U.S. Beef Imports Surge Under Tight Supply As Tariffs Hit Brazilian Exports

All eyes will be on today’s Cattle on Feed Report, which analysts say could give a clearer picture of where the market goes next.

NASHVILLE, Tenn. (RFD-TV) — Beef imports are rising to cover U.S. supply gaps created by the smallest cattle herd in decades, while pork demand is being primarily met by domestic production.

South America is reshaping beef trade flows, with Brazil and Uruguay in particular expanding their share of the U.S. market.

Brazilian Beef Exports Expected to Drop Due to Tariffs

Brazil’s beef exports to the U.S. are expected to drop again in September, due to higher tariffs. According to Reuters, volumes could go from about 30 thousand tons a month before the duties to just 7,000 tons this month.

Derrell Peel, a livestock economist at Oklahoma State University, says Brazil has been a major supplier to the U.S. Still, the tariffs are likely to slow exports in the months ahead.

“This has generated some discussion lately,” Peel explained. “Brazil has been the biggest source of beef imports in the U.S. for the first seven months of this year, and is now slightly ahead of Australia. They probably won’t be the biggest in the second half of the year due to the tariffs now in place. So we’ll have to see how those work out over the next couple of years. But you know, Brazil, since they gained access to fresh beef imports into the U.S., has really dominated that other countries’ quota that’s available every calendar year. And so every January, they jump out there because they’re a big supplier. They can fill that quota very quickly. I think this year they filled it within two weeks of January 1.”

And cattle markets are feeling the heat as beef prices struggle to hold. Packers are cautious, and even with tight on-feed numbers, there’s plenty of market-ready cattle.

“That’s one of the things we don’t really want to talk about now, it’s disheartening to see the cutout grind lower has lost significant ground recently,” Peel said. “Cutout went on a tear in late August, and that certainly helped incentivize the packers to push bids and increase production. But we’ve lost all those games and then some over the past two weeks. You’ve got to wonder which primal can stop the bleeding. When you look at each primal individually, you scratch your head and see if this is just going to continue to slowly grind lower. Still, maybe we’ll catch some support — but the lower cut-out certainly hinders the Packers in addition to pushing those bids, making you wonder if they’re going to start slow and slaughter down. Is it going to be a plant that closes down the road? You know, on feed numbers are tight, but there really isn’t a shortage of market-ready cattle today.”

Beef Imports Rise Sharply As Pork Volumes Decline

U.S. beef imports are climbing in 2025 while pork imports continue to ease, according to USDA data through early September. Total beef imports reached 1.82 million metric tons, up 8 percent from 2024, with South America gaining ground.

Canada remains the top supplier at 487,000 MT, but volumes are down 13 percent year-over-year. Australia shipped 386,000 MT, up 21 percent on herd recovery and tariff advantages, while Brazil surged 56 percent to 251,000 MT, displacing Mexico as the third-largest supplier. Imports from Uruguay also grew 35 percent, adding to the South American push.

Pork imports, by contrast, totaled 261,000 MT, down 11 percent from last year. Canada still leads with 169,000 MT, but volumes fell 12 percent. Mexico followed with 24,000 MT, edging slightly higher, while Denmark held third despite a 17 percent decline. Other European and South American suppliers also shipped less pork compared to 2024.

Tony’s Farm-Level Takeaway: Beef imports are rising to cover U.S. supply gaps created by the smallest cattle herd in decades, while pork demand is being met largely by domestic production. South America is reshaping beef trade flows, with Brazil and Uruguay in particular expanding their share of the U.S. market.

All eyes will be on today’s Cattle on Feed Report, which analysts say could give a clearer picture of where the market goes next. We’ll bring you any major movements tonight on Rural Evening News.

Related Stories
Farm CPA Paul Nieffer explains the Farmer Bridge Assistance payment limits, provides clarity on new legislation, and offers advice for producers considering business structure adjustments.
Dr. David Anderson with Texas A&M University AgriLife Extension discusses how geopolitical tensions and the Middle East, along with export disruptions in the Chinese market, will shape cattle markets in the months ahead.
A man accused of orchestrating a nationwide cattle investment fraud scheme has been arrested in California after being on the FBI’s wanted list.
Energy shifts influence diesel and fertilizer costs.
Ben Kurtzman with American Farmland Trust discusses the growing pressure on farmland and ranchland and the steps being taken to help conserve farms and ranches across the country ,as unrest in the Middle East adds more obstacles for producers.
Weather remains the primary driver for wheat price outlook.

LATEST STORIES BY THIS AUTHOR:

Missouri Farm Bureau President Garrett Hawkins discusses the potential impact of data center growth on farmland, the Landowner Fairness Act, and key priorities for Missouri farmers heading into planting season.
Refining shifts could influence fuel and input costs.
ASFMRA’s Craig Thompson shares insights for American farmers who are navigating farmland markets amid agricultural uncertainty.
Dr. Jeffrey Gold provides insights on supporting aging populations in rural communities on this week’s Rural Health Matters segment.
OHFB President Bill Patterson shares an update from Washington on the group’s policy priorities and the issues shaping agriculture ahead of the 2026 planting season.
NRECA CEO Jim Matheson warns that rising electricity demand from AI and data centers could strain the grid and affect rural electric cooperatives if U.S. power infrastructure cannot keep up.
Agriculture Shows
The goal of “Where the Food Comes From” is as simple as its name implies — host Chip Carter takes you along on the journey of where our food comes from — and we don’t just mean to the supermarket (though that’s part of the big picture!). But beyond where it comes from, how it gets there, and all the links in the chain that make that happen.
Join markets specialist Scott Shellady, better known as the Cow Guy, as he covers the market-close, breaking down headlines that drive the commodities and equities markets with commentary from respected industry heavyweights.
Crop yield champions David Hula from Virginia and Randy Dowdy from Georgia are back for another season with the aim of schooling more growers across the country in their winning ways.
“Texas Agriculture Matters” is a fun, informative look at the role of agriculture in our daily lives. The show utilizes the trademark wit and wisdom of its host Commissioner Sid Miller — an 8th-generation farmer-rancher and 12-time World Champion rodeo cowboy — to explore a new Texas ag-related topic each week.