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JBS and grass fed beef from Brazil
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Markwright
Posted 11/16/2012 03:06 (#2699883 - in reply to #2699869)
Subject: RE: It perhaps makes sense to "try" at some point to bring supposedly cheaper beef


New Mexico
into the usa.
At the same time, we'll be exporting all the usa choice product.

( biggest usa meat need is grind beef or hamburger )

Expect this to be more of an 013/014 diametric vs anything near term ( usa spin will be bout meat and beef famine starting in 013 ).

Heck, make money going both ways.

USDA Choice is thee global standard for high end export beef ( no one exports near the volume of high end the usa does ).

Course one flaw in bringing supposedly cheap beef up from br is that the us currency is one of the globe's weaker relative currencies.
Thus there truely is no such thing as supposedly cheap beef in usd ( $$$$ ) terms.

Since the usa has the high end global feeding standard, perhaps we'll just pull more sa feeder cattle up the pan american, pasture some sonaro maybe feed cap em usa and send beef back s.
The price gonna have to be right for the afore ( that's about a double up btw, for the club so to speak to pull very many of em ).

Keep in mind we"ve had 2 years of record number mex feeder imports in a row now ( bout 1.2 to 1.4 mill head per year the past 2 ).
That party is over at this point.
( maybe be 1/3 to 1/2 as many available next year )

Pretty good moisture down thru the sierra madres and other parts of mex too.
Drouth there is pretty well waned.
Thus alot of feed and low cattle numbers.
That's why more pan americans coming n.

Irregardless, br has a fmd disease problem.
Any beef incoming from br will need to be pre cooked ( likely just more chipped beef )



Edited by Markwright 11/16/2012 03:22
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