Written Commentary
MORNING LIVESTOCK FUTURES OUTLOOK
CATTLE COMPLEX
On Wednesday international trade data was released for January through June 2025. Brazil imports to the US were down as was Australia’s. It appears they started finding other countries to buy their beef and won’t have problems in the future to buy it. In Australia a 35% tariff along with transportation/ storage/interest adds to the cost for US buyers. A 50% tariff on Brazil makes it difficult for US buyers to be completive buying .
PORK COMPLEX
January through June 2025 US pork exports were in total down 4%. Muscle cuts were down 2% and variety meats were down -13%.
Traders believe consumers will eat more pork in 2025. With expected increase of 1% in inventory it better happen. The big unknown is, will US export more pork? So far for 2025 it is not happening.
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