Drought and fires in Australia have reduced its breeding herd and slaughter, cutting the supply of beef available for import into the US. Packers have responded by grinding higher-value cuts for domestic ground beef, widening the price gap between imported and domestic 90% lean trimmings.
Tighter Australian supply lifts imported lean trim costs and supports US cattle and beef values as packers shift cuts into grinding. Buyers should expect firm cattle prices while the import gap persists.
Tras 80 eventos alcista de clima pasados, Ganado en pie se movió una mediana de +0,1 % en 5 sesiones (54% al alza; mitad central entre -0,8 % y +1,3 %), y +0,7 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.