AHDB analyst Rebecca Wright says about a third of the US cattle herd is in drought areas, with many pastures in poor condition and cow and heifer slaughter rising early. USDA data show beef cows down 2% and replacement heifers contracting, while dairy herd is expanding.
US beef production is forecast at 12.7 million tonnes, with exports expected to grow.
Drought-driven early slaughter and rising feed costs tighten future cattle supplies, supporting higher cattle prices, while export growth adds demand for US beef.
在过去 80 次看涨的天气事件之后,活牛 在 5 个交易日内中位数变动 +0.1%(54% 上涨;中间一半区间为 -0.8% 至 +1.3%),20 个交易日内为 +0.7%。
在过去 79 次看涨的天气事件之后,架子牛 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -1.4% 至 +1.7%),20 个交易日内为 +1.4%。
在过去 445 次中性的天气事件之后,玉米 在 5 个交易日内中位数变动 +0.1%(52% 上涨;中间一半区间为 -1.4% 至 +1.6%),20 个交易日内为 +0.7%。
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。