Fat Tuesday with Mike Sands | Cattle Market Pressure Points
AG Bull
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<p>We walk through the week’s biggest cattle market drivers, from JBS plant closures to Iran-related macro moves that shift energy prices and market mood. Then we zoom into the on-the-ground fundamentals: screwworm surveillance, changing feedlot placements, record-slow marketings, and the risks that come with record-heavy carcass weights. <br>• JBS Pennsylvania closure and where slaughter cattle get rerouted <br>• Memphis value-added plant closure and what “value-added” really means <br>• Iran developments, crude oil reaction, and why cattle markets care <br>• New World screwworm case count, geography, and why the spread matters <br>• USDA response: surveillance, sterile flies, and limited movement restrictions <br>• No food safety risk and why that matters for consumer demand <br>• May feedlot placements outlook ahead of the Cattle on Feed report <br>• Drought signals, heifer decisions, and cattle moved earlier than normal <br>• Record-slow marketings and the shrinking window to manage weights <br>• Feedlot inventories above last year and what that implies for fed supplies <br>• Front-end supply over 180 days, summer heat, and death loss risk <br>I think it’s pretty important to tune in because I think we have unique things each week that we bring to the table. <br><br></p>
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<p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. </p>
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