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November report
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JonSCKs
Posted 11/11/2026 23:50 (#11800516 - in reply to #11799582)
Subject: I agree with Vaclavik.. lays it out well.. staff is cut, nobody returns a survey anymore.


I think Joe Vaclavik lays it out well.. here..

https://youtu.be/zoSnjPBU1sU?is=2DBSMi9T1JRNk8fB

NASS is smaller now.. with technology filling the void.. maybe they can do reports better going forward..

They put a summary out addressing all this.

I don't really have a dog in this fight.. personally we had a smaller crop on everything.. I thought the funds got ahead of themselves in August driving corn too high.. Cattle feeders had..

High corn prices
New World Screw worm
Argentina beef imports
Market price collapse 
Plus fighting lack of labor showing up due to ICE

Its taking awhile for all this to settle down.. Mexico hasn't stepped in yet after buying alot of corn last year.. are we gonna feed cattle in Mexico or the US?

Has the herd started to rebuild yet?  Probably not much..

So the whole thing has been run through a blender..

Bitching about the reports.. is treating the cough.. not the cold.. just my humble opinion.






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