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Posts by Paul Dykstra :

Fundamentals point to bullish conditions

Date: Aug 18 2021

| CAB Insider

Beef demand continues at such a solid pace that it seemingly defies logic, with the CAB cutout value now 41% higher than a year ago. Beef buying ahead of Labor Day has proven stronger than high prices suggest it should be.

Quality grades lower, production factors shift

Date: Jul 28 2021

| CAB Insider

This summer many of us have had our eyes on carcass weights, grading trends and days on feed as they relate to the fed cattle sector. These factors have been set on abnormal paths since the onset of the pandemic and accompanying backlog over a year ago.

Bright and shining silver lining

Date: Jun 23 2021

| CAB Insider

Today’s fed cattle market is the epitome of finding a silver lining. On one hand, the vast majority of cattle producers aren’t as hoped compared to the demand seen on the consumer side. There is much desire for your product and packing sector throughput is mostly unable to match supply or demand.

Seasonal carcass trends intact

Date: May 18 2021

| CAB Insider

Cattle and beef markets the past two years have conditioned us to expect the unexpected. Several fundamentals are “upside down” in the total beef complex, but a few are behaving in relatively seasonal fashion.

Cattle, grain and carcass price signals mixed

Date: Apr 29 2021

| CAB Insider

The beef industry finds itself in another odd position as market values are adjusting swiftly. Feed grains continue to react to global supply-and-demand dynamics with a bias toward even higher corn and soybean futures prices.

Largest Q1 Prime carcass production rewarded

Date: Mar 31 2021

| CAB Insider

Demand for quality is good, based on elevated quality premiums in the past year. The advantage will potentially be back in the hands of feeders with genetically higher-marbling cattle, rather than cattle that must be highly managed through the feeding regimen to reach the premium grades and CAB.