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A Utah State University analysis finds that the temporary expansion of the beef tariff-rate quota, which allows an extra 300,000 metric tons of beef at lower tariffs from September 1 to November 30, pushed domestic 90% lean trimmings about 5% below predicted levels. Cull cow prices fell 7.1% to 9.3% below forecast, while retail ground beef fell at most 1.4%.
Lower imported beef supply costs and cheaper lean trimmings weigh on cull cow and processing beef values, with producers absorbing most of the cost so far. Feed buyers should expect continued pressure on cow slaughter values while the quota remains in effect.
thevetscope.comGrace KimNov 12, 2026After 121 past bearish trade events, Live Cattle moved a median -0.6% over 5 sessions (40% higher; middle half -1.6% to +0.8%), and -0.3% over 20.
After 87 past bearish trade events, Feeder Cattle moved a median +0.4% over 5 sessions (54% higher; middle half -3.2% to +1.9%), and +1.1% 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.
