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February 18, 2021
Trip
https://www.agmanager.info/livestock-meat/meat-demand/monthly-
meat-demand-monitor-survey-data/meat-demand-monitor-
coronavirus
https://www.cbsnews.com/video/meat-shortages-as-virus-forces-plants-to-close/
Agricultural … 2020
Data Source: USDA-AMS
Livestock Marketing Information Center
Nearby …
June 21, 2022
2022
http://www.agmanager.
info/about/contributors/
individual/tonsor.asp
Quarterly Forecasts (LMIC … LMIC: 5/27/22)
Data Source: Livestock Marketing Information Center … LMIC: 5/27/22)
Data Source: Livestock Marketing Information Center
Live …
2021 Mini-Risk and Profit Conference Presentations
LMIC: 12/9/20)
2020 Per Capita Consumption: +0.9%!
Q1: +5.5%Q2: ‐8.3%Q3: +6.8%Q4: ‐0.2%
Trade continues smoothing role:(compare Domestic Production & Domestic PC Cons by quarter)
Also see: https://www.agmanager.info/livestock‐meat/marketing‐extension‐bulletins/trade‐and‐demand/overview‐us‐beef‐production‐export …
November 14, 2013
Sep
Percent
Avg.
2007-11
2012
2013
G-NP-30
10/31/13Livestock Marketing Information Center … Sep
Percent
Avg.
2007-11
2012
2013
G-NP-31
10/31/13
Livestock Marketing Information Center
Data … Sep
Percent
Avg.
2007-11
2012
2013
G-NP-32
10/31/13
Livestock Marketing Information Center
Data …
September 28, 2023
OUTLOOK
http://www.agmanager.info/about/
contributors/individual/tonsor.asp
Take-Home Summary
1.Supply … LMIC: 9/19/23)
Data Source: Livestock Marketing Information Center … LMIC: 9/19/23)
Data Source: Livestock Marketing Information Center
Live …
June 19, 2009
influence
weather, government policy, trade status, weather, government … status, weather, government policy, trade status,
neighborneighbor’’s … http://www.agmanager.info/farmmgt/fhttp://www.agmanager.info/farmmgt/f
mg/livestock/default.aspmg/livestock/default.asp
9 beef cattle budgets …
January 14, 2014
Sep
Percent
Avg.
2007-11
2012
2013
G-NP-30
10/31/13Livestock Marketing Information Center … Sep
Percent
Avg.
2007-11
2012
2013
G-NP-31
10/31/13
Livestock Marketing Information Center
Data … Sep
Percent
Avg.
2007-11
2012
2013
G-NP-32
10/31/13
Livestock Marketing Information Center
Data …
August 22, 2013
Regulatory uncertainty
4. Tax policy uncertainty
16%
12%12%
p … 3
Available at: http://www.agmanager.info/livestock/budgets/production/default.asp#Beef Cattle
How much “excess capacity” currently exists in
the U.S. feedlot industry?
40%
43%
1 … Real All Fresh Beef Prices ‐0.5% = 0% Demand Change
24http://www.agmanager.info/livestock/marketing/Beef%20Demand/default.asp
What broad beef demand determinant do you think
h …
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 … 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 … LMIC: 8/16/23)
Data Source: Livestock Marketing Information Center …