down eight point five percent on the week and thirteen point four year over year. Beef production fell to four hundred thirty point one million pounds, down eight point four on the week and twelve point five year over year. Year-to-date cattle slaughter twenty million, down seven point seven. Year-to-date beef production seventeen point eight five one billion pounds, down five point three.HOST: The grind. Weekly processing-beef averages. Fresh nineties four ten ninety-three, up two fifty-three cents on the week. Eighty-fives three sixteen sixty-four, down twelve oh three cents. Fifties eighty-seven seventy-seven cents, down a cent nineteen. The ninety-fifty spread is three twenty-three sixteen a pound. Cheap fat does not make lean cheap. Monday’s formulated-sales report: fourteen point four six million pounds of formulated fresh fifty percent trim at eighty-eight eighty-five cents.SHAWN: Lower kills did not hurt packer economics last week. Hales estimates calculated margins at plus one sixty to plus one eighty-five a head, roughly forty dollars stronger on the week and the sixth consecutive week of positive calculated packer margins. Hales’ weekly Choice average was three seventy-seven fifty, up three twenty-four from the previous week. Fewer cattle through the plant can tighten beef availability. If boxed-beef values strengthen faster than cattle costs, packers can still improve margins on lower throughput.HOST: Santa Teresa is moving Mexican cattle again. Four hundred eight head on the first day is not enough volume to materially change feeder availability. The reopening matters. The volume matters more. The Texas Cattle Feeders Association, Kansas Livestock Association, and Oklahoma Cattlemen’s Association reported workforce disruption and delays moving thousands of cattle to processors amid federal immigration enforcement. D H S said ice was not conducting worksite operations in Kansas. The response cited by the Texas Tribune did not address Texas or Oklahoma. For the market, the consequence is physical: fewer cattle through the plant can mean fewer boxes, disrupted fabrication schedules, and fixed costs spread across fewer head. Cattle held back can also accumulate additional feed, yardage, and logistics expense.SHAWN: Chicken continues to provide volume. The USDA whole-bird composite averaged a dollar sixteen forty-five, down thirty-six hundredths of a cent on the week. Parts were mixed. Boneless thighs strengthened. Tenderloins, leg quarters, and wings softened. W O Gs generally steady, light supplies, adequate floor stocks. Year-to-date chicken slaughter seven point one oh three billion, up one point one percent. Mexico continues to report no active H P A I outbreaks in commercial poultry, although H five N one and H seven N three detections remain present in wild birds.HOST: Pork has a different setup. Weekly cutout eighty-seven thirty-one cents, down thirty-two hundredths. Loins, butts, picnics, and ribs declined. Hams and bellies strengthened. Forward supply is beginning to look tighter. Total hog numbers down about one point five percent year over year. ...
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    8 分
  • THE PROTEIN PULSE — DRIVE TIME | Closing Bell Friday | September 25, 2026

    THE PROTEIN PULSE — DRIVE TIME | Closing Bell Friday | September 25, 2026
    2026/09/25
    THE PROTEIN PULSE — DRIVE TIMEClosing Bell Friday | September 25, 2026

    HOST: Protein Pulse Drive Time. Closing Bell Friday, September twenty-fifth. From The Sparks Group.

    SHAWN: Kansas and the Hogs and Pigs report tell two different stories. National Beef adjusted shifts in Liberal. Cattle shipments have been delayed. That can become a problem for next week’s production schedule, regardless of where the cutout closed. USDA reported a smaller pig crop despite record productivity. Those missing pigs won’t be there when they would ordinarily reach market. A softer market doesn’t guarantee a full truck.

    HOST: Thursday cattle slaughter ninety thousand versus one hundred seven thousand the previous Thursday. Year-to-date down seven point seven percent. USDA does not establish how much of Thursday’s drop is immigration enforcement. Santa Teresa reopened Thursday. That helps feeder supply. It does not replace finished cattle this week.

    SHAWN: Herd seventy-four point three million, down one point five. Breeding herd smallest September since twenty thirteen. Record eleven point nine six pigs per litter. Summer pig crop still smaller. Fresh nineties three ninety-nine. Imported nineties around three nineteen C I F East Coast. About eighty cents between references — not a confirmed delivered saving. Confirm next week’s beef loads. Check pork coverage against the weeks you actually need product. Stay disciplined.

    HOST: Protein Pulse Drive Time. Shawn Sparks, The Sparks Group.

    SHAWN: Stay disciplined.
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    2 分
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