Suspenden exportación de ganado; temen fiebre aftosa
Livestock exports are being suspended over foot-and-mouth disease fears, tightening supply of live cattle from the exporting country.
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 riskFed cattle are the direct slaughter input for beef, so a live-cattle export suspension materially reduces the supply feeding beef and ground-beef production.
91% confidencePork, Beef & Poultry Meat Trims (Processed Meat Feedstock) →Shortage riskA live-cattle export suspension tightens the supply of meat trims, and this critical input dependency can reduce availability for processed meats and deli.
86% confidenceLive Cattle (Fed Cattle for Slaughter) →Prices riseJBS is a large fed-cattle buyer, so a live-cattle export suspension tightens procurement and raises its input costs.
Hop 2
JBS USA Holdings →Shortage riskLive Cattle (Fed Cattle for Slaughter)
JBS USA Holdings depends materially on live cattle as an input, with 25% share, low substitutability, and a 24-month replacement lead time, so an export suspension that tightens cattle supply transmits as a significant input shortage.
93% confidenceNational Beef Packing Company →Shortage riskRaw Cattle Hides (Green Hides)
A tighter live-cattle supply reduces slaughter throughput, which directly cuts green-hide availability for the packer.
77% confidenceNational Beef Packing Company →Shortage riskHop 3
Footwear Rubber/TPU Outsole Compound →Prices riseA cattle-hide supply shock can shift demand toward synthetic outsole compounds, raising this critical input's cost for footwear production.
55% confidenceBeef Barrier Packaging Film (Vacuum / MAP) →Prices easeWith beef output under pressure, demand for this vacuum/MAP film should soften, so the largest source country faces lower volume and price pressure.
50% confidenceSynthetic Footwear Upper Material (PU/PET) →Stands to benefitCanada's 23.4% supply share means it is positioned to capture more demand if footwear producers substitute toward PU/PET upper material.
Where it lands
What you buy, and what you own.
Goods you buy
Beef and ground beef · Processed meats and deli · Footwear
In the MyPRIA app, this is checked against your own holdings.