Fat Tuesday with Mike Sands | Cattle Market Pressure Points

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.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTokFutures 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.