FAPRI-MU market projections compare two cases for US cattle trade with Mexico: a gradual return to historical import levels and imports that stay well below normal. Limited imports would leave the US with fewer feeder cattle and lower beef output.
Higher prices would then encourage ranchers to rebuild herds over time.
Smaller feeder cattle supplies raise feeder and fed cattle prices as buyers compete for fewer animals. Lower feedlot placements also reduce demand for feed rations over the next several years.
After 47 past bullish trade events, Feeder Cattle moved a median +0.2% over 5 sessions (53% higher; middle half -1.0% to +1.0%), and +1.5% over 20.
After 78 past bullish trade events, Live Cattle moved a median +0.1% over 5 sessions (51% higher; middle half -1.1% to +1.2%), and +0.5% 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.