Where’s the beef?

I don’t think there’s any body back there.

Just a short FYI that within about the next 4 - 6 months it appears there could be the start of a beef shortage.
So it wouldn’t hurt to fill your freezer early and possibly adjust your portfolio accordingly if you are invested in beef related stocks.
Pawn

FYI: Hot off the wire:
Looks like things are happening faster then I thought.

quote:

Smaller supply, better demand lift beef prices.
* Beef companies, cattle producers profitable
* Profits follow years of losses (Corrects beef price in second paragraph to $163)
By Bob Burgdorfer
CHICAGO, March 25 (Reuters) - U.S. beef prices have surged this month due to tight supplies, strong exports, and an uptick in restaurant business, producing badly needed profits for U.S. beef companies and cattle producers.
The wholesale price for choice-grade beef, which is often served in restaurants, is the highest in nearly two years at $163 per hundredweight.
"The supply side is so tight that any inkling of demand improvement sends prices higher," said Jim Robb, economist at the Livestock Marketing Information Center.
This has been good news for beef companies like Tyson Foods Inc (#HYPERLINK "/finance/stocks/overview?symbol=TSN.N"TSN.N), Cargill Inc CARG.UL, JBS-USA (#HYPERLINK "/finance/stocks/overview?symbol=JBSS3.SA"JBSS3.SA) and National Beef Packing Co.

Source: http://www.reuters.com/article...325?type=marketsNews

Moran introduces legislation to increase market access for U.S. beef in China

quote:

McPherson Sentinel - ‎6 hours ago‎
Washington, D.C. —
Congressman Jerry Moran (R-KS) and Congressman Roy Blunt (R-MO) recently introduced a resolution to support increased market access for exports of U.S. beef and beef products to Japan. Currently, Japan restricts access to a large number of U.S. beef products. H. Res. 1196 states that Japan should immediately expand market access for U.S. beef products, and urges the Obama Administration to insist on increased market access from Japan. U.S. Senator Mike Johanns (R-NE) has introduced similar legislation in the U.S. Senate.

Source: http://www.mcphersonsentinel.c...or-U-S-beef-in-China

And couple that with a small calf crop this year and it could get real interesting.
Pawn

Pawn,
But Fat Albert Gore says beef give off gas (Al Gore doesn't?), so beef owners must pay Gore's phony "carbon credits."

I don't know how phony charlatan Fat Albert plans to make his idea the LAW.

-T

quote:
The USDA's National Agricultural Statistics Service (NASS) 'Cattle' inventory report, published on January 29 2010, put the US national herd at a 52-year low of 93.7mn head as of January 1 2010. The 2009 calf crop was down by 1.0% year-on-year (y-o-y) at 35.8mn head while the number of beef replacement heifers fell by 2% y-o-y to
5.4mn.
Snip
2010 also promises improved returns for the beleaguered US dairy industry. With milk production down y-o-y, supply restrictions pushed up prices

Do you see that: “the US national herd at a 52-year low “!!!!
Source: http://www.officialwire.com/ma...rid=119043&catid=107

Re: If you want to know what is really causing this high mortality rate in cattle.
Well as no one seems to give a flip. I will give it to you anyway!
In 3 words!
CORN GLUTEN and GOSSYPOL
And please note that corn gluten comes from the manufacturing of ETHANOL.
Yes folks, ETHANOL production is poisoning your meat and milk supply, while at the same time is causing prices to skyrocket!

Now do your own research and try to prove me wrong!
Pawn

Here is my evidence.
http://www.thebeefsite.com/art...-beef-cattlesup1-sup
http://pubs.ext.vt.edu/news/li.../LU_10_01_09-04.html
http://www.thebeefsite.com/art...feed-for-beef-cattle
http://www.merckvetmanual.com/...le=htm/bc/211200.htm
http://www.cattlenetwork.com/C...icle.aspx?oid=701557

sufacts.okstate.edu/docushare/dsweb/Get/Document-1952/VTMD-9116.pdf+gossypol+toxicity&hl=en&gl=us&pid=bl&srcid=ADGEEShwNEY_hghMb00Cww0Fk22loEzd6AK2lWpgUslBggR1d4SYIEQnFIiuMyGj5pFFyH3BWyS6vdPH8mJOcbwH9LjzNg7LhNNHISecKMjmrm-jXa_WkKIzwS-sZoIz8tCTJCeBXwV0&sig=AHIEtbQGxV42yIUGNOqBdey49cVFMiRvPQ" target="_blank">http://docs.google.com/viewer?...UGNOqBdey49cVFMiRvPQ

http://pods.dasnr.okstate.edu/...t-1952/VTMD-9116.pdf

http://docs.google.com/viewer?...ieNaZ0wD7RwbFdT20SLw

FYI:

The Associated Press May 27, 2010, 6:19AM ET

quote:

British sugar refiner Tate & Lyle PLC says it won't restart construction of an ethanol plant in Fort Dodge, Iowa in the foreseeable future.
Tate & Lyle, which also produces bulk ingredients, said Thursday that it had written off a loss of 217 million pounds ($316 million) on the project.
Work on the plant has been suspended since March of last year.
Tate & Lyle says its decision was based on the depressed and volatile outlook for ethanol and uncertain conditions in industrial starch and corn gluten feed markets.

“ decision was based on the depressed and volatile outlook for ethanol “
“ uncertain conditions in industrial “ “corn gluten feed markets “.
Source: http://www.businessweek.com/ap...alnews/D9FV4EC81.htm

Also see: http://www.news.iastate.edu/ne...010/jan/PersiaHansen