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An analysis from Utah State University estimates the price effect of a temporary expansion of the beef tariff-rate quota, which allows an extra 300,000 metric tons of lean beef to enter at lower tariffs from September 1 through November 30. The author uses statistical models to isolate the policy's impact from other market drivers.
Cheaper imported lean beef lowers fed cattle, cull cow and ground beef prices, reducing the value of cattle and the demand signal for feed inputs in the US market.
morningagclips.comNaomi LaRoseNov 12, 2026After 30 past bearish policy events, Live Cattle moved a median -0.8% over 5 sessions (43% higher; middle half -2.0% to +1.1%), and +0.9% over 20.
After 24 past bearish policy events, Feeder Cattle moved a median +0.3% over 5 sessions (54% higher; middle half -3.3% 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.
