The role dairy farmers play in providing a consistent supply of U.S. beef has grown in recent years, with many breeders focusing their efforts on beef-on-dairy calves.
The outcomes have been significant, both for the industry and on-farm profitability.
Holstein Association USA’s Bob Cervera tells us about a program that supports farmers in these breeding decisions.
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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.
Retail pricing confirms tight cattle supplies and supports continued leverage for producers, reinforcing the need for disciplined risk management.
