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.
• JBS Pennsylvania closure and where slaughter cattle get rerouted
• Memphis value-added plant closure and what “value-added” really means
• Iran developments, crude oil reaction, and why cattle markets care
• New World screwworm case count, geography, and why the spread matters
• USDA response: surveillance, sterile flies, and limited movement restrictions
• No food safety risk and why that matters for consumer demand
• May feedlot placements outlook ahead of the Cattle on Feed report
• Drought signals, heifer decisions, and cattle moved earlier than normal
• Record-slow marketings and the shrinking window to manage weights
• Feedlot inventories above last year and what that implies for fed supplies
• Front-end supply over 180 days, summer heat, and death loss risk
I think it’s pretty important to tune in because I think we have unique things each week that we bring to the table.

Tommy's Premium Subscription: www.agbull.com

AgBull Audio and Video Links

Apple Music

Spotify

YouTube

TikTok

Futures and options trading involve risk and are not suited for everyone.

Support the show