USDA announced risk-based phased reopening of southern ports to cattle, bison and equine imports from Mexico, starting with Douglas, Arizona, as early as July 7. The decision follows improved sterile fly dispersal and surveillance in Mexico, with no notable rise in screwworm cases there for eight weeks.
The ports had been closed since May 11.
Resumed Mexican feeder cattle imports would add supply to a tight U.S. market, which is likely to pressure feeder cattle prices and ease the historic beef price run-up over time.
過去の弱気な貿易イベント87件の後、フィーダー牛 は5営業日で中央値 +0.4% 動き(54% が上昇。中央50%は -3.2% から +1.9%)、20営業日では +1.1% 動きました。
過去の弱気な貿易イベント121件の後、生牛 は5営業日で中央値 -0.6% 動き(40% が上昇。中央50%は -1.6% から +0.8%)、20営業日では -0.3% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
The official USDA notice of southern port reopening starting July 7 is the source of the supply-outlook shift behind the futures selloff.
USDA's June 30 announcement of a phased reopening of Mexican cattle imports from July 7 raises expected feeder supply, a bearish trade-flow factor for cattle futures.