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2026. 7. 27.무역미국

U.S. reopens Mexican cattle imports as Tyson, JBS surge

Shares of Tyson Foods and JBS jumped after the USDA said it would resume Mexican cattle shipments with a phased reopening starting August 24. JBS rose as much as 9.8% and Tyson gained 7.5%.

Mexico previously sent over a million head a year, and the closure had forced packers to pay up for scarce animals.

중요한 이유

Returning feeder volumes lower packers' procurement costs and support their margins, but they also add supply that pressures live and feeder cattle prices.

영향 대상생우▼비육용 소▼

출처 1건
farmprogress.comBloomberg2026. 7. 27.

가격 반응 및 이력

생우▼하락현재까지1d -2.1%5d -0.6%20d -2.9%

과거 하락 무역 이벤트 121건 이후, 생우은 5거래일 동안 중앙값 -0.6% 변동(상승 40%; 중간 50% 범위 -1.6%~+0.8%), 20거래일 동안 -0.3%.

2026. 7. 27.U.S. to resume limited Mexican cattle imports as beef supplies tighten | TPR-0.6%
2026. 7. 29.USDA Reopens Border to Mexican Cattle Amid Screwworm Fight+1.5%
2025. 6. 30.USDA announces phased reopening of Mexican cattle imports after screwworm closure | Reuters-3.1%
2017. 10. 3.Civic Ledger - U.S. to Resume Mexican Cattle Imports in August After Year-Long Screwworm Ban+2.3%
2026. 9. 1.Cattle Prices Sink as Mexico Border Reopening Shakes U.S. Beef Markets-1.8%

비육용 소▼하락현재까지1d -2.0%5d +0.8%20d -3.1%

과거 하락 무역 이벤트 87건 이후, 비육용 소은 5거래일 동안 중앙값 +0.4% 변동(상승 54%; 중간 50% 범위 -3.2%~+1.9%), 20거래일 동안 +1.1%.

2026. 7. 27.U.S. to resume limited Mexican cattle imports as beef supplies tighten | TPR+0.8%
2026. 7. 29.USDA Reopens Border to Mexican Cattle Amid Screwworm Fight+2.4%
2025. 6. 30.USDA announces phased reopening of Mexican cattle imports after screwworm closure | Reuters+1.9%
2017. 10. 3.Civic Ledger - U.S. to Resume Mexican Cattle Imports in August After Year-Long Screwworm Ban+2.3%
2026. 9. 1.Cattle Prices Sink as Mexico Border Reopening Shakes U.S. Beef Markets+2.3%

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

생우 LCATTLE · GP ▸

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비육용 소 FCATTLE · GP ▸

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