Livestock analyst Jim Wyckoff reviews on international protein information
Weekly USDA US beef, pork export gross sales
Beef: Web gross sales of 100 MT for 2024–a marketing-year low–were down 97 p.c from the earlier week and 99 p.c from the prior 4-week common. Will increase primarily for Japan (1,700 MT, together with deceases of 1,000 MT), Canada (700 MT, together with decreases of 100 MT), China (600 MT, together with decreases of 1,700 MT), Mexico (400 MT, together with decreases of 100 MT), and Taiwan (200 MT, together with decreases of 300 MT), have been offset by reductions for South Korea (3,300 MT), Hong Kong (500 MT), and Saudi Arabia (100 MT). Web gross sales of 13,700 MT for 2025 have been primarily for South Korea (7,000 MT), China (3,000 MT), Japan (1,700 MT), Hong Kong (1,200 MT), and Mexico (300 MT). Exports of 14,400 MT have been down 1 p.c from the earlier week and 6 p.c from the prior 4-week common. The locations have been primarily to South Korea (3,900 MT), Japan (3,400 MT), China (2,100 MT), Mexico (1,500 MT), and Taiwan (1,100 MT).
Pork: Web gross sales of 35,200 MT for 2024 have been up noticeably from the earlier week and from the prior 4-week common. Will increase primarily for Mexico (15,400 MT, together with decreases of 200 MT), South Korea (9,100 MT, together with decreases of 1,300 MT), China (3,400 MT), Australia (2,300 MT), and Japan (2,200 MT, together with decreases of 600 MT), have been offset by reductions for Malaysia (400 MT) and Hong Kong (400 MT). Web gross sales of 26,600 MT for 2025 have been primarily for China (10,300 MT), Mexico (8,700 MT), South Korea (5,300 MT), Colombia (1,000 MT), and Japan (500 MT). Exports of 32,200 MT have been up 14 p.c from the earlier week and a pair of p.c from the prior 4-week common. The locations have been primarily to Mexico (12,700 MT), Japan (3,700 MT), South Korea (3,600 MT), China (3,500 MT), and Canada (2,100 MT).
FDA and USDA search enter on meals date labeling practices to fight waste
FDA and USDA issued a joint Request for Info (RFI) to collect insights on meals date labeling, equivalent to “Promote By,” “Use By,” and “Finest By,” aiming to deal with shopper confusion and its contribution to meals waste. The RFI seeks information on business practices, shopper perceptions, and the financial and environmental impacts of date labeling.
Estimates counsel that confusion over labeling contributes to twenty% of family meals waste, costing the common household of 4 $1,500 yearly. The RFI helps the Nationwide Technique for Decreasing Meals Loss and Waste, which targets a 50% discount by 2030.
Stakeholders have 60 days to remark, serving to form future insurance policies or instructional campaigns. Additional info on how you can submit a remark could be discovered within the Federal Register.
Trump, RFJ Jr., tallow, and well being
President-elect Donald Trump’s marketing campaign go to to a Pennsylvania McDonald’s spotlighted using beef tallow, a previous ingredient in McDonald’s fries. Critics noticed the go to as at odds along with his “Make America Wholesome Once more” promise, a slogan launched after Robert F. Kennedy Jr. joined his marketing campaign. In protection, Kennedy argued on X that People ought to get pleasure from indulgences with out fearing dangerous components, highlighting a balanced strategy to well being.
Beef tallow is making a comeback, championed for its potential well being advantages and flexibility in cooking and skincare. As soon as a staple in kitchens and fast-food chains like McDonald’s, this rendered beef fats was changed by vegetable oils within the mid-Twentieth century attributable to well being considerations over saturated fat. Nonetheless, specialists now argue that tallow could also be more healthy than beforehand believed. Take into account:
- Dietary advantages: Tallow is wealthy in fat-soluble nutritional vitamins (A, D, Okay) and comprises conjugated linoleic acid (CLA), which can assist stop sure illnesses.
