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This time IS different!

  • Writer: ZISK
    ZISK
  • 7 minutes ago
  • 1 min read

Review. Several months ago, I wrote a column challenging the enduring attribution of better prices to simply being a function of tighter supply. That is, assigning all the gains of the past four-plus years to tightening cattle supplies “misses the broader business story.” Now that we have 2025 in the rearview mirror, let’s address that from three different perspectives: 1) price, 2) volume and 3) dollars.


Price. For some perspective, the first chart depicts weekly fed prices coupled with the year-over-year (YOY) comparison. Starting in March 2021, the weekly winning streak at the end of 2025 now stands at 248 and 4, with the average jump versus year-ago levels being $24+/cwt.


Nevil Speer

January 23, 2026

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