338: Last Week’s Selloff Has Us Asking: Is the Cattle Market Crashing? With Samantha Cozza-Wright

On today’s episode of the podcast, Lauren is joined once again by Samantha Cozza-Wright to break down last week’s volatile cattle market selloff and answer the question many producers are asking right now: Is the cattle market crashing? The conversation dives into feeder cattle volatility, the recent Cargill labor situation, drought-driven placements, cash cattle fundamentals, and why Samantha believes the cattle market still has strong long-term support despite recent fear and headline-driven trading. Lauren and Samantha also discuss consumer beef demand, cattle market resilience, New World Screwworm concerns, and what producers should realistically expect heading into summer.

Connect with Samantha:Email - samantha@cattleusainsurance.com Phone - 785-940-5533Links:Nominate or request to be a guest - forms.gle/fRkvzRenh7mqkDXV7 CattleUSA Insurance - https://info.cattleusainsurance.com/l...⁠CattleUSA Website - https://www.cattleusa.com/Facebook - / cattleusamedia Instagram - / cattleusa.media Subscribe to our newsletter - https://www.cattleusa.shop/products/c...CattleUSA Media - https://www.cattleusamedia.com/Lauren’s Instagram - / _laurenmoylan Lauren’s Youtube - / @showboatmediaco The Next Generation Podcast Website - https://www.thenextgenag.com/

Key Takeaways:

• Last week’s cattle market selloff was heavily influenced by fear and headlines
• Labor disruptions at the Cargill Fort Morgan plant added pressure to the market
• Many processing plants are still operating below full slaughter capacity
• Futures market volatility continues increasing as prices remain historically high
• Drought conditions and wildfire losses are influencing cattle placements
• Some producers are marketing calves early due to feed and grass concerns
• Beef demand remains a major source of strength for the cattle market
• The U.S. cattle industry continues adapting through improved efficiency and carcass performance
• Samantha does not believe this is currently “the beginning of the end” for the cattle cycle
• Producers should continue watching volatility closely while focusing on long-term fundamentals

Chapters:

00:00 Introduction + Is the cattle market crashing?

01:20 Kansas weather, planting season, and drought conditions

02:00 Breaking down last week’s cattle market selloff

03:30 Cargill labor disputes and processing plant concerns

05:45 Why processing slowdowns may not be as damaging as headlines suggest

07:00 Volatility, fear trading, and futures market pressure

09:15 Cattle on Feed Report breakdown and drought placements

11:15 Why producers are selling calves earlier than normal

12:00 U.S. beef production efficiency and industry adaptation

13:15 Is this the beginning of the end for the cattle market?

15:00 New World Screwworm concerns and border speculation

17:00 Final thoughts on resilience in the cattle industry

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