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September 28, 2023
Cattle Prices
2.Consumer MeatDemand Mixed in 23’ & Key to
“Peak … Forecasts (LMIC: 9/19/23)
Data SourceLivestock Marketing Information Center …
September 30, 2021
Forecasts (LMIC: 9/28/21)
Data SourceLivestock Marketing Information Center … Forecasts: Cattle (LMIC: 9/28/21)
Data SourceLivestock Marketing Information Center
Live …
October 1, 2021
2021 Crop Insurance Workshop Presentations
Forecasts (LMIC: 9/28/21)
Data SourceLivestock Marketing Information Center … Forecasts: Cattle (LMIC: 9/28/21)
Data SourceLivestock Marketing Information Center
Live …
June 23, 2021
Use in Government Testimony
Production Act classifying meat and poultry
processors as … estimated by USDA ERS: https://data.ers.usda.gov/reports.aspx?ID=17832 … unprecedented societal interest in meat availability was affirmed …
April 16, 2020
Recent Videos
Economics
Macroeconomic Decline =
MeatDemand Decline
https://www.beefboar … Decline
https://www.beefboard.org/wp-content/uploads/2018/01/Assessing-
Beef-Demand-Determinants.pdf
Growing … Economics
https://
https://www.agmanager.info/livestock-meat/meat …
September 1, 2024
2024 Ag Lenders Conference Presentations
Capacity Utilization “Chatter” & “Resilience” picking up
Beef Demand • Reasonably Robust Run / Softening Recently
Per Capita Consumption is NOT … Reasonably Robust Run / Softening Recently
Per Capita Consumption is NOT Demand
Nominal vs Inflation‐Adjusted REALLY matters
Quarterly Forecasts …
February 27, 2023
Economics
Outline
1. Grain Situation
2. Livestock Situation
3. Overview of … spends 95% of his time in meat-livestock space
2. See Dan O’Brien … Expected Sales Price & Revenue
Data Source: USDA, National Agricultural …
September 20, 2022
Perspective Framing
U.S. Meat-Livestock Projections
https://www.usda.gov/oce/commodity-markets/baseline
Table … Perspective Framing
U.S. Meat-Livestock Projections
https://www.usda.gov/oce/commodity-markets/baseline
Table … Perspective Framing
U.S. Meat-Livestock Projections
https://www.usda.gov/oce/commodity-markets/baseline
Table …
September 30, 2024
“Resilience” picking up
Beef Demand
• Reasonably Robust Run … Capita Consumption is NOT Demand
Nominal vs Inflation-Adjusted … Forecasts (LMIC: 9/11/24)
Data Source …
October 1, 2024
“Resilience” picking up
Beef Demand
• Reasonably Robust Run … Capita Consumption is NOT Demand
Nominal vs Inflation-Adjusted … Forecasts (LMIC: 9/11/24)
Data Source …