Topline
Gedhung putih ngerakake pindho sinau mula maneh presidente Donald Trump kudu wadjib tandha dina Senin kang dituju marang turunna harga daging sapi sing rekam lan ngasilaken kembali padagingi daging sapi AS, sajrone sajrone kalebu energi paling anyar administrasi kanggo nindakake inflasi dagangan mula nganti nDalem nganti pangkuwasa November.
US President Donald Trump signs an executive order on January 23, 2025. (Photo by ROBERTO SCHMIDT / AFP) (Photo by ROBERTO SCHMIDT/AFP via Getty Images)
AFP via Getty Images
Fakta Pokok
- Satu prantara bakal ngenten-na-kan tarif-rate quota—kang mikirake tarif liyanan nalika panggonan set volume impor kerep—menyang kabeh negara peng-ekspor daging sapi, ngijini Wall Street Journal, nulad anggaran kang aran lanang.
- Pamarèsan nggih nyusun SBA kang ndheksar pinjaman kanggo gembala sapi AS lan nanggitna mungkur aturan panglarangan sing amanemi garis garis-ulan sing amanemi garis sapi, dampingi Ramadan.
- Kanggo daging cincang warna $6.75 dawa 1 pon ing Januari 2026, sing paling tinggi ing rekam lan inflasi daging taunanan saiki semeneng banyu sampeyan 16% dawa 1 taun, nujulake anggaran teranyar Federal Reserve lan Departemen Tenaga Kerja.
- Saiine gajelas saiki pada potok diandhani mengangkat, wal picah Bloomberg ngiying-Angi palemahan nDalem lawas sajrone nuduhake anggitungan sajrone panggonan sing dodo ama picture leluhur mida sing S.
Fondasi Pokok
Kagar sajrone petu kang blas ngurip marang padagingi daging sapi AS, sing wis direh mungil dhuwur saking taun 1951 sajrone taun jejibena di tengah saking Texas, Oklahoma lan Tanah Agung mangkat palanggaha nggolekien sapi sing ora bisa diwasa. Pasaran dijangka tetulung kladis marang 2026 lan 2027 sadurunge nggoleki pemulihan sing bermakna, kanggiyan magegertan kanggo American Farm Bureau Federation, sing wujud konsumen sampun utama. Trump tiban keie ingsun banjur keincoa перўісапина kanggo cepetangta saking bea, dawane bening riteng opi-kot-kitan kanggo badhe-kariwi ingsun majengla ing r siji в satak &€ his policies and called for an antitrust investigation into the four largest meatpackers that process 85% of U.S. beef—Tyson Foods, Cargill, JBS and National Beef—blaming the processors for price increases. The U.S. is on pace to import a record amount of beef this year, with first-quarter shipments coming largely from Brazil, Australia and Canada, according to United States Department of Agriculture data. Brazil, the world’s top beef exporter, is positioned to ship even more to the U.S. after China imposed quotas on Brazilian beef effective in January. In February, Trump signed the “Ensuring Affordable Beef for the American Consumer” proclamation implementing a November executive order to reduce tariffs on certain food imports including beef, temporarily quadrupling the amount of Argentine beef trimmings that can enter the U.S. tariff-free. Monday’s orders are expected to suspend the tariff quota on all beef-exporting nations, not just Argentina.
Tangent
Rising beef prices are showing up in food businesses. Shake Shack shares plunged as much as 30% on Thursday after the company reported a first-quarter net loss and missed revenue estimates, citing beef inflation. Chipotle, which reported earnings April 29, said rising beef prices, wage inflation and a higher effective tax rate weighed on margins. Restaurant Brands International, parent of Burger King, told analysts last week that “all-time high beef costs” are expected to keep pressuring food cost inflation in the Burger King system “until at least 2027.”
