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
Soybean farmer and Arkansas Lt. Gov. Leslie Rutledge highlights why the U.S. trade standoff with China is especially critical for Arkansas producers.
NEFB President Mark McHargue provides an update from the Husker State, where farmers are working hard to bring in one of the largest harvests in recent years.
The new antitrust agreement between the Department of Justice (DOJ) and the U.S. Department of Agriculture (USDA) aims to enforce antitrust laws and monitor market activity across the ag sector.
President Donald Trump says a deal is nearly done on lowering beef prices, but he has not released details.
Large carryover stocks continue to put pressure on commodity prices, creating uncertainty for growers looking to market their grain.
Peel says Mexico has a much greater capability to expand its beef industry than it did 20 or 30 years ago in terms of its feeding and packing infrastructure.
The impacts of the government shutdown have reached commodity growers with crops to move, ag economists monitoring the harvest without key data reporting, and meat producers in need of new export markets.
In a statement provided to RFD-TV News, a USDA spokesperson reiterated President Trump and the USDA’s commitment to farmers in difficult economic times.
Support policies that keep U.S. biofuels at the table—marine demand could materially lift corn grind, crush margins, and rural jobs.

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:

Stagger buys and diversifies fertilizer sources — watch CBAM, India’s tenders, and Brazil’s import pace to time urea, phosphate, and potash purchases.
Tight cattle supplies keep prices high for ranchers, but policy shifts, export barriers, and packer losses signal a volatile road ahead for the beef supply chain.
Distillers dried grains (DDG) values follow corn and soybean meal trends, with ethanol grind and feed demand shaping costs into early 2026.
Pork producers should prioritize health and productivity gains, hedge feed and hogs selectively, and watch Brazil’s export pace and China’s sow policy for price signals.
For tight margins, contract grazing leverages existing acres into new income streams and spreads risk. Here are some tips for row crop farmers looking to diversify.
Global nitrogen and phosphate prices remain high despite improved supply fundamentals, with limited Chinese exports and stronger fall applications tightening availability.