COLLEGE STATION, TEXAS (RFD-TV) — Tariffs on several agricultural goods imported from Brazil have been lifted, and the move is already sending shock waves through the cattle markets. According to analysts, much of the market reaction has been driven more by emotion than fundamentals.
One trader said the products entering the U.S. are primarily grind and trim, noting that the volume and type of beef, on its own, should not cause a major disruption. However, he says fund traders are reacting heavily to headlines rather than market realities:
“It’s a lot of grind, a lot of trim… from a fundamental standpoint, you wouldn’t think this would have a major impact,” explained Dr. David Anderson, Texas A&M AgriLife Extension Livestock Marketing Economist. “But fund managers are focused on the headlines and reading this as bearish. We don’t know if they’re still net long or building shorts because we don’t have Commitment of Traders reports, but we assume they’re still long and trying to get out any way possible.”
Another trader echoed the concern. Friday’s open sent cattle markets sharply lower, and Brady Huck with Advance Trading told Tony St. James that he is looking forward to the day when fundamentals—not headlines—drive trade.
“Fear is just driving this market. Everybody’s running for the exit at the same time,” Huck said. “Hopefully, we can find stable waters and avoid these politics and policy headlines. The quality of American beef is irreplaceable. You can bring in foreign product, but it’s not going to replace high-quality American beef.”
Huck adds that cattle are not the only area he is monitoring. Energy markets—including diesel, ethanol crush margins, and crude oil—have all seen significant moves over the past week. Those shifts, he says, could directly impact farm operations.
Screwworm.gov has targeted resources for a wide range of stakeholders, including livestock producers, veterinarians, animal health officials, wildlife professionals, healthcare providers, pet owners, researchers, drug manufacturers, and the general public.
November 21, 2025 02:09 PM
·
Sen. Roger Marshall discusses the Senate’s unanimous passage of the Whole Milk for Healthy Kids Act and what expanded milk options could mean for students and dairy farmers. Industry groups say it is a win for student nutrition and dairy producers.
November 21, 2025 01:19 PM
·
Crop producers face tightening credit and lower incomes, while strong cattle markets continue to stabilize finances in livestock-heavy regions.
November 21, 2025 11:58 AM
·
Early Cattle-on-Feed estimates point to slightly tighter cattle supplies, reinforcing the need to monitor prices and timing for winter marketing.
November 21, 2025 10:45 AM
·
Removing the 40% duty sharply lowers U.S. beef import costs on beef, coffee, fertilizer and fruit, and restores Brazil’s competitiveness during a period of tight domestic supply.
November 21, 2025 10:30 AM
·
Experts say farmers and ethanol producers would benefit from a risk-based ILUC system that protects forests without relying on speculative modeling.
November 20, 2025 04:24 PM
·
CattleCon 2026 kicks off February 3 in Nashville. Kristin Torres with the National Cattlemen’s Beef Association joined RFD-TV to share more about what’s ahead at this year’s event.
November 20, 2025 01:32 PM
·
Heavy rains are wreaking havoc on Argentina’s farmland, leaving nearly 4 million acres at risk and delaying corn and soybean plantings in one of the world’s top grain export regions.
November 20, 2025 01:21 PM
·
Ethanol exports are expanding on strong demand from Canada and Europe, while DDGS shipments remain broad-based and supportive for feed markets.
November 20, 2025 11:12 AM
·