- Cooking benefits: With a excessive smoke level and steady saturated fat, it’s a safer selection for frying in comparison with seed oils, which oxidize and type dangerous compounds.
- Well being debate: Some specialists criticize the vilification of saturated fat, linking trendy well being points to processed meals and seed oils as an alternative. Others warning moderation for these with cardiovascular dangers.
- Cultural highlight: Renewed curiosity was sparked by political campaigns and social media, with advocates calling for a return to beef tallow in frying oils.
Past cooking, tallow’s emollient properties make it a helpful ingredient in skincare. Whereas its resurgence stirs debate, advocates argue it honors conventional practices and reduces waste, aligning with holistic well being traits.
Walmart CEO on meals inflation, e-commerce, and future traits
Walmart CEO Doug McMillon initiatives continued meals inflation into 2025, pushed by pressures on eggs, dairy, cocoa and different inputs. Talking on the 2024 Morgan Stanley International Client and Retail Convention, McMillon expressed optimism about shopper resilience regardless of climbing costs. He famous that egg and milk costs may stabilize sooner than processed meals, which may stay elevated subsequent 12 months.
Walmart’s pricing methods and provide chain upgrades have bolstered its market place, with robust meals unit quantity development and management in consumer-packaged items (CPG) market share. The retailer’s e-commerce enterprise, notably Walmart Market, continues to develop, reaching double-digit positive factors for six consecutive quarters.
Trying forward, McMillon emphasised investments in automation, social commerce, and personalization as key drivers for Walmart’s evolving retail technique.
First Circuit weighs nationwide affect of Massachusetts pork legislation
The First Circuit Court docket is evaluating the constitutionality of a Massachusetts legislation that mandates humane confinement requirements for pigs whose pork is bought within the state. The legislation, which bans gross sales of pork from pigs confined in restrictive stalls, has drawn criticism from pork processors like Triumph Meals LLC. They argue it imposes undue burdens on out-of-state producers, doubtlessly violating the Commerce Clause of the U.S. Structure. Supporters of the legislation level to the Supreme Court docket’s 2023 choice upholding California’s humane-pork legislation, suggesting the Massachusetts regulation shouldn’t be discriminatory. The case may have far-reaching penalties for the U.S. pork business, with considerations over how various state legal guidelines may reshape nationwide manufacturing requirements.
China’s sow herd, hog slaughter contract
China’s sow herd totaled 40.73 million head on the finish of October, in response to the ag ministry, down 3.2% from year-ago. By way of the primary 10 months of the 12 months, China’s hog slaughter fell 2.6% from the identical interval final 12 months to 264.21 million head.
China lifts ultimate commerce restrictions on Australian meat processors
China has lifted commerce restrictions on two Australian meat processing amenities, permitting the complete resumption of crimson meat exports to the nation, the Australian authorities mentioned. Beijing has now eliminated restrictions from all 10 Australian meat processors it banned between 2020 and 2022. China is the second largest marketplace for Australian beef and veal after america.
Replace on the New World Screwworm (NWS) scenario between the U.S. and Mexico
On Nov. 22, Mexican authorities notified USDA’s Animal and Plant Well being Inspection Service (APHIS) of a constructive NWS detection in Chiapas, a southern Mexican state bordering Guatemala. The contaminated cow was found at a livestock inspection checkpoint close to the Guatemala-Mexico border. In response, APHIS took rapid motion:
- Import restrictions: The U.S. has briefly suspended the importation of stay cattle and bison from Mexico.
- Enhanced surveillance: APHIS is intensifying its collaboration with Mexican and Central American companions to observe and management the infestation.
- Sterile fly releases: Strategic aerial and floor releases of sterile flies are being carried out all through Central America to disrupt the pest’s replica cycle.
The detection of NWS in Mexico raises critical considerations for a number of causes:
- Speedy unfold: The parasite has moved almost 700 miles from the Nicaragua-Honduras border to Mexico in simply two and a half months.
