
A fire on Aug. 9 at the Tyson Fresh Meats plant in Holcomb, Kansas, disrupted one of the largest U.S. beef processing facilities.
The plant has roughly 6,000 head of daily capacity, about 6% of U.S. slaughter, and the damage was mainly electrical. Cattle were redirected to other plants that were already operating near capacity.
Lost slaughter capacity tightens beef supply and raises packer and cutout values, while fed cattle buyers face fewer outlets and pressure feeder cattle prices. Reallocating cattle to other plants has partly offset the effect.
Setelah 40 peristiwa logistik sebelumnya, Sapi Hidup bergerak median -0,3% selama 5 sesi (45% lebih tinggi; separuh tengah -1,4% sampai +1,4%), dan -1,9% selama 20 sesi.
Setelah 20 peristiwa logistik bearish sebelumnya, Sapi Bakalan bergerak median +1,3% selama 5 sesi (60% lebih tinggi; separuh tengah -0,7% sampai +2,0%), dan +2,1% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.