LUBBOCK, Texas (RFD-TV) — U.S. feedlots are expected to show slightly lighter October and November cattle inventories as analysts anticipate modest declines in placements and marketings heading into winter. The latest pre-report trade estimates suggest on-feed totals remain below year-ago levels, signaling tighter feeder supplies that could influence pricing and marketing strategies through early 2026.
Analysts surveyed ahead of the USDA’s delayed Cattle on Feed report project November 1 on-feed inventories around 97.8% of last year, with October placements near 92.1% and marketings near 92.4%. Estimates for October 1 similarly point to softer activity, including placements at 91.2% and marketings at 95.9%, reflecting disruptions from the recent government shutdown that delayed reporting.
For cattle producers, shrinking placements may tighten fed-cattle supplies later in 2026, while steady marketings indicate continued movement despite cost pressures. Feedlots may face firmer feeder prices if numbers remain below normal levels. Lower cash and future prices may also signal that the market is ready for expansion through heifer retention and herd rebuilding.
Farm-Level Takeaway: Early estimates point to slightly tighter cattle supplies, reinforcing the need to monitor prices and timing for winter marketing.
Tony St. James, RFD-TV Markets Specialist
Water access—not acreage alone—is driving where irrigation expands or contracts.
December 07, 2025 12:00 PM
·
The Lexington shutdown pushes national slaughter capacity utilization nearer long-run averages, underscoring how tight cattle supplies are reshaping packer operations.
December 06, 2025 06:00 AM
·
Mike Steenhoek, with the Soy Transportation Commission, shares his outlook on current grain stocks and transportation lines amid bumper crops filling bins across the United States.
December 05, 2025 02:18 PM
·
The FAO Food Price Index for November fell by more than 1 percent in November, marking the third straight month of declines.
December 05, 2025 11:54 AM
·
Texas livestock producers face a heightened biosecurity threat as New World screwworm detections in northern Mexico coincide with FDA approval of the first topical treatment.
December 05, 2025 11:27 AM
·
Rooster is a full-time farmhand, right-hand man on Shawn Raff’s cattle and dairy operation in Eatonton, Georgia.
December 04, 2025 11:48 AM
·
Buying a real Christmas tree directly supports U.S. farmers facing rising import competition, long production cycles, and weather-driven risks.
December 04, 2025 11:02 AM
·
Milk output is rising, but steep drops in Class I–IV prices are tightening margins heading into 2026.
December 04, 2025 07:00 AM
·
Tight cattle supplies continue to drive lower beef output despite heavier weights.
December 04, 2025 05:00 AM
·
