◂ 이벤트 타임라인

2021. 8. 31.보고서미국

Is the U.S. Cattle Oversupply Finally Cleared?

Rabobank said the U.S. cattle oversupply had cleared, citing strong domestic demand, Chinese and Southwest Asian beef buying, and larger-than-expected fed cattle marketings. A joint USDA and Statistics Canada report put the July 1 combined herd at 113 million head, down 1% year over year.

중요한 이유

A shrinking herd and cleared backlog tighten cattle supplies and support live and feeder cattle prices going into the fall.

영향 대상생우▲비육용 소▲

출처 1건
foodinstitute.comChris Campbell2021. 8. 31.

가격 반응 및 이력

생우▲상승현재까지1d -0.5%5d +1.8%20d +0.0%

과거 상승 보고서 이벤트 268건 이후, 생우은 5거래일 동안 중앙값 +0.3% 변동(상승 58%; 중간 50% 범위 -0.7%~+1.4%), 20거래일 동안 +1.7%.

2025. 12. 3.Cattle outlook 2026: Is this the year when the herd size finally expands? | FCC+4.2%
2022. 6. 1.Cattle Supply and Demand Issues for the 2022 Marketing Year+0.9%
2019. 8. 1.Turning point in US cattle supply+0.4%
2023. 1. 31.U.S. cattle inventory falls 3%+1.6%
2023. 4. 12.Fed Cattle Supplies+3.3%

비육용 소▲상승현재까지1d -0.6%5d -4.7%20d -5.9%

과거 상승 보고서 이벤트 227건 이후, 비육용 소은 5거래일 동안 중앙값 +0.4% 변동(상승 57%; 중간 50% 범위 -1.2%~+1.5%), 20거래일 동안 +1.1%.

2025. 12. 3.Cattle outlook 2026: Is this the year when the herd size finally expands? | FCC+1.7%
2022. 6. 1.Cattle Supply and Demand Issues for the 2022 Marketing Year+4.4%
2019. 8. 1.Turning point in US cattle supply-1.4%
2023. 1. 31.U.S. cattle inventory falls 3%+2.1%
2023. 4. 12.Fed Cattle Supplies+1.9%

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.

연관 가격 변동

생우+3.6%1개 기간 · 2021. 9. 1.까지6.9σ
Rabobank's view that the U.S. cattle oversupply had cleared, plus strong domestic and Asian beef demand, was a bullish supply/demand signal that plausibly drove buying.
생우+3.6%1개 기간 · 2021. 8. 31.까지6.8σ
Rabobank's view that the US cattle oversupply has cleared, with strong demand and a smaller herd, is a bullish sentiment and supply factor published on Aug 31.

생우 LCATTLE · GP ▸