shiftyandquick said:
I guess Trump and his team are finally trying to address kitchen table affordability issues before the mid-terms, even if it means screwing over their cattle industry allies (for a short time, just for the election, and then return to normal high tariffs and high prices).
https://thehill.com/homenews/administration/6043387-donald-trump-us-ground-beef-tariffs-higher-rate-temporary-pause/
Always take these Hill articles with a grain of salt knowing the explicit bias in all their articles.
This quote did catch my eye:
"We have a commitment that this beef will be sold at 25 percent below current market prices," the president continued. "This deal will reduce prices for Americans while giving space for our Great American Beef Herd to grow again."
He appears to imply that one of the main factors of Domestic beef price inflation is the # of beef producing cattle has fallen.
From ChatGPT on Domestic beef cattle volumes.
Using the five most recently completed calendar years, 20212025, U.S. cattle supplies contracted substantially, although heavier carcass weights kept beef output from declining as sharply.
Year
U.S. cattle inventory
Commercial beef production2021
93.6 million head
27.9 billion lb.
2022
91.9 million head
28.3 billion lb.
2023
89.3 million head
27.0 billion lb.
2024
87.2 million head
27.0 billion lb.
2025
86.7 million head
Approximately 26.0 billion lb.
All cattle and calves as of January 1.
Carcass-weight basis.
Five-year range
- Total cattle inventory ranged from approximately 86.7 million to 93.6 million head.
- That represents a contraction of roughly 6.9 million head, or 7.4%, from 2021 to 2025.
- Commercial beef production ranged from approximately 26.0 billion to 28.3 billion pounds.
- Production peaked in 2022 and fell approximately 8% by 2025.
- The beef-cow breeding herd also declinedfrom about 31.2 million cows in 2021 to approximately 27.9 million in 2025, an 11% reduction.
The key business implication is that
available cattle numbers tightened considerably more than beef tonnage. Record or near-record carcass weights helped processors maintain output, but they could not fully compensate for fewer animals. That tightening has supported elevated feeder-cattle and fed-cattle prices and reduced utilization flexibility for beef processors.
USDA characterizes the decline as part of a cattle-cycle contraction driven by drought, high feed costs, cow liquidation and limited heifer retention. The January 2025 herd was approximately 8% below its 2019 peak. Sources:
USDA NASS cattle inventory reports,
USDA ERS cattle and beef statistics, and
USDA's January 2026 outlook.
Gig'Em and God Bless,
JB'91