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August 1, 2023
2023 Risk and Profit Conference Recordings
OUTLOOK
http://www.agmanager.info/about/contributors/individual/tonsor.asp
Take‐Home Summary
1.Supply Dynamics Supporting Higher Cattle Prices
2.Consumer Meat Demand Mixed To‐Date in 23’
Quarterly Forecasts … LMIC: 8/16/23)
Data Source: Livestock Marketing Information Center
% Chg …
July 24, 2024
http://www.agmanager.info/about/contributors/
individual/tonsorasp
Kickoff Summary
Supply … Demand
https://www.beefmagazine.com/market-news/what-s-the-similarity-
between-blue-jeans-and-beef-demand-
Quarterly …
March 4, 2022
OUTLOOK
http://www.agmanager.
info/about/contributors/
individual/tonsorasp
Quarterly Forecasts (LMIC … LMIC: 3/1/22)
Data Source: LivestockMarketing Information Center
% Chg …
November 14, 2013
Sep
Percent
Avg.
2007-11
2012
2013
G-NP-30
10/31/13LivestockMarketing Information Center (LMIC)
Data … Sep
Percent
Avg.
2007-11
2012
2013
G-NP-31
10/31/13
Livestock …
January 10, 2018
Farming for the Future Presentations
2017
Data Source: USDA-AMS
LivestockMarketing Information Center
Beef … Compiled and Forecasts by LMIC
LivestockMarketing Information Center
C-P-66
12/03/17
$534
$307
-$21
$69
$4
-100
0
100
200
300
400
500
1990 …
August 1, 2018
General Sessions
0.4%vs. Q2.2017
http://agmanager.info/livestock‐meat/meat‐demand
Demand is NOT … Per Capita Consumption
http://www.beefboard.org/evaluation/130612demanddeterminantstudy.asp
2013 Beef Demand Determinants Study
C-P-5408/06/18
167.96
174.13
130
140
150
160
170
180
190
200
210
220
JAN …
September 20, 2018
Q2.2017
http://agmanager.info/livestock-meat/meat-demand
Glynn … Report
https://www.beefboard.org/news/180131Tonsor-beef-demand-print.asp
Assessing Beef Demand
Determinants
C-P-54
09/17/18
$169.59
$172.42
140
150
160
170
180
190
200
210
220
JAN … 2018
Data Source: USDA-AMS
Livestock …
March 3, 2017
2017
Data Source: USDA-AMS
LivestockMarketing Information Center
BeefBasis.com
Salina … amp; LMIC, Compiled by LMIC
LivestockMarketing Information Center
02/05/17
C-P-6602/05/17
$150.29
$530.22
$303.08
($29.50)
($28.72)
-100
0
100
200
300
400
500
1989 …
August 28, 2013
Sep
Percent
Avg.
2007-
11
2012
2013
G-NP-30
08/19/13
LivestockMarketing Information Center
Data Source … Sep
Percent
Avg.
2007-
11
2012
2013
G-NP-31
08/19/13
Livestock …
February 22, 2018
2018
Data Source: USDA-AMS
LivestockMarketing Information Center
Beef … Compiled and Forecasts by LMIC
LivestockMarketing Information Center
LMIC …