Search
Displaying 41 - 50 of 52
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 … 23
Week 42 (mid Nov) Basis
2022 -$0.23
2021 -$0.29
2020 -$0.52
2019 …
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 …
September 1, 2025
2025 Ag Lenders Conference Presentations
Forecasts (LMIC: 9/15/25)
Data SourceLivestock Marketing Information Center … Forecasts: Cattle (LMIC: 9/15/25)
Data SourceLivestock Marketing Information Center
Live …
September 23, 2022
Meat Demand Research Studies
September 20, 2022 … assistance in obtaining
data utilized in this study … for providing access to the data used here.
All opinions …
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 …
September 26, 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 …
March 20, 2024
Utilization “Chatter”
Beef Demand
• Most Challenges are … Capita Consumption is NOT Demand
Quarterly Forecasts (LMIC … Forecasts (LMIC: 3/11/24)
Data Source …
September 25, 2025
Forecasts (LMIC: 9/15/25)
Data SourceLivestock Marketing Information Center … Forecasts: Cattle (LMIC: 9/15/25)
Data SourceLivestock Marketing Information Center
Live …
May 9, 2013
Beef Supplies (lbs)
• Demand
– Uncertain and Confused
• … BEEF
COW REPLACEMENTS
January 1, U.S.
4.5
5.0
5.5
6.0
6.5
7.0
1983 … Head
C-N-38
02/04/13
+1.9 %
Livestock Marketing Information Center …