Episode Details
Back to EpisodesFat Tuesday with Mike Sands | SREWWORM in U.S.
Description
New World screwworm jumps to the top of the cattle conversation, and we sort out what USDA actually communicated versus what people think they heard. We also connect the pest narrative to market structure, especially why a strong basis and managed money long liquidation can pressure futures and pull on cash decisions.
• USDA’s New World screwworm messaging, five-point plan, and what remains unclear
• No food safety issue but real risk of negative consumer reaction
• Why cattle movement drives spread and why the border closure bought time
• Practical biosecurity, treatment tools, and the need to put eyes on cattle
• Sterile fly technique limits today and why added capacity matters
• How states may respond and why quarantine protocols could shape trade
• Managed money net long positions and how long liquidation hits futures
• Why June and August basis levels look unusually strong
• Seasonal spring peak patterns and what futures imply for summer cash
• Feeder cattle speculation unwind and why deferred discounts may be too bearish
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