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President Trump announced a plan allowing up to 300,000 metric tons of imported beef without an out-of-quota tariff for 90 days, with a claimed 25% discount to market prices. Reports also point to a border reopening to Mexican cattle and meat plant closures.
Producer groups argued the imports would not restore confidence to rebuild the herd.
Duty-free beef imports add supply to the US beef market and weigh on cattle prices, while plant closures could cut packer capacity and widen the cash-to-futures spread.
thefencepost.comCarrie Stadheim2026年10月1日在过去 30 次看跌的政策事件之后，活牛 在 5 个交易日内中位数变动 -0.8%（43% 上涨；中间一半区间为 -2.0% 至 +1.1%），20 个交易日内为 +0.9%。
在过去 24 次看跌的政策事件之后，架子牛 在 5 个交易日内中位数变动 +0.3%（54% 上涨；中间一半区间为 -3.3% 至 +1.2%），20 个交易日内为 +0.5%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
