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
Agronomy experts explain why standing crop residue protects soil and reduces costs for crop growers, while shredding often yields little benefit at higher costs.
January 14, 2026 08:00 AM
·
Secretary Rollins also met with specialty crop producers at a local strawberry farm to discuss workforce needs and the Trump Administration’s recent wins related to significantly cutting the cost of H-2A labor for California farmers.
January 13, 2026 03:25 PM
·
China’s beef policy risk stems from domestic volatility, making export demand inherently unstable. Jake Charleston with Specialty Risk Insurance offers his perspective on cattle markets, risk management, and producer sentiment.
January 13, 2026 02:13 PM
·
USDA flash corn sales, Cattle on Feed and Inventory reports, and beef packer antitrust concerns dominate January agricultural market news.
January 13, 2026 01:53 PM
·
Larger grain stocks increase supply pressure, but strong fall disappearance — especially for corn and sorghum — suggests demand remains an important offset.
January 13, 2026 01:02 PM
·
Record corn and sorghum crops boost feed grain supplies, while reduced soybean and cotton production tighten outlooks for oilseeds and fiber markets.
January 13, 2026 12:53 PM
·
