The Battle for Margin Has Shifted in Cattle

In this episode, we break down one of the biggest shifts we've seen in the cattle market this year: packers are regaining leverage. We discuss the impact of Tyson plant closures, improving packer margins, the lowest July cattle placements since 1995, and what tighter supplies could mean moving forward. We also dive into the reopening of Mexican cattle imports, declining heifer slaughter rates, rising feed costs, and whether feedyards are becoming the pressure point in today's market. Plus, we...