Global Beef Trade Shifts Pressure on U.S. Exports and Imports

Rising import pressure and tougher export competition are likely to persist into 2026, supporting domestic supplies while capping export growth.

Set of various classic, alternative raw meat, veal beef steaks - chateau mignon, t-bone, tomahawk, striploin, tenderloin, new york steak. Flat lay top ... See More By ricka_kinamoto_adobe stock.png

Photo by ricka_kinamoto via Adobe Stock

LUBBOCK, Texas (RFD NEWS) — Global beef trade policy changes are reshaping where product moves in 2026, increasing competitive pressure on U.S. beef exports while supporting higher import volumes. New quota structures in the United States, China, and Mexico are redirecting global supplies and altering price signals across key markets.

Beginning January 1, the U.S. tariff-rate quota for countries without a free trade agreement was reduced to 52,005 metric tons, while a new 13,000-metric-ton quota was established for the United Kingdom. The reduced “Other” quota filled rapidly — reaching 91 percent by January 5 — triggering a 26.4 percent out-of-quota tariff that encourages earlier shipments and higher imports early in the year.

China’s new beef safeguard quotas, paired with a 55 percent over-quota tariff, are expected to limit shipments from Brazil, Australia, and Argentina. With most U.S. beef facilities still lacking export registration, displaced product is likely shifting into Japan, South Korea, and the United States, increasing competition for U.S. exporters.

Mexico’s new 70,000-metric-ton quota for non-FTA beef may curb Brazilian shipments, offering some support to U.S. exports there, but also pushing additional global supply toward the U.S. market.

Farm-Level Takeaway: Rising import pressure and tougher export competition are likely to persist into 2026, supporting domestic supplies while capping export growth.
Tony St. James, RFD NEWS Markets Specialist
Related Stories
Tim and Sharyn Abbott of the Music City Celebration Sale recap the weekend’s premier auction, which drew top dairy breeders and buyers to Nashville again this year from across North America.
The bill to once again allow schools to offer whole milk and 2% milk will now go to President Trump for approval.
China’s pullback is hitting core U.S. commodities hard, reshaping export expectations for soybeans, cotton, grains, and livestock.
Slower grain movement may pressure basis, but falling diesel prices could help offset transportation costs.
Fertilizer markets face uncertainty after President Trump raised the possibility of tariffs on Canadian imports, with analysts warning of supply and pricing risks. Josh Linville with StoneX provides a fertilizer industry outlook.
Frigid winter weather and rapid temperature swings have cattle markets watching closely for livestock stress, as analysts say fluctuations pose the greatest risk.
A new study found that retaining the EPA’s half-RIN credit protects soybean demand, farm income, and crushing-sector strength while preserving biofuel market flexibility.
“I’m not sure where this bridge goes,” trader Brady Huck with Advanced Trading told RFD-TV News earlier this week.
Plan for sharp, short-term volatility after unexpected outages; permanent closures rarely trigger major price spread disruptions.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

High ownership does not always translate into high output, underscoring the importance of structural differences in understanding state-level farm performance.
Record yields are cushioning production declines, but softer prices underscore the importance of cost control and market timing for vegetable growers.
Cuba remains a small but dependable, cash-only outlet for U.S. grain and food products.
Expanding cheese exports are strengthening U.S. milk demand and reinforcing global competitiveness.
Strong global demand and falling stocks suggest continued price volatility for U.S. coffee buyers despite record world production.
U.S. dairy producers remain the primary growth engine globally, while tightening supplies in Europe and New Zealand could support export demand for American dairy products.