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27.07.26 - 22:42
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BMO Says Return Of Mexican Cattle Is "Clear Positive" For Two Beaten-Down Meatpackers (ZeroHedge)
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BMO Says Return Of Mexican Cattle Is "Clear Positive" For Two Beaten-Down Meatpackers
Following the USDA's announcement that it will begin lifting the year-long ban on Mexican live cattle imports on Aug. 24, BMO Capital Markets senior equity research analyst Andrew Strelzik called the decision a "key positive" for publicly traded meatpackers Tyson Foods and JBS.
The restrictions were imposed to combat the New World screwworm, a flesh-eating parasite that threatens livestock. Restoring Mexican cattle flows should gradually ease tight U.S. supplies, improve slaughterhouse utilization, and support beef-processing margins.
"A combination of recent beef plant closures and the recovery of Mexican cattle imports should create a path to U.S. beef packer margin improvement," Strelzik wrote in a Monday morning note, identifying a potential new tailwind for Tyson Foods and JBS.
Strelzik outlined more color:
Combination of recent beef plant closures and recovery of Mexico...
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26.07.26 - 02:27
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US To Resume Mexican Cattle Imports After Yearlong Screwworm Ban (ZeroHedge)
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US To Resume Mexican Cattle Imports After Yearlong Screwworm Ban
Authored by Kimberly Hayek via The Epoch Times,
The United States said on Friday it will end a ban on imports of Mexican cattle implemented more than a year ago to combat the New World screwworm (NWS), a flesh-eating livestock pest that has already made it into Texas and New Mexico.
Cattle are herded in a stable in Hamilton, Texas, on June 5, 2026. Brandon Bell/Getty Images
In its announcement, the U.S. Department of Agriculture (USDA) said it would coordinate a phased reopening of southern cattle ports beginning Aug. 24.
USDA officials said the United States will first start taking Mexican cattle again at Douglas, Arizona, with two more ports in New Mexico to follow.
The reopening will be staged and depends on Mexico sticking to its New World screwworm control plan. Officials called the move safe to begin now.
Ports in Arizona and New Mexico sit farther from the heaviest infestations in Mexico, livestock traders noted, which low...
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