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
Feed demand and premiums drive growth for the crop
Purdue economist Dr. Joana Colussi discussed the U.S. and Brazil’s reliance on imported fertilizers and their impact on global food security amid rising input costs.
USDA Secretary Brooke Rollins plans a farm visit in Missouri, hinting at a possible fertilizer relief announcement on RFD-TV earlier this week. USDA also restructures its research infrastructure and launches new food-safety centers.
Dry conditions have severely impacted key winter wheat states with persistent moisture deficits. As quality declines, analysts warn some crops may be lost despite upcoming rain.
Rising ethanol stocks and softer gasoline demand bear watching, but stronger blending activity and exports offered some support.
Corn export demand remains supportive, but weak pork and rice sales show uneven global demand trends.

LATEST STORIES BY THIS AUTHOR:

Updated Dicamba information is the topic of today’s Firm to Farm blog post by RFD-TV’s agri-legal expert Roger McEowen with the Washburn School of Law.
In addition to their amazing show, RFD-TV’s “Where the Food Comes From” team also publishes a digital cookbook with recipes by people featured on the show.
On January 31, the U.S. House overwhelmingly passed tax legislation containing provisions of importance to farmers and ranchers in particular and many taxpayers in general.
In this Firm to Farm blog post by RFD-TV legal expert Roger McEowen, he looks ahead at what might be the biggest issues in ag law and tax in 2024.
In part seven of his blog series,"Top 10 Developments in Ag Law and Tax in 2023,” agri-legal expert Roger McEowen covers the #1 issues, SCOTUS and defining a “Water of the United States.”
Agriculture Shows
Hosted by Scott “The Cow Guy” Shellady and RFD News Markets Specialist Tony St. James, Commodity Talk delivers expert insight into the day’s ag commodity markets just before the CME opens. Only on RFD-TV and Rural Radio SiriusXM Channel 147.
A look at the news, weather and commodities headlines that drove agriculture markets in the past week.
Everything profits from prairie. Soil, air, water — and all kinds of life! Learn how you can improve your land with prairie restoration, cover crops and prairie strips, while growing your bottom line.
Special 3-part series tells the story of the Claas family’s legacy, which changed agriculture forever.