Exceptional strength on the marketwith prices approaching the historic highs reached in 2022, and that seemed unrepeatable.
The fall at work (Uncertainty, floods) recorded in September and October and continuing until now in November is facing one Exports at a very high level of activity (Hilton, Israel, United States, China), which, however, finds a limit in the low availability of heavy oxen and cows.
The Chinese market is very uncertain and the American market is very promising.. The rest of the international beef trade is very receptive.
The financial market will finally firm up when it starts in a few weeks seasonal decline in feedlot supply and consumption should improve the price of light real estate.
The Involvement of women in the task October, which was 48% the fourth highest in the last 25 years for said month. Cow slaughter is decreasing, but heifer slaughter remains exceptionally high.
In 2001, when markets were closed due to foot-and-mouth disease, Argentina’s exports as a share of total production fell to just 6%, but later recovered and stabilized at just 1%l 7%-9% of total demand in the years 2011-2016 (livestock policy “K”). Later, deliveries abroad steadily increased until they reached this point 28% in 2020 and 29.4% call for participation in 2024.
The year 2025 would end with a 26.5% shareand everything points to it 2026 The export would represent that 31% of national production.
If a million tons are exported next year, which would be a continuation of the trend of recent months, this record would be reached historical recordwhich exceeds the 980,000 tons shipped in 1924 and the 935,000 tons in 2024, one hundred years later.
Brazil has “appropriated” this. Three quarters of the volume at which the global market has grown beef in the last two years.
The Task It’s still the same in the neighboring country surprisingly highand analysts agree that this current oversupply of livestock is typical of the final stages of a strong liquidation process which, if reversed in the coming months, will – as everyone predicts – lead to fewer slaughters and higher domestic and export prices.
A renowned Brazilian livestock market operator recently explained that the current considerable livestock supply is actually due to this Brazilian animal husbandry has experienced a significant increase in the last five yearsboth in cattle numbers and in the productivity of the breeding herd. Two variables that most analysts, including the USDA, have not yet noticed.
“The remarkable current task it is not a liquidation“is the natural consequence of the significant increase in the population, the increase in efficiency in breeding and the spread of outdoor fattening, progress that livestock farmers have made in recent years and which apparently no one has noticed so far.”
In January-October, Brazil exported 2.5 million tons of beef, 16% more than in the same period last yearwith sales of $13,140 million, 38% more than in the first 10 months of 2024. China continues to absorb just over half of the volumes shipped, but notable progress in Brazilian meat can be seen in the United States (despite the super tariffs), Europe, Mexico, Chile, Egypt, the Philippines, Russia and Algeria.
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