
Agri-Pulse reports Mexican cattle supply about 60% of U.S. live cattle imports and a significant part of the U.S. beef supply. Choice boxed beef reached a record $367.55 per hundredweight, up 16.8% year over year, while border-state cattle on feed have fallen sharply.
The import suspension is hurting Southwest feedlots and ranches.
Lost Mexican feeder supply tightens the cattle complex and supports high cattle prices, while feedlot inefficiency raises costs for feed buyers.
After 148 past bullish disease events, Live Cattle moved a median +0.4% over 5 sessions (62% higher; middle half -0.5% to +1.2%), and +1.4% over 20.
After 122 past bullish disease events, Feeder Cattle moved a median +0.4% over 5 sessions (60% higher; middle half -1.0% to +1.6%), and +2.0% 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.