- Financial affect: The U.S. usually imports a big variety of cattle from Mexico yearly. As of Nov. 21, imports had reached 1,208,354 head, up from 1,067,344 in the identical interval in 2023.
- Risk to livestock and wildlife: NWS can infest any warm-blooded animal, posing a threat to livestock, wildlife, pets, and even people.
- Potential reintroduction: There are fears that the pest may re-enter the U.S., the place it was eradicated many years in the past at a value of roughly $800 million.
The Wildlife Conservation Society (WCS) has urged the U.S. and Mexico to implement rapid measures, together with:
- Strengthening border controls and inspection protocols
- Enhancing regional cooperation to fight unlawful cattle trafficking
- Rising assist for eradication efforts in Central America
WHO requires stronger surveillance of H5N1 amongst animals
A World Well being Group (WHO) official on Thursday referred to as for stronger surveillance in animals for proof of an infection with H5N1 to curb its unfold. The official additionally urged stronger efforts to scale back the chance of transmission of the virus to new species of animals and to people. The company mentioned it’s in contact with associate companies such because the World Group for Animal Well being and Meals and Agriculture Group to extend surveillance in animals.
Texas farmers blame sewage-based fertilizer for poisoning land, livestock
In keeping with The Texas Tribune, Texas farmers are grappling with devastating losses they attribute to fertilizers comprised of sewage biosolids contaminated with “eternally chemical substances” (PFAS). These substances, linked to extreme well being dangers, have been present in fertilizers promoted as environmentally pleasant. In Johnson County, ranchers Tony Coleman and James Farmer report shedding dozens of livestock and fish after PFAS-tainted runoff from a neighbor’s fertilized fields entered their properties. Investigations revealed alarmingly excessive PFAS ranges in native water, soil, and animal tissues. The Colemans and different affected farmers have filed lawsuits towards the fertilizer corporations, accusing them of failing to reveal the contamination dangers. Regardless of mounting proof, federal laws on PFAS in biosolids stay absent, leaving farmers like Coleman dealing with monetary destroy whereas refusing to promote doubtlessly contaminated livestock.
USDA publishes ultimate choice on FMMO replace
The ultimate choice on reforms to the 11 Federal Milk Advertising and marketing Orders (FMMOs) was printed within the Federal Register. USDA’s Agricultural Advertising and marketing Service (AMS) will ship out ballots to eligible events and the company beforehand mentioned these ballots should be postmarked Dec. 31, 2024, and returned by Jan. 15, 2025, to be counted.
Weekly USDA dairy report
CME GROUP CASH MARKETS (11/27) BUTTER: Grade AA closed at $2.4925. The weekly common for Grade AA is $2.4967 (-0.0643). CHEESE: Barrels closed at $1.6050 and 40# blocks at $1.6425. The weekly common for barrels is $1.6283 (-0.0757) and blocks $1.6775 (-0.0170). NONFAT DRY MILK: Grade A closed at $1.3950. The weekly common for Grade A is $1.3867 (-0.0028). DRY WHEY: Additional grade dry whey closed at $0.7100. The weekly common for dry whey is $0.6867 (+0.0412).
BUTTER HIGHLIGHTS: Butter demand is blended for the vacation week. Though stakeholders within the Northeast be aware barely tighter cream volumes, hundreds are available throughout a lot of the nation. Many butter producers usually are not trying to safe spot hundreds and turning away spot cream load provides. Like butter demand, butter manufacturing schedules are blended for the vacation week additionally, with some butter producers noting varied levels of downtime for the ultimate week of the month. A couple of butter producers point out shifting extra of the manufacturing focus to bulk butter. Bulk butter overages vary from minus 2 to eight cents above market, throughout all areas.
