They took over 6 million hectares of land and 15,000 head of cattle
Control of a very large tract of farmland and cattle herds shifts agricultural production and livestock supply.
Source →The trace
How it reaches your house.
Starting from Live Cattle (Fed Cattle for Slaughter), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Live Cattle (Fed Cattle for Slaughter) →Shortage riskBecause live cattle are a critical 0.99-weight input, a severe cattle shortage will directly constrain beef and ground beef output.
95% confidenceRaw Bovine Milk →Shortage riskRaw bovine milk is a critical input to the dairy-and-eggs category, so a supply hit would directly make those products scarcer.
95% confidenceRaw Bovine Milk →Shortage riskCheese production is highly milk-intensive, and this near-fully dependent edge means raw milk disruption should tighten cheese supply.
Hop 2
Cheese →Shortage riskNationalization of cattle and farmland tightens the critical raw milk input, so cheese production faces a direct milk shortage.
95% confidenceBeef and ground beef →Shortage riskLive Cattle (Fed Cattle for Slaughter)
Nationalization of ranch land and cattle herds directly constrains slaughter-cattle availability, and beef is overwhelmingly dependent on this input.
92% confidenceDairy Farmers of America (DFA) →Shortage riskA takeover of farmland and cattle can tighten raw dairy output, and this edge represents a 22% input share to DFA with a 6-month replacement horizon.
Hop 3
Raw Whole Milk (Dairy) →Shortage riskRaw whole milk is a near-essential input to butter and dairy fats, and the edge is marked critical with 0.99 dependency strength, so a severe milk supply shock should transmit almost one-for-one.
98% confidenceRaw Whole Milk (Dairy) →Shortage riskFonterra Co-operative GroupFCG.NZ
Fonterra has a large 30% market share in this input and a six-month replacement window, so a severe raw-milk shock should leave it meaningfully short of supply.
88% confidenceRaw Whole Milk (Dairy) →Shortage riskHop 4
Fonterra Co-operative Group →Shortage riskA severe agricultural nationalization that curtails cattle and farmland should tighten Raw Whole Milk availability, and Fonterra’s 30% dependency with a 6-month replacement lag makes that input materially constrained.
68% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Beef and ground beef · Dairy and eggs · Cheese · Butter and dairy fats
In the MyPRIA app, this is checked against your own holdings.