AG Squawk with Davis Michaelsen | Bill Bullard | What's Next for the Cattle Industry?
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We sit down with Bill Bullard of R-CALF USA to untangle why record retail beef prices can coexist with painful volatility for cattle producers. We trace the push to restore mandatory country of origin labeling and how imports, market concentration, and policy choices shape the future of the US cattle herd.
• why the US cattle industry keeps contracting and why succession is harder
• how imports and relaxed standards can pressure a market that already underproduces
• what mandatory country of origin labeling (COOL) is and why beef lost it in 2015
• where the new COOL language sits in the Farm Bill process and what “WTO compliant” could mean
• why retail beef prices can rise while live cattle prices fall and what that signals
• how packer and retailer concentration affects margins and price discovery
• why heavier carcass weights show up in tight supply cycles
• the case for import limits, antitrust enforcement, and Packers and Stockyards Act action
• New World Screwworm update and why the border closure matters
Take the markets by the horns with AgBull.com, $25 a month. Or hey, get two months free on us. It’s actually on Tommy. Get two months free, $250 for an annual subscription.
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Apple Music
Spotify
YouTube
TikTok
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We sit down with Bill Bullard of R-CALF USA to untangle why record retail beef prices can coexist with painful volatility for cattle producers. We trace the push to restore mandatory country of origin labeling and how imports, market concentration, and policy choices shape the future of the US cattle herd.
• why the US cattle industry keeps contracting and why succession is harder
• how imports and relaxed standards can pressure a market that already underproduces
• what mandatory country of origin labeling (COOL) is and why beef lost it in 2015
• where the new COOL language sits in the Farm Bill process and what “WTO compliant” could mean
• why retail beef prices can rise while live cattle prices fall and what that signals
• how packer and retailer concentration affects margins and price discovery
• why heavier carcass weights show up in tight supply cycles
• the case for import limits, antitrust enforcement, and Packers and Stockyards Act action
• New World Screwworm update and why the border closure matters
Take the markets by the horns with AgBull.com, $25 a month. Or hey, get two months free on us. It’s actually on Tommy. Get two months free, $250 for an annual subscription.
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Apple Music
Spotify
YouTube
TikTok
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
The candid version is on a podcast,
not the earnings call.
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