
New World screwworm moved north in Mexico and closed the U.S.-Mexico border to live cattle in July 2025. Feedyards in Texas that rely on Mexican cattle are running at around 70% of capacity, and Mexican cattle are selling at about half their usual price.
The closure cuts feeder cattle supply into U.S. feedlots, which supports feeder prices. Excess cattle on the Mexican side are depressing local values.
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。
Published Oct 17, it describes the screwworm-driven closure of the Mexican cattle border, which keeps feeder supply tight and supports live cattle prices, but it is background information rather than a new shock on Oct 20.