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USDA's December outlook raised fourth-quarter 2025 beef production by 185 million pounds to 6.595 billion pounds on record carcass weights. Tyson closed its Lexington, Nebraska plant and reduced Amarillo, Texas, cutting U.S. fed slaughter capacity by over 7%.
Higher beef output and lower packing capacity shift supply dynamics, pressuring cattle prices while tight cattle supplies limit packer efficiency.
beefweb.comTanya EadieDec 18, 2025After 144 past bearish report events, Live Cattle moved a median -0.1% over 5 sessions (49% higher; middle half -1.1% to +0.9%), and +0.5% over 20.
After 126 past bearish report events, Feeder Cattle moved a median +0.1% over 5 sessions (52% higher; middle half -1.3% to +2.0%), and +0.6% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
