AG Bull

Fat Tuesday with Mike Sands | Cattle Market Pressure Points


Listen Later

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

We walk through the week’s biggest cattle market drivers, from JBS plant closures to Iran-related macro moves that shift energy prices and market mood. Then we zoom into the on-the-ground fundamentals: screwworm surveillance, changing feedlot placements, record-slow marketings, and the risks that come with record-heavy carcass weights. 
• JBS Pennsylvania closure and where slaughter cattle get rerouted 
• Memphis value-added plant closure and what “value-added” really means 
• Iran developments, crude oil reaction, and why cattle markets care 
• New World screwworm case count, geography, and why the spread matters 
• USDA response: surveillance, sterile flies, and limited movement restrictions 
• No food safety risk and why that matters for consumer demand 
• May feedlot placements outlook ahead of the Cattle on Feed report 
• Drought signals, heifer decisions, and cattle moved earlier than normal 
• Record-slow marketings and the shrinking window to manage weights 
• Feedlot inventories above last year and what that implies for fed supplies 
• Front-end supply over 180 days, summer heat, and death loss risk 
I think it’s pretty important to tune in because I think we have unique things each week that we bring to the table. 

Tommy's Premium Subscription: www.agbull.com

AgBull Audio and Video Links

Apple Music

Spotify

YouTube

TikTok

Futures and options trading involve risk and are not suited for everyone.





Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. 



...more
View all episodesView all episodes
Download on the App Store

AG BullBy Tommy Grisafi

  • 5
  • 5
  • 5
  • 5
  • 5

5

50 ratings


More shows like AG Bull

View all
Louder with Crowder by Louder with Crowder

Louder with Crowder

37,339 Listeners

AgriTalk by AgriTalk

AgriTalk

148 Listeners

AgriTalk PM by Michelle Rook

AgriTalk PM

129 Listeners

Ag PhD Daily by Ag PhD

Ag PhD Daily

227 Listeners

Working Cows - Regenerative Ranching to Maximize Profitability and Soil Health by Clay Conry

Working Cows - Regenerative Ranching to Maximize Profitability and Soil Health

435 Listeners

The Business of Agriculture Podcast by Damian Mason

The Business of Agriculture Podcast

127 Listeners

Farm4Profit Podcast by David Whitaker, Corey Hillebo, Tanner Winterhof

Farm4Profit Podcast

392 Listeners

The Ag View Pitch by The Ag View Pitch

The Ag View Pitch

49 Listeners

Grain Markets and Other Stuff by Joe Vaclavik

Grain Markets and Other Stuff

350 Listeners

PBD Podcast by PBD Podcast

PBD Podcast

4,286 Listeners

Straight Forward Farming by Growincorn2020

Straight Forward Farming

994 Listeners

Ranching Returns Podcast by Jared Luhman

Ranching Returns Podcast

235 Listeners

Top Producer Podcast by Farm Journal

Top Producer Podcast

25 Listeners

Barn Talk by Tork and Sawyer Whisler

Barn Talk

1,694 Listeners

Hayden Alabama Podcast by Phillip | Hayden Alabama Podcast

Hayden Alabama Podcast

507 Listeners