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October 6, 2022
MEETING
DENVER, CO
OCTOBER 6, 2022
Agricultural Economics
Roadmap … Retail Pork Prices? (June 2022)
How Has Economy-Wide … Sensitivity to
Pork Prices (Sept. 2022)
3. Leverage …
February 7, 2023
Hogs & Pigs Report
(Dec 2022 as % of Dec 2021)
Breeding … 51.0 -1.8
2022
I 31,603 -5.4 218 … Forecasted quarters Sources: Livestock Slaughter - USDA Publications …
September 1, 2023
2023 Ag Lenders Conference Presentations
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 in 23’ & Key to “Peak Prices” This Cycle
Quarterly Forecasts … ycle
Quarterly Forecasts (LMIC: 9/19/23)
Data Source: Livestock Marketing Information Center …
August 1, 2023
General Sessions
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 … Quarterly Forecasts (LMIC: 8/16/23)
Data Source: Livestock Marketing Information Center …
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 … Quarterly Forecasts (LMIC: 8/16/23)
Data Source: Livestock Marketing Information Center …
October 23, 2025
Forecasts (LMIC: 10/14/25)
Data SourceLivestock Marketing Information Center … Cattle (LMIC: 10/14/25)
Data SourceLivestock Marketing Information Center
Live …
January 23, 2023
Higher Cattle Prices
2. Beef Demand (Domestic & Export) Has Been … Forecasts (LMIC: 12/28/22)
Data SourceLivestock Marketing Information Center … Ago Production Year Ago
2022
I 8,405 1.5 …
November 14, 2023
Cattle
Prices
2.Consumer MeatDemand Mixed in 23’ & Key to
“Peak … Forecasts (LMIC: 11/10/23)
Data SourceLivestock Marketing Information Center …
March 4, 2022
Forecasts (LMIC: 3/1/22)
Data SourceLivestock Marketing Information Center … 27,937 2.8
2022
I 8,225 -0.6 … Forecasts: Cattle (LMIC: 3/1/22)
Data Source …
March 3, 2023
Higher
Cattle Prices
2.Beef Demand (Domestic & Export) Was Solid … Forecasts (LMIC: 2/7/23)
Data SourceLivestock Marketing Information Center … Ago Production Year Ago
2022
I 8,405 1.5 …