CHEESE HIGHLIGHTS: Cheese manufacturing schedules stay diverse all through the U.S. Within the East area, milk volumes stay considerably cosy. Cheese plant managers relay utilizing all of the milk out there to them for manufacturing. Contacts within the area share retail demand stays robust. Cheesemakers within the Central area are working seasonally regular manufacturing schedules. Cheese plant managers share surplus milk hundreds usually are not as out there as they’ve been throughout earlier Thanksgiving weeks. Spot milk hundreds have been reported at $3 beneath Class III to at Class. Each curd and barrel producers share demand is barely quieter. Within the West area, cheese manufacturing is regular. Cheese producers share milk volumes are available for processing wants.
FLUID MILK HIGHLIGHTS: Farm stage milk outputs are blended throughout the nation. Regular volumes are being seen within the East and Central areas as favorable climate and good feed high quality contribute to take advantage of manufacturing. A lot of the West area is experiencing stronger volumes, aside from the Pacific Northwest the place milk manufacturing is reported to be regular to considerably weaker. Class I exercise has been busy this fall. Demand for bottled milk has been robust over the previous few months. Demand for different Class I bottling has additionally picked up in latest weeks. Demand for milk for Class III continues to be robust. Cheesemakers report considerably out there holiday-level spot milk. Within the Midwest, spot milk costs have been anyplace from $-3.00 beneath Class III to flat Class. Cream is available all through the nation. Some contacts within the northeast are reporting cream is offered, however it’s tightening barely. Stakeholders within the West are reporting cream multiples transferring larger on each ends of the worth vary. Cream handlers relay they’re anticipating an abundance of cream to be out there as butter vegetation and different cream finish utilization amenities plan for a number of days of downtime. Class IV demand for cream stays regular, and elevated seasonal demand for cream is being seen in Class II and Class III.Cream multiples for all Lessons vary 1.00-1.26 within the East, 1.00 1.22 within the Midwest, and 1.00-1.35 within the West.
DRY PRODUCTS HIGHLIGHTS: The vacation-shortened buying and selling week did little to decelerate market bulls for dried dairy ingredient markets this week. Costs have been usually regular for low/medium warmth and excessive warmth nonfat dry milk (NDM) this week on restricted reporting buying and selling exercise. Nonetheless, markets are considered as agency as the ultimate month of the 12 months approaches. Dry buttermilk costs have been regular to larger all through the nation. Within the West, the place dry buttermilk costs ticked larger, availability ranges from tight to average. Dry complete milk costs decreased through the vacation week, as milkfat parts proceed to edge larger month after month. Dry whey costs have been blended by way of the areas, however market tones stay steadfastly bullish, notably for brand-preferred dry whey. Whey protein focus (WPC) 34% costs proceed their ascendence. Home demand for WPC 34% is hearty. Lactose costs moved larger, and processors say 2025 contracts are exhibiting little indicators of a requirement lapse. Acid and rennet casein costs have been unchanged.
ORGANIC DAIRY MARKET NEWS: The USDA Farm Service Company (FSA) prolonged the appliance deadline for the Natural Dairy Advertising and marketing Help Program (ODMAP) 2024 to December 13, 2024. The USDA Financial Analysis Service (ERS) just lately launched an article discussing enlargement within the home natural milk within the final 30 years. The variety of natural milk cows grew 1992 to 2021, and from 2008 to 2021 natural milk manufacturing elevated. The variety of natural retail adverts declined within the week 47 retail advert survey. Essentially the most marketed natural commodity within the week 47 retail survey was milk. Yogurt overtook cream cheese because the second most marketed natural dairy commodity. Natural bitter cream and eggnog appeared within the week 47 survey, after not showing in week 46.
NATIONAL RETAIL REPORT: Regardless of fewer commercials being surveyed because of the shortened vacation week, decreases in complete dairy commercials weren’t as heavy as final 12 months. This week, complete standard dairy advert totals decreased six p.c, whereas natural commercial numbers declined 18 p.c. A couple of particular commodity totals elevated regardless of the decrease retailer tally. Seasonal staples like standard flavored milk, for example, bounded almost 500 p.c this week, whereas adverts for standard eggnog elevated 4 p.c.