Cattle Market Guys Podcast - 2026-03-13

Описание: Labor tensions mount as JBS's Greeley plant faces potential shutdown next week, with 3,800 union workers voting overwhelmingly to strike. The Colorado facility, one of America's largest beef processors, could create significant market disruption if workers walk out on March 16th. This development comes as cattle futures are already trading lower, suggesting possible market corrections ahead as buyers prepare for reduced processing capacity.

In this week's comprehensive market review, hosts Brock and Jim analyze the latest cattle market data showing stability in cash markets but concerning trends in futures. Five-weight steers are holding at $464.88/cwt, while six-weight categories maintain steady volume with over 8,000 head sold. However, futures markets paint a more cautious picture, with prices trending downward across multiple weight classes.

The episode delves deep into three major market forces affecting producers: the looming JBS labor strike, international trade disruptions, and market consolidation concerns. Brock and Jim examine how Middle East conflicts and U.S.-Mexico border closures are impacting feed costs and cattle supplies, particularly affecting operations in the Southwest. They also discuss Senator Schumer's new legislation targeting major meatpackers and its potential industry implications.

Drawing from historical perspective, the hosts compare current market challenges to past industry events, including the 1986 IBP strike that severely impacted cattle prices and processing capacity. The discussion provides valuable context for producers navigating today's complex market landscape, with particular emphasis on preparing for potential processing disruptions and adapting to evolving industry dynamics.

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