The U.S. cattle herd has shrunk to its smallest inventory in more than 70 years and rebuilding is going to be no small feat.
With that in mind, one expert has a few ideas on how the industry may be best suited to grow again.
Rabo Research Animal Ag Sustainability Analyst, Charlotte Talbott spoke with RFD-TV’s own Suzanne Alexander on where the industry currently stands, what it takes to rebuild, and a possible timeline.
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Winter Weather, Drought Shape Early 2026 Farm Conditions
Protein markets are fragmenting. Beef is supply-driven and more structurally expensive, whereas pork and poultry remain price-competitive.
Tight fed supplies shift margin risk to packers, strengthening cattle price leverage but increasing volatility.
Expanding chicken supplies are likely to keep prices under pressure in early 2026 despite steady demand growth.
Reduced winter placements indicate tighter fed cattle supplies and greater leverage during peak-demand months.
Federal nutrition policy is signaling a stronger demand for whole foods produced by U.S. farmers and ranchers. Consumer-facing guidance favors animal protein, but institutional demand may change little under existing saturated fat limits.
