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30.07.26 - 11:01
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Kia to invest $649mn in Mexico EV plant (IntelliNews)
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South Korean automaker Kia Motors will invest $649mn in Mexico between 2026 and 2028 to expand electric vehicle production, the government said on Wednesday, as the country seeks to shore up investor confidence amid uncertainty over US tariffs....
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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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