This week, Lauren is joined by Samantha Cozza-Wright and first-time guest Andrea VanHorn to break down a volatile week in the cattle market. The conversation covers softer cash cattle trade, stronger yearling demand, the market impact of the potential JBS Greeley disruption, growing national attention on beef prices, and why risk management tools matter in a market that continues to react quickly to headlines. The episode also touches on grain market stability, high input costs, and the bigger picture facing both cattle and crop producers as spring gets underway.
Links
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Key Takeaways
• Cash cattle traded mostly $238 to $242 last week, about $3 to $6 lower than the previous week
• Some isolated trade was reported as low as $233, but most of the market centered around the high $230s to low $240s
• Feeder cattle stayed relatively resilient, especially yearlings, even as futures softened
• Some sale barns still reported strong receipts, with larger consignments than many expected heading into spring
• Markets continue to react quickly to headlines, from plant disruptions to global conflict
• Samantha sees the Greeley JBS strike headlines as a bigger market story than an actual long-term slaughter capacity issue
• Packers are still using lower kill numbers and tighter slaughter schedules to improve margins
• Boxed beef values remain historically strong for this time of year
• Tight domestic cattle supplies, beef demand, and political attention on food prices are all drawing more national focus to the cattle industry
• Andrea notes that some producers are taking advantage of short-term dips to buy feeders, showing confidence in longer-term cattle strength
• Grain markets remain relatively stable, but high fertilizer and other input costs are still pressuring producers
• The episode reinforces that risk management tools like LRP should be viewed as protection, not a bet against the market
• The goal of coverage is not to hope for a wreck, but to survive one if it happens
Chapters
00:00 Welcome + storms, moisture, and spring conditions
01:20 Market recap with Samantha
04:45 Andrea’s take on current cattle market behavior
06:00 Volatility, headlines, and the Greeley plant discussion
11:20 Why the packer narrative and actual supply may not match
13:10 Grain market update with Andrea
15:50 Bigger-picture cattle market pressures and consumer beef demand
20:20 Why risk management still matters in this kind of market
23:15 Closing thoughts and where to get help with coverage
cattle market update, cash cattle prices, feeder cattle market, JBS Greeley strike, boxed beef values, beef demand 2026, cattle market volatility, LRP coverage, livestock risk protection, cattle risk management, grain market update, fertilizer costs agriculture, packer margins, slaughter capacity cattle, beef price headlines