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Oklahoma State extension specialist Derrell Peel said feeder and fed cattle markets were in a summer lull ahead of Labor Day. He expects pronounced initial reactions to the Tyson plant fire in Kansas, which lost about 4-5% of U.S. slaughter capacity.
Steiner Consulting Group noted that less beef will be available in the short term.
Reduced slaughter capacity will tighten boxed beef supply and shift cattle flows to other plants. This points to lower cash and feeder cattle prices until capacity is restored.
feedstuffs.comKrissa Welshans2019年8月15日在过去 29 次看跌的物流事件之后，活牛 在 5 个交易日内中位数变动 -0.3%（38% 上涨；中间一半区间为 -2.0% 至 +0.5%），20 个交易日内为 -3.7%。
在过去 20 次看跌的物流事件之后，架子牛 在 5 个交易日内中位数变动 +1.3%（60% 上涨；中间一半区间为 -0.7% 至 +2.0%），20 个交易日内为 +2.1%。
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。
Analysts expected pronounced initial market reactions to the fire, which took out 4-5% of slaughter capacity during a summer lull, reinforcing the sentiment-driven decline.
