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Eastern NE KS | This is the same story as in late October - early November. The news is that plan is now signed. That's all.
I saved 26 heifers for replacements (10 more than last year) from spring '25 calving. Now, I'm committed to a ulta short breeding exposure, pg check 49 days later and ship open into this starved feeder head count market.
Trump is not following MAGA promises. Like so many politicians, he is chasing votes. There are 2 ways to look at this action. Both center on the fact that the impact of Argentina's added exports is minimal.
1. Is banking on this fact and Trump's supporters think it is simply for public consumption that's some is being done to help wallets.
2. Sure it had limited impact on prices, Argentina 4x export add up to about week's consumption. But this effort sets the stage for a bigger action perhaps expanded exports from Brazil. And that could impact the domestic beef market.
I hope the future holds the first view because the second means Trump will throw his most loyal supporters under the bus to gain votes.
My concern is Trump is committed to breaking the beef prices and at a calculated domestic cost, shipping cattle/beef industry to foreign interests.
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Trump signs executive order quadrupling beef imports from Argentina
