Keep pulling the thread on Samantha Cozza-Wright.
The lifting of tariffs on Brazilian beef is expected to cause a significant increase in imports that will capture a large portion of U.S. domestic demand.
Samantha Cozza-Wright believes the reopening of the U.S.-Mexico border will not have a significant long-term effect on cattle futures, though it may cause a slight short-term price retracement.
Beef demand is predicted to see a short-lived upswing in February due to the Super Bowl, but a significant recovery is not expected until March.
A significant increase in U.S. beef imports disincentivizes domestic cattle herd expansion.
Samantha Cozza-Wright believes the U.S. cattle supply has not yet reached its tightest point in the current market cycle.
Low trading volumes in the cattle futures market make it highly sensitive to external events, including political news from Washington D.C.
Samantha Cozza-Wright predicts an announcement for a port-by-port reopening of the U.S.-Mexico border will occur soon, likely around the beginning of 2026.