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Global AgriTrends Weekly Insights

Western AgCredit is pleased to provide this weekly update from Global AgriTrends, a trusted provider of market intelligence and trade data since 2006. Global AgriTrends specializes in delivering clear, actionable insights for the global agri-food sector. Brett Stuart, founding partner of Global AgriTrends, offers expert analysis and valuable perspectives to keep you informed.

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11.07.25

Making Sense of the Cattle Crash

The last two weeks have seen a colossal crash in cattle futures prices. Trump’s comments about expanding Argentine beef quotas four-fold started the collapse. And in true panic-fashion investors ran for the doors driving live cattle futures down -...

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10.22.25

Thoughts on Trump’s Proposed “Beef from Argentina” Plan

<b>Thoughts on Trump’s Proposed “Beef from Argentina” Plan</b> President Trump's suggestion that Argentine beef be imported to help resolve high consumer prices in America garnered quick attention throughout the cattle and beef industry. Both l...

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10.09.25

Current Cattle and Beef Market Commentary

Beef production continues pacing about 8% below year ago levels. Fed cattle traded lower around $230/cwt, still up 23% ($44/cwt) above year ago levels. The beef cutout has pulled back -9% from the Sept 1 high, trading currently in the $370/cwt ran...

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09.25.25

Screwworm in the U.S. is now inevitable, what does that look like?

With USDA’s announcement this week that a case of New World Screwworm was found within 70 miles of the U.S. border, a new concern arises. In a coming day a similar announcement will state that a case has been found in the U.S. What are the implica...

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09.11.25

When will the calf price highs be?

Fundamental forces suggest the beef complex will rally into 2026 based on a smaller herd producing less beef and the potential for heifer retention (and further cuts in cow slaughter) in the coming months. Looking at history, the high in calf p...

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