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Cattle Call
8 - 14 - 2026
This was a rough week in
the cattle complex. Bearish news seems
to have a target on the market and we cannot shake it, the latest
being Tysons restructure announcement. In my opinion, Tyson is
either reshaping to be more efficient in the cattle business, OR they
are looking to reduce their exposure to the industry as a whole.
Either way the market did not respond well.
I am worried about reduced
domestic beef processing infrastructure.
The current administration likes to state they want domestic
production of beef, but the facts suggest a continued move towards
increasing imports to fill demand.
Coming into the week, producers
were asking $240 in the north.
$230 traded in Nebraska mid-week. As of today, bids are at $223. I
have heard some notable sale barns being down $20/cwt today. The
only light at the end of the tunnel may be that packers are profitable
again. Hopefully a little greed comes into play and they increase the
kill. I do think the days of possession being king are over. Turn after
turn rewarded ownership. Going forward there will be opportunity,
but lets be diligent.
-Dallas Granstra
The risk of loss when trading
futures and options is substantial. Each
investor must consider whether this is a suitable investment. Past
performance is not indicative of future results.
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