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Agriculture Secretary Brooke Rollins said the administration will announce a plan next month to expand U.S. beef production, focused on opening more working lands. She ruled out payments to producers to retain heifers and cattle from slaughter.
Cattle and beef prices have soared due to historically low herd numbers and the closed Mexican border.
A plan to expand production would add supply over time, which is bearish for future cattle prices, and ruling out heifer-retention payments removes a short-term bullish supply tightening measure.
agri-pulse.comPhilip Brasher2025年9月25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。
