
Víctor Tonelli presented projections at the 5th Federal Livestock Congress in Rosario estimating global beef supply could fall about 15% between 2025 and 2028. He said 84% of the global cattle sector has started retaining animals, a process that could last five to ten years.
A projected global beef supply contraction, driven by herd rebuilding, would tighten beef availability and support higher cattle prices and stronger demand for feed. The slow herd rebuild limits how quickly production can respond.
After 28 past bullish macro events, Live Cattle moved a median -0.3% over 5 sessions (39% higher; middle half -1.2% to +0.9%), and +1.7% 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.