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A Texas A&M economist says the loss of Mexican feeder cattle imports, which averaged about 26,000 head a week in 2024, is hitting US feedlots and packing plants. Screwworm cases remain in Mexico, though none have been detected in the US.
Removing about 26,000 feeder cattle weekly from supply reduces feedlot placements and beef output, supporting higher feeder cattle and beef prices.
在过去 122 次看涨的疫病事件之后,架子牛 在 5 个交易日内中位数变动 +0.4%(60% 上涨;中间一半区间为 -1.0% 至 +1.6%),20 个交易日内为 +2.0%。
在过去 148 次看涨的疫病事件之后,活牛 在 5 个交易日内中位数变动 +0.4%(62% 上涨;中间一半区间为 -0.5% 至 +1.2%),20 个交易日内为 +1.4%。
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。