The Battle for Margin Has Shifted in Cattle
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The Battle for Margin Has Shifted in Cattle
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In this episode, we break down one of the biggest shifts we've seen in the cattle market this year: packers are regaining leverage. We discuss the impact of Tyson plant closures, improving packer margins, the lowest July cattle placements since 1995, and what tighter supplies could mean moving forward. We also dive into the reopening of Mexican cattle imports, declining heifer slaughter rates, rising feed costs, and whether feedyards are becoming the pressure point in today's market. Plus, we explore risk management opportunities for producers trying to protect profits in a market that remains historically strong but increasingly volatile. If you're wondering where cattle prices, packer margins, and producer profitability go from here, this is a conversation you won't want to miss.