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
Set targets and use forwards, futures, or options to manage downside while preserving room for rallies.
October 24, 2025 11:05 AM
·
Bangladesh’s buying surge offers temporary relief for U.S. farmers facing weaker Chinese demand, highlighting how global politics can reshape export outlets overnight.
October 24, 2025 10:57 AM
·
October 24, 2025 09:58 AM
·
RFD-TV Markets Expert Tony St. James breaks down the USDA’s newly unveiled plan to rebuild the US beef herd and the industry’s spectrum of responses to it.
October 23, 2025 03:06 PM
·
American Farm Bureau Federation (AFBF) economist Bernt Nelson provides an updated outlook on the current U.S. cattle market.
October 23, 2025 02:20 PM
·
Sen. Roger Marshall explains which types of beef are imported into the United States, how there’s room for new imports, and logical reasons for current high prices.
October 23, 2025 12:10 PM
·
Record Australian exports and rising U.S. imports reflect continued tight domestic cattle supplies — a reminder that herd recovery remains key to balancing future beef prices.
October 23, 2025 11:56 AM
·
U.S. Senator Deb Fischer (R-NE) discusses the USDA’s new cattle plan, ethanol policy, and the broader challenges ahead for rural America.
October 23, 2025 11:24 AM
·
Bioethanol continues to gain ground as the bridge fuel connecting agriculture, aviation, and maritime industries in the global shift toward lower-carbon energy.
October 23, 2025 10:14 AM
·